Skip to content
English - United States
Contact us
  • There are no suggestions because the search field is empty.

Dashboards: Overview

Discover how the YCharts Dashboard helps you save time and enhance client communication by centralizing securities and economic data in one place. Easily customize visuals, metrics, and data points for quick insights, and seamlessly share dashboards across your team.


How to Create a Dashboard:

1. Select YCharts at the top left to navigate to the dashboard


Create A New Dashboard And Add A Security List - Step 1

 

2. Select Manage at the top right

Create A New Dashboard And Add A Security List - Step 2

 

 

3. Select New Dashboard on the left side

Create A New Dashboard And Add A Security List - Step 3 (1)

 

4. Give the new dashboard a title

Create A New Dashboard And Add A Security List - Step 5

 

5. Select Add Module to add modules to the dashboard

Create A New Dashboard And Add A Security List - Step 6

6. Resize the modules using by dragging the bottom right corner

Create A New Dashboard And Add A Security List - Step 15

 

7. Reorder the modules using the arrow icon at the top right of the module

Create A New Dashboard And Add A Security List - Step 16