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Expert Tips -

Expert Tips: Dashboard

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions.

Click to jump to each Expert Tip:

Quickflows

Your Watchlists in the Earnings Calendar

Access YCharts on Your Phone

Mutual Fund Investment Strategies

Key Stats Comparison

Relative Performance and Valuations

Customizing Quote Pages

Add Multiple Tickers to Watchlists

Institutional Investor Ownership Percentage

Creating Alerts

Price Target Upside

Default Screens

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Quickflows

Launch Quickflows from the Quote Page of any portfolio, mutual fund, ETF, or stock quote page. Click the “Quickflows” tab on the right edge of the quote page (or the link at the top of stock quote pages) to see pre-built analyses, such as dividends and earnings for stocks or performance and comparison analyses for mutual funds.

introducing quickflows

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Your Watchlists in the Earnings Calendar

Hover over the “Data” tab then click “Events Calendar” to view Earnings, Dividends, and other events by date. Next, check only “Earnings”, click “Select a List”, then “My Watchlists”. Select any Equity Watchlist you’ve built and scroll through dates on the left panel to quickly see which companies have upcoming earnings announcements.

watchlist earnings calendar

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Access YCharts On Your Phone

Need to access YCharts on-the-go? Visit ycharts.com via your mobile web browser. Next, for Apple/Safari users, click the “Share” icon at the bottom of the page; Android/Chrome users, click the vertical hamburger menu in the top-right. Finally, select “Add to Home Screen”. You’ll now see the “Y” icon among all your other apps.

add YC as app 175px

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Mutual Fund Investment Strategies

A mutual fund’s Investment Strategy tells you how the fund intends to achieve its investment objective and indicates the approach the fund’s managers take in deciding which securities to buy and sell. A summary Investment Strategy and other important prospectus information is available in the right panel of every Mutual Fund quote page.

mutual funds investment description

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Key Stats Comparison

Need to see how a stock compares to its peers across key stats such as performance, dividends, risk, and forward estimates? From any stock quote page, click the “Key Stats” tab, then “Key Stats Comparison” to evaluate a stock against a comp set of 5 other equities.

key stat comparison

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Relative Performance & Valuations

Quickly gauge a company’s performance and valuation relative to those of its industry and sector. From any Company Quote Page, click on the “Performance” or “Valuation” tab then scroll to see that company’s EBITDA margin, return on equity, PE and PS ratios, and more compared to the same metrics for its peers.

rel perf val 2

 

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Customizing Quote Pages

Customize the company-specific information you see on any quote page — under “Profile”, click “Edit” then search or browse by category. Add items such as “Dividend Frequency”, “Long Description”, or “Last Fiscal Year End”. All changes will be reflected across all company quote pages.

41. customizing quote pages

 

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Add Multiple Tickers To Watchlists

Add a bulk list of securities to a new Watchlist on your Dashboard by copying and pasting a list of tickers then pressing enter. When each ticker is recognized and locked in, it will appear in a light blue box. Lastly, click “Save Watchlist.”

watchlist bulk add-1

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Institutional Investor Ownership Percentage

Investigate the behavior of big buyers by charting Institutional Investor Ownership Percentage. This metric can give insight as to what degree banks and funds are participating in younger industries and low-volume securities.

instl ownerhip 2

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Creating Alerts

Alerts can be set for any security directly from the Dashboard. Choose a company ticker, any financial metric, and set a threshold to alert you via email or Dashboard notification. Never miss a material price change, earnings release, or newsworthy event again.

create alerts-1

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Price Target Upside

Wall Street analysts provide a price target estimate to forecast a company’s future earning power.  Leverage this estimate by adding this metric to your analysis.

PriceTargetUpside

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Default Screens

Many screens start with the same qualitative criteria.  Save time by setting up your standard filters as defaults:

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