Custom Securities enable you to create and analyze your own securities on YCharts.

Once your returns data is uploaded—from a portfolio, private placement, alternative asset, etc.—you can evaluate its performance and risk characteristics against publicly traded securities, or include it as a holding in your Model Portfolios.

Custom Securities allow users to:

• Add their portfolios’ past returns to the platform
• Model cash positions within portfolios
• Create proxies for securities not available on YCharts, such as individual bonds, annuities, or private placements.