Ensure your clients' and prospects' best interests are top of mind using select FINRA-reviewed YCharts report templates. These template versions of our Portfolio Overview Report and Portfolio Comparison Report present your investment strategy with clean and straightforward visuals, and both include the necessary information and disclosures to earn a clean response letter from FINRA.

See below for sample reports and related FINRA correspondence. If you're already a YCharts user, Click Here to add FINRA-reviewed report templates to your account

Portfolio Overview Report 


Portfolio Comparison Report