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.
Overview
Popular Use Cases
FAQs
- What Are Best Practices for Uploading a Custom Security?
- Can I Add a Custom Security to a Portfolio?
- Can I Make Changes to a Custom Security Without Changing the Original?
- How Do I Classify a Custom Security?
- How Do I Update a Custom Security?
- What Are the Different Inputs for Custom Securities?
- Why Are the Key Stats Blank?
- Why Are the Return Metrics Blank?
- Why Isn’t My Custom Security Showing Updated Performance Data?