Interactive Analysis: Overview

 YCharts' Interactive Analysis Tool enables advisors and clients to use hypothetical performance to collaborate on personalized portfolio scenarios, empowering clients to make informed decisions and advisors to stay in regulatory compliance.

How to Create an Interactive Analysis:

1. Hover over Tools, select Interactive Analysis
2. Select Create New at the top right
3. Enter a client name and objective, then select Create
4. Enter the security or portfolio you'd like to use in the Security section
5. Select a Compare To option
6. Enter an initial investment and a target investment
7. Add the start and end dates of the scenario
8. Select + Add a Scenario
9. Enter a scenario name
10. Select Withdrawal or Contribution
11. Select the withdrawal/contribution type
12. Enter the value of the withdrawal or contribution
13. Select the withdrawal/contribution frequency
14. If you'd like to periodically adjust the withdrawal/contribution, select the Rate of change checkbox
15. Enter the start and end date of the scenario
16. Select Add
17. Select Calculate at the top right