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YCharts is a financial software company based in Chicago, Illinois, founded in 2009. It offers a web-based platform designed to simplify investment research, analytics, and client communication. The company serves over 10,000 users, including wealth management professionals and investment advisors, providing tools that enable smarter investing without requiring advanced expertise. The platform features a stock screener for identifying stocks and funds, an Excel add-in for connecting financial models to live data, and various charts and analytics for comparing stocks, funds, and indices. YCharts operates on a tiered pricing model with Standard, Professional, and Enterprise options, focusing on ease of use and competitive pricing. The company is recognized for its commitment to customer support and has been listed on the Inc. 5000 list of fastest-growing private companies for eight consecutive years.

We also know the old adage that something that seems too good to be true usually is. That also applies to CEF yields.

Many mainstream websites miss the most important payment of the year for “special” dividend companies!

With a 15% discount, we’re getting this fund for 85 cents on the dollar. That gives us more upside potential and more downside insulation if the market hits a speed bump.

The time has come to make a move on this software-stock selloff. And we’re going to use (our favorite income plays, closed-end funds (CEFs), to do it.

Consumer staples are boring and reliable. And they typically pay generous dividends. But 2026 is anything but typical so far.

Iran War volatility has tossed finance stocks “out with the bathwater.” It’s giving us a nice “second chance to buy” my favorite finance-focused dividend.

Fear is up, markets are down—and we contrarians know that times like these are when we go shopping for cheap dividends.

Let's talk about a closed-end fund (CEF) that not only helps us protect our portfolio as this market wobbles—it gives our income stream a boost, too.

YCharts has been detected as a sponsor on 2 podcasts.