Monitor Key Holdings, Benchmarks, and Indicators
Rather than spending hours sifting through the news to find a closing price or expected dividend, you can build a Custom Email Report to receive the information you value regularly and in an intuitive, sharable format. View summary data on key holdings, investment opportunities, market benchmarks and macro indicators in a streamlined view.
Communicate with Clients Consistently & Effectively
Provide holistic recommendations by including a snapshot of data to
accompany your commentary & advice. Build multiple Custom Email Reports to provide client-specific information on major holdings, engaging clients in a simple and personalized way, all with minimal time & effort.
Stay Alert of Upcoming Events & Risk Exposure
Regardless of investment strategy, important events often affect the risk a position may carry during a trading session. Custom Email Reports keep you up-to-date on earnings calls, dividends & announcements for your most important holdings with personalized calendar alerts.
Try Email Reports for yourself.
Complimentary access
To YCharts Professional. No credit card, no obligations.
Powerful tools
In one platform to drive idea generation, portfolio construction, analysis, visualization, and communication.
Robust data
Covering thousands of metrics on 25k+ equities, 40k+ mutual funds, and 26k+ indices, and 400k+ economic indicators.