Scatter Plot: Overview

The Scatter plot tool allows you to plot data points on an X-Axis and Y-Axis grid to compare and contract securities and data. Scatter plots allow for advisors/investors to do a different type of graphical analysis with securities data. On YCharts, you can run your scatter plot analysis in two forms: a Point-in-Time Scatter Plot and a Timeseries Scatter Plot. 

How to Build a Scatter Plot

1. Head to the Scatter Plot tool 
2. Add your securities using either the securities search box or add a saved watchlist, portfolio holdings, screener results, etc. using the Lists button. 
3. Choose the Scatter Plot Type
   1. Point in Time: Allows you to plot a single X and Y data point for each security added to your chart. You can select any metric for your X-Axis metric and Y-Axis metric as well as a historical date for each metric. If each security you have selected has a data point available for your X-Axis and Y-Axis inputs, a point will be plotted on the chart.
   2. Timeseries: Allows you to plot a series of X and Y data points for each security added to your chart. You can select any metric that has historical values to add to your scatter plot. Once you select a time range for your data, the time series data will be plotted onto your chart for all dates that contain a metric value for both X-Axis and Y-Axis metrics.
4. Choose your metrics for the X and Y Axis
5. If using the Point in Time Type, add in a date or leave blank to populate the most recent value. 
6. Make sure to save your chart by selecting 'New Scatter Plot' --> Save As.