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Getting Started: Advisors & Planners

This guide provides an overview of key workflows for Advisors and Planners, highlighting tools that support client-facing research and portfolio management, including Fund Screeners, Comp Tables, Portfolios, and Fundamental Charts for researching, analyzing, and building models. It also covers aligning portfolios with client objectives using Risk Profiles, creating client-ready materials with Report Builder, and sharing model insights through team Dashboards The goal is to streamline research, model creation, and proposal presentation to make it easier to deliver clear and confident portfolio recommendations to your clients.

 

Create Model Portfolios

Charting Model Portfolios

Model Overviews using Dashboards

Customizing Reports in Report Builder

Applying Risk Profiles to Portfolios

Researching Funds with Screeners

Analyze Lists with Comp Tables

 

 

Create Model Portfolios

This video guides advisors and planners through creating and analyzing model portfolios, from initial setup to performance analysis and reporting. You’ll learn how to build portfolios from research, customize benchmarks and settings, and generate client-ready reports.

 

Step by Step Instructions

  1. Open Portfolios from Tools --> Manage and create a new Model Portfolio.
  2. Name the portfolio and configure key settings, including benchmark, rebalance frequency, advisory fee, and data input method.
  3. Adjust advanced settings such as start of series, portfolio level, proxies, and rebalance cache.
  4. Add securities manually or upload holdings using an Excel template, then assign target weights.
  5. Save the portfolio and review the overview dashboard with performance, allocation, and risk insights.
  6. Explore deeper analysis using the Performance, Allocation, and Holdings tabs.
  7. Generate and download client-ready reports with customizable branding and reporting dates.

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Charting Model Portfolios

This video shows advisors and planners how to use Fundamental Charts to visualize and compare funds and portfolios across key financial metrics. You’ll learn how to customize chart views, analyze trends over time, and create presentation-ready visuals for client discussions.

 

Step by Step Instructions

  1. Open Fundamental Charts from Tools --> Visualize.
  2. Search for and add funds or portfolios, including multiple securities within a single chart.
  3. Select and apply financial metrics using the Browse menu.
  4. Customize the data format to display values as unchanged, percent change, custom growth, or percentage off high.
  5. Adjust the panel layout and date range to support historical analysis.
  6. Enhance charts with annotations, event markers (dividends, earnings, splits), and reference lines.
  7. Use Presentation View to add titles, notes, sizing, and firm branding.
  8. Save, share, or export charts to PDFs, images, or Excel formats.

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Model Overviews using Dashboards

This video introduces advisors and planners to Dashboards, the central hub in YCharts for monitoring portfolios, models, holdings, and key market data. You’ll learn how to build custom dashboards, add interactive modules, and share insights across your team to stay aligned.

 

Step by Step Instructions

  1. Access Dashboards from the YCharts home screen or Tools --> Monitor.
  2. Create a new dashboard or start with a prebuilt template.
  3. Add and arrange modules such as market commentary, charts, security lists, text, images, and more.
  4. Organize the layout using drag-and-drop, reordering tools, and the Condense option.
  5. Customize modules by adjusting metrics, layouts, annotations, and visual settings.
  6. Add portfolio insights with fundamental charts, holdings lists, and heat maps.
  7. Save and share the dashboard with your team, assigning view or edit permissions as needed.

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Customizing Reports in Report Builder

This video introduces advisors and planners to Reports and the Report Builder tool, showing how to quickly create client-ready reports using saved research, portfolios, and charts. You’ll learn how to customize layouts, apply firm branding, and generate polished reports for presentations and client delivery.

 

Step by Step Instructions

  1. Access Report Builder from Tools --> Reports.
  2. Select Create New to edit a prebuilt report template or build a custom report from scratch.
  3. Add content such as portfolios, key statistics, charts, comp tables, dashboards, and more.
  4. Customize the report by adjusting sections, metrics, layouts, and data views.
  5. Apply firm branding through Account Settings > Report Branding, including logos, custom colors, and disclosures.
  6. Set reporting preferences such as as-of date and performance period.
  7. Generate and export the report as a PDF for client sharing or presentations.

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Applying Risk Profiles to Portfolios

This video shows advisors and planners how to create Risk Profiles and incorporate them into client reports. You’ll learn how to define risk levels, set benchmarks and targets, and align portfolios and models to clearly communicate risk and allocation objectives.

 

Step by Step Instructions

  1. Open Risk Profiles from the Tools menu --> Manage.
  2. Select Create New to build a risk profile, then add a name and optional description.
  3. Define the risk level using qualitative labels or quantitative ranges.
  4. Assign a benchmark and set target allocations with low and high ranges.
  5. Add supporting risk and return metrics and associate relevant models or strategies.
  6. Save the risk profile and apply it within client reports.
  7. Generate reports with the Risk Profile embedded, including allocation details and visual comparisons.

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Researching Funds with Screeners

This video shows advisors and planners how to use the Fund Screener to quickly identify ETFs by applying peer groups, performance metrics, and expense ratios, and how to save and reuse screens for efficient research

 

Step by Step Instructions

  1. Access the Fund Screener from the Tools --> Research menu.
  2. Use Modify to refine results using qualitative criteria such as peer group, share class, fund family, and more.
  3. Select Add Filter to narrow results with quantitative metrics, including peer group rankings, performance, risk, and allocation data.
  4. Use Metric Columns to add supplemental data points to your results without further reducing the fund universe.
  5. Apply a scoring framework by selecting Scoring Models > Open Saved Model to systematically evaluate and compare funds across defined metrics.
  6. Save commonly used metrics by selecting Metric Sets to streamline future screens and analysis.
  7. Eliminate duplicate share classes by selecting Remove Duplicates in the upper-right corner.
  8. Save and share your screener by selecting Save As, then using Share to assign access and edit permissions to your team.

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Analyze Lists with Comp Tables

This video shows advisors and planners how to use Comp Tables to quickly analyze lists of securities, apply metrics at scale, and share insights with teammates. You’ll learn how to pull in saved screens, watchlists, and portfolios, add metrics efficiently, and export or share your analysis.

 

Step by Step Instructions

  1. Access Comp Tables from Tools --> Research.
  2. Use Lists to pull in data sets such as indices, watchlists, saved fund screens, or portfolios.
  3. Apply saved Metric Sets and Scoring Models to standardize and streamline your analysis.
  4. Enhance insights by adding summary statistics along with additional metric and info columns.
  5. Save your work by selecting New Comp Table (unsaved) in the upper-left corner, then choosing Save As.
  6. Share the Comp Table with your team by selecting Share, assigning the appropriate group, and setting edit permissions.
  7. Export the table to the Excel Add-in, CSV, or PDF using the export options.

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