The Portfolios holdings integration between VRGL and YCharts allows you to import any client household into YCharts to analyze, chart, and present your portfolio.
Activate the Integration
Deactivate the Integration
Troubleshooting
Frequently Asked Questions
Activation
To setup the integration in your YCharts account, first head to the Integrations page and toggle on the VRGL integration.
A pop-up window will appear prompting you to enter in your firm name and your associated VRGL account email address.
After entering that information in, you will submit a request to VRGL for the integration with YCharts and they will contact us directly giving us the proper credentials to successfully connect the integration. This process can take up to 1-2 weeks and you will be notified via email once it is fully activated.
Once provided with the necessary credentials, you’ll find the status on the Integration page updated to reflect as active.
You are now ready to start using te VRGL and YCharts Model portfolios integration. You can go to your model portfolios menu by hovering over tools, and clicking on Model Portfolios. Once you have done that, you can click on Import Holdings in the top right of the menu and choose VRGL from the menu.
Deactivation
This integration is manually handled by YCharts and VRGL. To disconnect from the integration, please contact your Account Manager or email support@ycharts.com.
Troubleshooting
There are only a couple of errors you may encounter while using the integration. If you’re troubleshooting and need additional support, contact YCharts support team.
Error: The selected item(s) do not have any holdings.
This error appears when you attempt to import entities that do not have holdings.
To resolve this issue:
- Try importing another type of entity.
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If you believe the holdings have not properly imported, reach out to YCharts support.
Frequently Asked Questions
- Can I import cost basis data from VRGL?
- No, cost basis information cannot be brought into YCharts via the VRGL integration.
- Is there a video available demonstrating the activation process?
- Yes, you can view the activation walkthrough here.
- If I make changes in VRGL, will those automatically update in YCharts?
- No, by default any changes made in VRGL will not transfer over to YCharts. You can change this setting your integration to automatically update here. You can choose from having holdings update daily, weekly, or monthly.