Introducing [NEW!]:

Custom Securities on YCharts

In this webinar, the YCharts team demonstrated how to:

  1. Upload your portfolio histories into YCharts and build presentation materials that present your investment strategy to clients and prospects

  2. Create proxies for cash, international stocks, bonds, annuities, delisted securities, and more

  3. Analyze and compare your uploaded Custom Securities using Model Portfolios, Comp Tables, and Fundamental Charts

Your hosts for this webinar were:
Gene Romero, Director of Sales
Greg Cagley, Customer Success Manager