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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.

To upload using the Quick Extract tool, follow the below steps: 

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

For a detailed walkthrough on how to use this tool, please view the video below: