YCharts users have a new way to share their investment insights with clients! Data views built in Comp Tables—a tool that creates clean, formatted data tables using securities, metrics, and custom scores of your choosing—are now exportable as client and printer-friendly PDFs. Whether comparing securities, evaluating your firm’s model portfolios, or auditing a holdings list, … Continued
We’re excited to announce the latest addition to the YCharts platform: Custom Securities. Simply put, Custom Securities enable you to upload your own data into YCharts, access performance, risk, and other metrics calculated off that data, and create holdings to use within Model Portfolios. You can use Custom Securities to add your portfolios’ past returns … Continued
We’re excited to announce Dynamic Model Portfolios as the latest addition to the YCharts platform. This game-changing enhancement to YCharts Model Portfolios, one of our most powerful tools, enables improved analysis and provides even more ways to communicate your strengths as an investment advisor. With new Dynamic Model Portfolios, you’re able to present and discuss … Continued
Quickflows leverage YCharts’ already powerful tools and data to conduct higher quality research, and in less time. The portfolio, stock, and mutual fund comparison tool draws on best practices of experienced YCharts users, condensing highly impactful workflows into single-click efforts via an easy-to-use and always-handy menu. We know that for investors and advisors, time is … Continued
While Henry Ford famously told Model T buyers, “you can have any color as long as it’s black,” today’s consumers expect a lot more when it comes to customer service, and especially personalization. If you’re a Netflix subscriber, you’ve probably enjoyed the personalized recommendations for new TV shows and movies that are similar to the … Continued
YCharts Professional users can now generate Model Portfolio Overview Reports, in just a few clicks, for any model portfolio, investment strategy, or blended benchmark. With this new functionality, YCharts will work with users to customize reports with their firm’s logo and color scheme, plus 17 different modules that cover returns, performance, exposures, risk, composition, and … Continued
(L to R: Josh Brown, Sean Brown, and Michael Batnick) Sean Brown, YCharts President and CEO, visited our friends at Ritholtz Wealth Management in New York to catch up and talk about how YCharts helps financial advisors. Sean sat down with Ritholtz’s CEO, Josh Brown, and Director of Research, Michael Batnick. Never short on … Continued
In order to put your vast and detailed knowledge set to work, you need a platform that can keep up with your fine-tuned research process yet help you simplify and relay insights to clients, prospects, and colleagues. (Remember, they haven’t studied this stuff for hundreds and hundreds of hours). CFAs need the horsepower of a … Continued
YCharts’ Timeseries Analysis tool enables you to access, format, and export historical stock, mutual fund, and ETF metrics, as well as economic indicators. Because Timeseries Analysis is a vital resource for data-driven investment decisions, YCharts has updated the tool’s interface to better serve our users. In-depth investment research often requires large data sets with multiple … Continued
While every new technology can claim to create efficiencies and move the wealth management industry forward, few tools receive consistent endorsements of industry voices and satisfied users. The T3/Inside Information 2019 Software Survey, conducted in tandem by Joel Bruckenstein and Bob Veres, is one of the industry’s largest and most comprehensive surveys. T3 is a … Continued