Tools

Visualize your investment strategies to test and validate new investment ideas, compare performance & risk, and drive report-generation. Seamlessly import portfolio data via integration or file upload.

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Leverage over 4,000+ metrics, including performance, risk, and more, to select attributes that best showcase the distinct value propositions of your strategy & creating tailored proposals and reports.

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Keep your portfolios, top holdings, research lists, and favorite market & economic data front-and-center. Add watchlists, visuals, and earnings calendars & share with your team to stay aligned.

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Visualize any trend, any metric, and any security. From alpha to z-score & equities to SMAs, annotate charts with call-outs, overlay economic data, and add your firm’s logo and color scheme.

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Leverage this intuitive, drag-and-drop designer to create your ideal report or presentation. Featuring 5 different report types, 30+ modules, and several templates to choose from–and counting.

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Narrow a universe of 45,000+ mutual funds, ETFs & CEFs using your chosen criteria like performance & risk metrics, category rankings, brokerage-availability, security exposures & more.

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Filter 20,000+ equities and ADRs using 4,500+ qualitative and quantitative metrics. Generate smarter ideas and construct better portfolios using custom Scoring Models & your choice of data.

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Show the impact of withdrawals and deposits on a portfolio’s value. Add your investment strategy, define a time period and contribution type, and create compelling visuals for client conversations.

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Build the optimal allocation strategy to mitigate exposure to risk, maximize portfolio performance, and enhance data-driven decision-making for portfolio management.

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Automatically populate your Excel models with live data, saving you hours per week. Leverage 40+ pre-built templates for portfolio, company, and fund comparisons, or work with our dedicated team to convert existing workbooks.

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Highly impactful workflows, automated into single-click efforts via an easy-to-use and always-handy menu. Add any security to build visuals, comparison tables, economic impact scenarios, and more.

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Create an engaging experience for all your clients & prospects. Pre-built reports for portfolios, funds & stocks are customizable for length, data, visuals, and a logo & colors of your choosing.

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Illustrate risk vs. reward for different securities, plot your portfolios against an efficient frontier, and understand how individual holdings are affecting portfolio-level metrics.

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Build comprehensive data tables to compare and contrast portfolios, funds, stocks, and other securities. Add custom Scoring Models with metrics and weights of your choosing, and export to shareable, formatted PDFs.

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Upload your own historical data to YCharts to use in Model Portfolios and visual creation. Add strategy return histories, non-public investment returns, and other proxies, then assign asset class information for use throughout the YCharts platform.

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Construct tailored market updates with your portfolios, top holdings, and key economic data, sent straight to your inbox on a daily, weekly, or monthly cadence.

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Overlay price action with technical indicators and custom views to monitor your entries and exits. Leverage 30+ technical indicators and more than 28,000 equities and indices.

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Quickly aggregate historical economic data or index performance, align unlike frequencies for cleaner comparisons, and export as a .csv, .xlsx, or to the YCharts Excel Add-in.