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Quick Extract: Overview

Quick Extract is an AI-powered tool on YCharts that makes it easy to recreate portfolios from prospect statements, client accounts, or model strategies. By uploading PDFs, images, or Excel files, you can automatically extract holdings, weights, and cost basis—saving time and accelerating the proposal process.

 

How to Upload  Portfolio Data via Quick Extract:

  1. Open the Portfolios tool under the Tools tab.
  2. Select Create New --> Blank Portfolio and choose either Model Portfolio or Client Portfolio
  3. Click Upload Data  and then drag and drop or upload a PDF, image, or Excel file (e.g., brokerage statement or screenshot).
  4. YCharts will automatically extract holdings, weights, and cost basis using AI.
  5. Review and edit the uploaded data as needed.
  6. Once the Portfolio is created you will be able to review key stats, allocations, and details will be generated instantly.
  7. To quickly create a report for your portfolio, select ‘Reports’ and choose the report you wish to use.
  8. Click to generate the report or proposal.