Dashboard
Keep your portfolios, top holdings, research lists, and favorite market & economic data front-and-center. Add watchlists, visuals, and earnings calendars & share with your team to stay aligned.
Portfolios
Visualize your investment strategies to test and validate ew investment ideas, compare performance & risk, and drive report-generation. Seamlessly import portfolio data via integration or file upload.
- Portfolios: Overview
- Dynamic Portfolios: Overview
- Why Is the Save Button Grayed Out when Creating a Portfolio?
Report Builder
Leverage this intuitive, drag-and-drop designer to create your ideal report or presentation. Featuring 5 different report types, 30+ modules, and several templates to choose from–and counting.
Comp Tables
Build data tables to compare portfolios, funds, stocks, and more. Add custom Scoring Models with your metrics and weights, then export to polished, shareable PDFs.
Custom Securities
Upload your historical data to YCharts to power portfolios and visuals. Add returns, proxies, and asset classes for deeper analysis and use across the platform.
Email Reports
Construct tailored market updates with your portfolios, top holdings, and key economic data, sent straight to your inbox on a daily, weekly, or monthly cadence.
Excel Add-In
Auto-populate Excel with live data to save hours weekly. Use 40+ templates for portfolio, company, and fund comparisons, or let our team convert your existing workbooks.
Fundamental Charts
Visualize any trend, any metric, and any security. From alpha to z-score & equities to SMAs, annotate charts with call-outs, overlay economic data, and add your firm’s logo and color scheme.
Interactive Analysis
Simplify complex financial data and facilitate client discussions. Visualize and model potential investment scenarios while generating helpful take-home reports for clients.
Portfolio Optimizer
Build the optimal allocation strategy to mitigate exposure to risk, maximize portfolio performance, and enhance data-driven decision-making for portfolio management.
Risk Profiles
Quickly align portfolio recommendations with client risk preferences. Personalize proposals at scale with visuals and custom profiles to build trust and streamline workflows.
Scatter Plot
Illustrate risk vs. reward for different securities, plot your portfolios against an efficient frontier, and understand how individual holdings are affecting portfolio-level metrics.
Scenarios
Show the impact of withdrawals and deposits on a portfolio’s value. Add your investment strategy, define a time period and contribution type, and create compelling visuals for client conversations.
Screeners
Narrow a universe of 45,000+ mutual funds, ETFs & CEFs or 20,000+ equities and ADRs to generate smarter ideas and construct better portfolios using custom Scoring Models & your choice of data.
Security Pages
View and compare performance, risk, holdings, ESG data, financials, and more across stocks, funds, indices, and bonds—all in one streamlined quote page.
Talking Points
Leverage over 4,000+ metrics, including performance, risk, and more, to select attributes that best showcase the distinct value propositions of your strategy & creating tailored proposals and reports.
Technical Charts
Overlay price action with technical indicators and custom views to monitor your entries and exits. Leverage 30+ technical indicators and more than 28,000 equities and indices.
Timeseries Analysis
Quickly aggregate historical economic data or index performance, align unlike frequencies for cleaner comparisons, and export as a .csv, .xlsx, or to the YCharts Excel Add-in.
Integrations
YCharts' portfolio holdings integrations enable you to quickly import data from a custodian or CRM platform to automate portfolio workflows.
Account Management
Manage your account with ease—update emails, passwords, enable multi-factor authentication, and handle billing all in one secure, convenient place.
- How to Update My Billing Information
- How to Reset Multi-Factor Authentication
- How to Change My Password
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