Custom Security: Overview

The Custom Securities tool allows you create proxy securities that can be used for securities that are outside of the YCharts coverage universe, including in YCharts portfolios. To build a custom security you'll just need the historical returns or levels of the security you would like to proxy.

You can send a quick video introduction to the Custom Security tool below:

To build a custom security you can:

1. Hover over Tools and select Custom Securities
2. Select Create at the top right
3. Select Upload Data in the Add Data Values section of the Custom Security Editor
4. Select Download our template
5. Complete the template with the returns or levels and the dates of those returns or levels
6. Save the template
7. Return to the Upload Data button and upload the saved file
8. Complete the fields at the top of the Custom Security Editor if needed
9. Select Save