MODEL PORTFOLIOS

Build, visualize and compare investment strategies.

Visualize your investment strategies and share with clients and prospects. Model Portfolios are powerful, intuitive and enable in-depth analysis for all your model-based strategies.

  • Test and validate new investment ideas and strategies
  • Educate clients and prospects using customizable Portfolio Overview Reports
  • Compare and contrast performance and risks of your model-based strategies
Learn More About Model Portfolios

CUSTOM REPORTS

Create an engaging, personalized client experience.

Custom Reports analyze and compare portfolios, mutual funds and other securities using clean and client-friendly visuals. Compare a prospect’s portfolio to your recommended strategy or drive investment committee decision-making.

  • Customizable with firm colors, logo and disclosure
  • Select and organize data, metrics and visuals to guide client and prospect conversations
  • Highly shareable and print-ready PDF format
Learn More About Custom Reports

FUNDAMENTAL CHARTS

Create visuals to share your insights.

While most investment charting tools are limited to price, YCharts enables visualization of any metric, from alpha to z-score and everything in between. Set custom date ranges, overlay with economic indicators and indexes and compare securities to let your analysis tell a story.

  • Metrics for equities, funds, portfolios and economic indicators
  • Exportable visuals and data as .png and .csv files, respectively
  • Custom branding with your firm logo and colors
Learn more about Fundamental Charts

STOCK SCREENER

Uncover data-driven investment ideas.

As the most powerful securities filtering tool on the market, the Stock Screener enables you to leverage your own investment philosophy, generate smarter ideas and construct better portfolios. Use custom Scoring Models to identify and weight the factors that matter most to you.

  • 20,000+ equities and ADRs
  • 4,500 quantitative and qualitative metrics
  • Add Scoring Models based on your proprietary strategy
Learn more about the Stock Screener

FUND SCREENER

Dive deep, but stay out of the weeds.

The Fund Screener narrows YCharts’ expansive fund universe to meet your strategy and goals. Available criteria include fund families, security-level exposures, allocations, and brokerage availability. Percentile filters enable identification of top funds in a given category.

  • Over 45,000 mutual funds, ETFs, and CEFs
  • Leverage 20+ pre-built fund screens
  • Forward metrics based on analyst reports
Learn more about the Fund Screener

EXCEL ADD-IN

Automate your analysis & save time.

The YCharts Excel Add-In takes a powerful financial analysis tool to new heights. Automatically populate your models with current data, intuitive syntax and ongoing support from a dedicated in-house team, saving you hours per week.

  • Automatic data population
  • 40+ pre-built templates for common stock, fund and portfolio evaluations
  • Dedicated team of support engineers
Learn more about the Excel Add-In

COMP TABLES

Compare stocks, ETFs, mutual funds and portfolios.

Build comprehensive data tables that compare and contrast securities or strategies. Define your list of securities with intuitive type-to-search and implement your proprietary methodology with Scoring Models that rank securities on metrics of your choosing.

  • Leverage 15 pre-built comparison tables
  • Add Scoring Models based on your proprietary strategy
  • Export formatted data tables to Excel
Learn more about Comp Tables

TIMESERIES ANALYSIS

Better, faster historical analysis.

Rather than spending hours formatting data, let Timeseries Analysis do the work. Select your ideal metrics, reported on the frequency of your choosing, and export the data to power historical analysis or regression modeling.

  • Quickly aggregate entire historical data sets
  • Leverage more than a dozen pre-built timeseries data tables
  • Analyze historical data trends from company financials
Learn more about Timeseries Analysis

EMAIL REPORTS

A market update you actually want.

A one-stop, streamlined solution for price quotes, earnings announcements and other market data sent right to your inbox. Construct tailored market updates, add your thoughts and commentary then forward to valuable clients and prospects.

  • Daily, weekly or monthly email frequencies
  • Include all securities & indicators available on YCharts
  • Report modules include charts, return summaries, data tables and event calendars
Learn more about Email Reports

TECHNICAL CHARTS

Timing is everything.

When you buy can be equally as important as what you buy, and timing may separate profits and losses. Our Technical Charts tool enables the overlaying of price action with technical indicators and custom views to monitor your entries and exits.

  • 30 technical indicators
  • 20,000 equities and indices
  • Fully customizable
Learn more about Technical Charts

Have questions? Get in Touch.