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YCharts + iRebal®

Streamline Your Investment Strategy with Advanced Portfolio Analysis Workflows

Simplify and enhance your portfolio management processes with the dynamic two-way integration between YCharts and iRebal®. This powerful partnership empowers financial advisors and portfolio managers to seamlessly import and export portfolio holdings, enabling optimized asset allocations and investment strategies directly within iRebal®. With access to YCharts’ comprehensive analytics tools, including the Portfolio Optimizer, Scenarios, and Attribution Analysis tools, you can fine-tune investment strategies to precisely meet client goals and objectives.


iRebal® is a technology offering of Schwab. Rebalancing does not protect against losses or guarantee that an investor’s goals will be met. Market volatility, volume, and system availability may delay account access and trade executions.


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