Product Announcement: New Features in Fundamental Charts

We are excited to share several new functionalities within Fundamental Charts — one of our most heavily used tools. Our Fundamental Charts have long been known for their 4,500+ plottable financial metrics, intuitive interface, and striking appearance. The additional functionalities outlined below make this tool even more powerful. Having a best-in-class visualization tool is essential … Continued

Tax-Loss Harvesting Made Simple with YCharts

Tax-loss harvesting is a process, usually conducted annually, whereby investors seek to limit their portfolios’ capital gains taxes. Assuming you sold investments for a capital gain at some point in the year and will owe taxes on those gains, you may choose to sell other investments at a loss and offset the taxable income made … Continued

New Product Announcement: Model Portfolios

We’re excited to announce our most recent, and most requested, product development of this year — Model Portfolios. YCharts Model Portfolios combine the power of Excel with the ease and accessibility of a web-based platform. Select securities, percentage weights, and a benchmark — then analyze your portfolio’s performance, risk, and allocation metrics. Do all of this … Continued

New Product Announcement: Email Reports

We’re excited to announce our newest product addition — Email Reports. YCharts Email Reports are fully customizable and give you the ability to construct tailored market updates sent straight to your inbox at intervals of your choosing. There are innumerable options available for market update emails — each varying in quality of format, content, and … Continued

How YCharts Enables Our Customers to Succeed

YCharts is shining the spotlight on one of our Customer Success Managers, John Feller. John has been an integral part of YCharts support for over three years, spending his days enabling our customers to make smarter investment decisions. From answering support tickets and website chats a few years ago to effectively managing an entire region … Continued

YCharts Enables TD Advisors to Make Smarter Investment Decisions

As the premier cloud-based investment decision making platform, YCharts offers TD Ameritrade Advisors comprehensive data with powerful tools and outstanding customer support to enable them to develop and visually communicate unique insights, make smarter investment decisions, and save significant time. After years of client conversations, product development enhancements and understanding how YCharts fits into the … Continued