Scatter Plot

Connect the dots and tell a story with data.

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Visualize risk vs. reward

Validate your research process by using a Scatter Plot to illustrate the potential benefits and drawbacks of stocks, funds, or other securities. Clean, intuitive visuals create a compelling conversation point with clients.

Compare portfolios to an efficient frontier proxy

Spot opportunities to minimize portfolio risk and enhance returns by comparing your strategies to an efficient frontier proxy. Win new business and exceed client expectations by recommending optimal allocations, relative to those of competitors.

See how individual holdings affect portfolio-level metrics

Take a look “under the hood” to see what’s really driving portfolio performance. With Scatter Plot, you and your clients can understand how each holding impacts portfolio level metrics, and pinpoint which ones are driving or dragging-on ideal outcomes.

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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 28k+ equities, 75k+ mutual funds, 26k+ indices, and 400k+ economic indicators

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