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How to Create CDs with Custom Securities

 

 

How to Create a CD:

1. Hover over Tools and select Custom Securities

Create a Custom Security in YCharts - Step 2

 

2. Select 'Create' 

Create a Custom Security in YCharts - Step 3

3.  Select Upload Data

Create a Custom Security in YCharts - Step 4

 

4. Select Download our template

Create a Custom Security in YCharts - Step 5

5. Fill out the template with 2 dates using the return of the CD

2026-03-16 18_59_58-upload_template (3) - Excel

 

6. Select Advanced Settings

Add a Custom Security With Fixed Percentage in YCharts - Step 1

 

7. Select Fixed in the the Continuation section

Add a Custom Security With Fixed Percentage in YCharts - Step 3

 

8. Enter the annualized return of the CD in the text box

Add a Custom Security With Fixed Percentage in YCharts - Step 8

 

9. Select Save at the top right

Add a Custom Security With Fixed Percentage in YCharts - Step 9