Case Study: Coughlin Associates achieves faster investment research and smarter decisions with YCharts

Coughlin Associates - Customer Case Study

Coughlin Associates, a national investment research firm led by Barring Coughlin, CFA, was spending hours manually entering quarterly earnings data into Excel to power its quantitative models. The firm needed a faster way to automate research and uncover investment opportunities, especially during earnings season. YCharts provided the Excel Add-in and historical data capabilities to help address that challenge.

With YCharts, Coughlin Associates built custom solutions that automatically downloaded data into its models, cutting research workflows from hours to minutes. YCharts also helped the firm analyze ETFs with time-series fundamental data and customizable dashboards, improving investment decision-making while keeping overhead low. The result was significantly less time spent on data gathering and analysis, allowing Barring Coughlin to focus more on client service and portfolio research.

Coughlin Associates

Barring Coughlin

President and Chief Investment Officer