What Is the Tearsheet Builder?

The Tearsheet Overview Report is a quick and easy way to create a condensed reports on YCharts. As with other report types, the Tearsheet tool offers 30+ report modules covering returns, risk, allocations, exposures, holdings breakdowns, and more.

This tool is especially useful for generating snapshot views of portfolios, funds, or other investment vehicles. Ideal for client presentations or internal analysis, the Tearsheet builder helps simplify complex financial data into actionable insights.

Please keep in mind that our reports are not available to be generated for individual stocks.