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INVESTMENT RESEARCH AND PROPOSALS

YCharts

Financial research and proposal platform for advisers and asset managers, with an AI agent.

Visit official website ↗Tool + MCPConnect to Claude or ChatGPTLast checked: 2026-11-13Request a change ↗

YCharts · Investment research and proposals

What it helps with

  • Research and charts
  • Model portfolios
  • Client proposals
  • Y AI agent

Best for

Financial advisers and asset managers building proposals.

Portfolio construction & monitoring ↗Wealth advice & financial planning ↗Market & investment research ↗

Sector fit

Asset & wealth management

Task and sector fit are editorial suggestions, not vendor certifications.

Pricing not verified

Pricing & access

Pricing has not been reviewed for this listing. Check the vendor’s page.

Free access

Not verified.

Check pricing on the vendor's site ↗

Prices reflect the reviewed source and billing basis. Taxes, regional pricing, seats, licenses, and consumption may affect the total.

Works with your setup?

Platforms

Web

Published integrations

Not verified yet

Data considerations

Financial, client and tax records are sensitive. Review data residency, retention, model-training terms, access controls and professional confidentiality duties before uploading them.

This is a review prompt, not an independent privacy or compliance certification.

Limitations to consider

  • US market focus.
  • Capabilities come from the vendor’s public description and have not been independently tested.
  • Outputs in regulated or high-stakes work need review by a qualified professional.

Evidence & verification

Official site reached on 2026-11-13; the vendor’s own page describes AI capabilities. Mappings are editorial. Pricing, integrations and hands-on performance were not verified. MCP endpoint checked without credentials on 2026-11-13 (mcp.ycharts.com): it answered with an MCP authentication challenge; authenticated operations were not tested.

YCharts official website ↗ · Vendor-described AI capabilities · 2026-11-13

Connect YCharts to your AI assistant

An MCP server lets assistants such as Claude or ChatGPT use YCharts directly. You connect straight to the vendor's server; ToolGrail never sees your account.

Remote server · sign in with your account

Server addresshttps://mcp.ycharts.com/mcp

What it can do
Query YCharts research data from an AI assistant.
Sign-in
Required. You sign in with your own account when you connect, using OAuth.
Cost
Not verified. What you can do through it may depend on your YCharts plan, so check that your plan includes MCP or API access.
How we know it's official
Answered MCP on mcp.ycharts.com, the vendor's own domain. Checked 2026-11-13.
Claude

Go to Customize › Connectors, select + Add, then Add custom connector. Enter a name, paste the server address and select Continue. When asked, choose to sign in and log in to your YCharts account. Turn it on in a chat from the + menu under Connectors. Free plans can add one custom connector; on Team and Enterprise an owner adds it for the organisation.

Claude help ↗
ChatGPT

Custom MCP servers are available on ChatGPT Business, Enterprise and Edu, on the web. An admin or owner, or an authorised member on Enterprise and Edu, goes to Plugins, selects + then Add custom MCP server, pastes the server address, sets up authentication and accepts the risk notice.

OpenAI help ↗
Other assistants and editors

Add a remote MCP server using this address. Clients that support Streamable HTTP, the current MCP transport, accept it directly. Menu names vary by client.

MCP availability, sign-in and plan requirements can change. How we find and check servers.

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