Introducing Quickflows: A portfolio, stock and mutual fund comparison tool

Quickflows leverage YCharts’ already powerful tools and data to conduct higher quality research, and in less time. Drawing on best practices of experienced YCharts users, Quickflows condense 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 a scarce supply. While you may have … Continued

How To Create Better Touchpoints with Clients

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

Introducing Model Portfolio Overview Reports

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

We Are Here To Help

 (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

Top 3 Reasons CFAs Choose YCharts

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

Product Update: New & Improved Timeseries Analysis

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

YCharts Defends “Top Tool” Title

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

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