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How to Create Private Equity Funds with Custom Securities


How to Create a Private Equity Fund:

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

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 Levels or Returns of the private equity funds along with the dates of those levels or returns

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

 

6. Save the template

2026-03-16 18_52_11-upload_template (3) - Excel

 

7. Return to the Upload Data button and upload the template

Create a Custom Security in YCharts - Step 6

 

8. Select Save at the top right

Create a Custom Security in YCharts - Step 14