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How Do I Update a Custom Security?

Steps to Update Security History:

1. Hover over Tools and select Custom Securities

Create a Custom Security in YCharts - Step 2

 

2. Click the Download Source File button to download the current security data.

Update Custom Security History in YCharts - Step 2

3. Add the new data points to the downloaded file.

2026-03-16 19_21_22-upload_template (1) (1) - Excel

4. Re-upload the updated file back into the Custom Security Editor to update the security history on the site.

Create a Custom Security in YCharts - Step 6