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Custom Securities: 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.

 

How to Create a Custom Security:

1. Hover over Tools and select Custom Securities

Create a Custom Security in YCharts - Step 2

 

2. Select Create at the top right

Create a Custom Security in YCharts - Step 3

 

3. Select Upload Data in the Add Data Values section of the Custom Security Editor

Create a Custom Security in YCharts - Step 4

 

 

4. Select Download our template

Create a Custom Security in YCharts - Step 5

 

5. Complete the template with the returns or levels and the dates of those returns or levels

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6. Save the template

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7. Return to the Upload Data button and upload the saved file

Create a Custom Security in YCharts - Step 6

 

8. Complete the fields at the top of the Custom Security Editor if needed

Create a Custom Security in YCharts - Step 12

 

9. Select Save

Create a Custom Security in YCharts - Step 14