My YCharts: Overview

My YCharts provides a centralized place to view and manage all of your saved content across YCharts. This includes portfolios, charts, watchlists, tables, and more.
With customizable folders and flexible organization tools, My YCharts makes it easy to structure your materials based on how you run your practice.

What You Can Do with My YCharts

• View all saved assets in one unified dashboard

• Create folders to categorize items by household, prospect type, reporting period, or any system that works for you

• Add and remove multiple assets from folders at once

• Share folders with colleagues to provide consistent access to materials

• Organize archived or retired items separately to keep your main workspace clear