Conduct detailed historical analyses with YCharts' Timeseries Analysis. Import multiple data points and analyze trends across custom time periods. Data can be exported for further analysis in YCharts’ Excel Add-in or other platforms.
How to Build a Timeseries Analysis:
1. Head to the Timeseries Analysis tool, a blank table should appear.
2. Enter in your securities using the security search box, or use the Lists button to add in a watchlist, portfolio holdings, screener results, etc.
3. Add in your metrics using the metric search box, the 'Browse' button or you can add a Metric Set. Learn how to create a metric set here.
4. Adjust the date range of your series by choosing a specific start and end date.
5. Adjust the frequency. This will indicate the frequency at which the data is displayed in the table. Note: you will need to choose a frequency in order to export the data to Excel.
6. Save your table by clicking 'New Timeseries Analysis' in the top left corner and selecting Save As from the dropdown menu.
