YCharts

Name: YCharts
Address: New York, NY, US
Telephone: (866) 965-7552

08/25/2026

AI is becoming a real productivity tool for financial advisors…

It can help compare portfolios, rebalance allocations, prep for client meetings, monitor news tied to holdings, and draft client communications, all in a fraction of the time.

YCharts is bringing those workflows together with Y, its new AI tool built for advisors.

Here are 5 ways advisors can put AI to work:

1. Go from statement to proposal faster
2. Build or rebalance a portfolio
3. Prepare for client meetings
4. Monitor news on client holdings
5. Draft client communications

07/23/2026

Markets took a hit today…

The S&P 500 erased roughly $1 trillion in market value as the index fell 1.2%, with Big Tech leading the selloff.

The Magnificent 7 alone wiped out around $800 billion in market cap, driven by sharp declines in names like Tesla, Alphabet, Amazon, Microsoft, Meta, Apple, and Nvidia.

A reminder of just how much influence a handful of companies have on the broader marke

07/16/2026

The S&P 500 has gained over $5 trillion in market cap so far in 2026, up 10.3% 📈

Mag 7 YTD Performance:

🟢 Apple ($AAPL) +20.6%
🟢 Alphabet ($GOOGL) +18.6%
🟢 NVIDIA ($NVDA) +14.0%
🟢 Amazon ($AMZN) +10.4%
🟢 Meta ($META) +3.3%
🔴 Tesla ($TSLA) -12.2%
🔴 Microsoft ($MSFT) -17.8%

06/22/2026

What a wild day in the market, here are some wild stats…

🔴 SpaceX - Worst trading day since IPO
🔴 Alphabet - Worst trading day of 2026
🔴 Amazon - 2nd worst trading day of 2026
🔴 Palantir - Hit 52-week low
🔴 Microsoft - Down 20% since June 1st

06/03/2026

These are the best and worst performing S&P 500 stocks in May…

Best-Performing 📈
🟢 Dell Technologies: +101.4%
🟢 Micron Technology: +87.8%
🟢 Datadog: +87.1%
🟢 Super Micro Computer: +68.2%
🟢 CrowdStrike: +64%

Worst-Performing 📉
🔴 Zoetis: -32.4%
🔴 AutoZone: -20.8%
🔴 Dow: -16.6%
🔴 Trimble: -16.2%
🔴 Boston Scientific: -16.1%

05/19/2026

This isn’t good…

The 30 Year Treasury Yield has hit its highest level since 2007 😳

Everyone watches the 10-year Treasury, but right now, the 30-year is the one standing out.

- 30Y: 5.12%
- 10Y: 4.59%
- 5Y: 3.92%
- 2Y: 3.79%

The full yield curve is telling a much bigger story than the headline 10-year 👀

04/15/2026

This is interesting...

Allbirds ($BIRD) just pulled off one of the wildest pivots we’ve seen in a while.

After selling off its core shoe brand, the company rebranded around “AI” and watched shares surge 637% by midday 👀

04/09/2026

This is interesting…

The S&P 500 has added approximately $2.8 trillion in market capitalization over the past 5 trading days, a 4.8% move that marks one of the strongest short-term rallies of the year.

This rebound has been driven largely by mega-cap leadership, with companies like Broadcom, NVIDIA, Alphabet, Amazon, and Meta Platforms accounting for a significant share of the index’s gains.

03/27/2026

This is pretty crazy...

The S&P 500 has lost over $4 TRILLION in market cap over the past month, falling 7.67% 📉

That’s worth more than...
- Meta: $1.3T
- Tesla: $1.3T
- Walmart: $981B
- Costco: $436B

COMBINED 🤯

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Telephone

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Website

http://www.ycharts.com/

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