

YCharts powers the insights & conversations behind smarter investment decisions and better financial futures. Built for financial advisors and asset managers, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund and ETF research, portfolio construction, idea generation, and market monitoring. More information: ycharts.com and @ycharts. Among its major competitors, YCharts is ranked in 1st place for NPS while FactSet is 2nd, and Morningstar is 3rd.
YCharts's Net Promoter Score (NPS) is a 74 with 87% Promoters, 0% Passives, and 13% Detractors. Net Promoter Score tracks whether YCharts's customers would recommend using the product based on a scale of -100 to 100.
| 87% | Promoters |
|---|---|
| 0% | Passives |
| 13% | Detractors |
| Summary | Date | Score |
|---|---|---|
Dec 2020 100 | Dec 2020 | 100 |
Jan 2021 100 | Jan 2021 | 100 |
Feb 2021 100 | Feb 2021 | 100 |
Mar 2021 100 | Mar 2021 | 100 |
Jan 2022 100 | Jan 2022 | 100 |
May 2022 100 | May 2022 | 100 |
Apr 2024 75 | Apr 2024 | 75 |
YCharts is ranked first for NPS among its competitors. FactSet and Morningstar come in second and third, with Thomson Reuters coming in at #4.
![]() YCharts | ![]() Thomson Reuters | ![]() FactSet | ![]() Morningstar | |
| Global Ranking | #- | #227 | #860 | #- |
| NPS | 74 | 7 | 35 | 14 |
| Social Sentiment Calculated by analyzing social media and other online mentions | - | Neutral | - | - |
| Valuation Updated every 24 hours for public companies | - | $40.72B | $12.04B | $10.00B |
Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"
Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.
Compared to its competitors, YCharts's NPS is rated right above FactSet.
| COMPANY | NPS Score | |
|---|---|---|
![]() | YCharts | 74 |
![]() | FactSet | 35 |
![]() | Morningstar | 14 |
![]() | Thomson Reuters | 7 |
![]() | TradingView | 0 |
![]() | Rubikloud | N/A |
Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.
89% of YCharts users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"
Sign Up to see the full customer demographics data and the people that answered "Yes" when asked "Would you consider yourself a loyal user/customer?"
Compared to its competitors, YCharts's Customer Loyalty score is rated right above Thomson Reuters, and is preceded by TradingView.
| COMPANY | Customer Loyalty Score | |
|---|---|---|
![]() | TradingView | 100% |
![]() | YCharts | 89% |
![]() | Thomson Reuters | 80% |
![]() | Morningstar | 75% |
![]() | FactSet | 72% |
![]() | Rubikloud | N/A |
YCharts has an overall Product Quality score of 3.9 out of 5 stars rated by its users and customers.
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YCharts’s product quality score is a 3.9 out of 5 as rated by its users and customers.
Compared to its competitors, YCharts's Product Quality score is rated right above FactSet.
| COMPANY | Product Quality Score | |
|---|---|---|
![]() | YCharts | 3.9/5 |
![]() | FactSet | 3.7/5 |
![]() | Thomson Reuters | 3.7/5 |
![]() | Morningstar | 3.5/5 |
![]() | TradingView | 3.2/5 |
![]() | Rubikloud | N/A |
YCharts has a value for money and ROI score of 4.1 out of 5 stars rated by its users and customers.
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Compared to its competitors, YCharts's ROI score is rated right above FactSet.
| COMPANY | Pricing Score | |
|---|---|---|
![]() | YCharts | 4.1/5 |
![]() | FactSet | 4/5 |
![]() | Thomson Reuters | 3.6/5 |
![]() | Morningstar | 3.5/5 |
![]() | TradingView | 2.7/5 |
![]() | Rubikloud | N/A |
Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.
Compared to its competitors, YCharts's Customer Satisfaction score is rated right above Rubikloud, and is preceded by TradingView.
| COMPANY | Customer Satisfaction (CSAT) Score | |
|---|---|---|
![]() | FactSet | 84% |
![]() | Thomson Reuters | 68% |
![]() | Morningstar | 67% |
![]() | TradingView | 50% |
![]() | YCharts | 0% |
![]() | Rubikloud | 0% |
YCharts has an overall Customer Service score of 4.1 out of 5 stars rated by its users and customers.
Sign Up to unlock YCharts' overall Customer Service score rated by its users and customers.
350 N La Salle St, Chicago, IL 60654
http://ycharts.com
866-965-7552
Compared to its competitors, YCharts's Customer Service score is rated right above FactSet.
| COMPANY | Customer Service Score | |
|---|---|---|
![]() | YCharts | 4.1/5 |
![]() | FactSet | 4/5 |
![]() | Thomson Reuters | 3.5/5 |
![]() | Morningstar | 3.5/5 |
![]() | TradingView | 3.2/5 |
![]() | Rubikloud | N/A |
YCharts has a 4.4/5 stars for its overall company culture rated by their employees

YCharts scored a 74 for Net Promoter Score and a 67 for Employee Net Promoter Score. NPS gauges how likely a customer of YCharts would recommend the brand to a friend. ENPS measures how likely YCharts employees would recommend working at YCharts to a friend.
| 87% | Promoters |
|---|---|
| 0% | Passive |
| 13% | Detractors |
| 67% | Promoters |
|---|---|
| 33% | Passive |
| 0% | Detractors |