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YCharts Monthly Product Update: April 2023

At YCharts, we strive to be best-in-class when it comes to providing the tools wealth management professionals need to deliver great results for their clients. YCharts has grown into an all-in-one platform for investment research and client communication. Our guiding principle has always been to create software that elevates and enables our clients’ goals – tools that are easy to use, data that is reliable and timely, and customer service that stands head and shoulders above the industry. 

Here’s a look at YCharts’ most recent feature releases.

April 2023 Market Summary

Report Builder

Updates to the Report Builder include:

Saved Asset Modules: Users will now be able to pull in previously saved charts and data tables to further customize their reports. This includes previously created investment insights from Fundamental Charts, Comp Tables, Scatter Plot, and Timeseries Analysis. 

Tearsheet Modules: Four tearsheet modules are now available, including:
– Security Tearsheets (targets securities within the report)
– Fixed Security (targets any security)
– Holdings (targets holdings of the securities within the report)
– Top Ten Underlying Holdings (targets the top ten overlapping holdings of the securities within the report)

Presentation Reports: A new report type to view information in landscape view that is ideal for presentations and for creating chart decks. A popular use case is for teams to create monthly (or quarterly) chart books that summarize market conditions and review recent economic trends. 

Y-Rating Reports

The proprietary Y-Rating is calculated using a combination of the security’s Value score, Fundamental score, and Valuation from Historical Multiples score. The updated Y-Ratings report consolidates a security’s key stats, company information, financial statements, and a breakdown of the three noted criteria that make up the Y-Rating.

Holdings Data

The Holdings Overlap tab is now calculated using all stock and bond holdings that are held in a portfolio or fund that have a weight >0.001%. Additionally, the Holdings Comparables tab now displays all of a fund and portfolio’s individual holdings.

Enhanced Benchmark Drop Down

Users now have the option to toggle between the Broad Asset Class (default) or the YCharts Categorized benchmark view, which utilizes more targeted indices, on any fund’s quote page. Associated metrics will recalculate to reflect the selected benchmark and any generated reports will also be updated as well.

How Can We Improve?

Best of all, our product is built on feedback received from our users. With that in mind, we welcome any and all suggestions on any tools and features that you believe would make YCharts even better.

Connect with YCharts

To get in touch, contact YCharts via email at or by phone at (866) 965-7552

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©2023 YCharts, Inc. All Rights Reserved. YCharts, Inc. (“YCharts”) is not registered with the U.S. Securities and Exchange Commission (or with the securities regulatory authority or body of any state or any other jurisdiction) as an investment adviser, broker-dealer, or in any other capacity, and does not purport to provide investment advice or make investment recommendations. This report has been generated through application of the analytical tools and data provided through and is intended solely to assist you or your investment or other adviser(s) in conducting investment research. You should not construe this report as an offer to buy or sell, as a solicitation of an offer to buy or sell, or as a recommendation to buy, sell, hold or trade, any security or other financial instrument. For further information regarding your use of this report, please go to:

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