Skip to content

YCharts Monthly Product Update: August 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.

August 2023 Summary

Technical Charts

Technical Charts has been revamped with an updated look & feel similar to YCharts’  well-established Fundamental Charts tool to provide a more visually appealing design and enhanced user experience. The same robust features and visualization options from the previous iteration are maintained in this update including the ability for users to choose between line, OHLC, and candlestick chart styles and overlay price action with technical indicators & custom views.

Report Builder

Updates to the Report Builder include:

Increased PDF Image Upload Limit: Users can now include a PDF file up to a total of 30 pages within their personalized reports using the “Full Page Image” module. Popular use cases include Investment Policy Statements (IPS), proprietary research materials, firm investment objectives, team bios, and investment policies.

Comp Table and Timeseries Analysis modules: Available in the Overview and Comparison reports, users can drag and drop these new modules into their personalized reports to analyze portfolio holdings & securities head-to-head utilizing YCharts’ 4,000+ available financial metrics for a specific point in time or historically.


Updates to the Scenarios Builder include:

Share Capabilities: Foster further collaboration by sharing insights with your teams, generate embed codes for external media, and even directly via a “tinyurl” link to other YCharts users.

Show Base Case Option: Once a scenario has been built out, users have the ability to “Show Base Case” in the Scenario Chart alongside the options to show standard deviation, net contributions & withdrawals, and benchmark comparison.

Comp Tables

Draw direct comparisons for any type of security leveraging the new best/worst returns and up/down months risk metrics. Lookback periods for both include: 3-month, 6-month, 1-year, 3-year, 5-year, 7-year, 10-year, and since inception. Additionally, you can utilize these metric sets within YCharts’ Stock & Fund Screener too.

July 2023 Summary

Portfolio Optimizer

Build the optimal allocation strategy to mitigate exposure to risk, maximize portfolio performance, and enhance data-driven decision-making for portfolio management using YCharts’ Portfolio Optimizer. This powerful tool perfectly complements YCharts’ Model Portfolios tool, offering an additional layer of analysis that focuses on risk and performance metrics to help streamline the development of the ideal asset allocation for your clients.

Available Strategies

Advisors will be able to develop an allocation strategy based on a client’s risk tolerance and long-term return goals in a matter of clicks. Select from four different strategies, including:

Maximize Sharpe Ratio: This strategy aims to identify the portfolio allocation with the highest risk-adjusted return, also known as the tangency portfolio. The Sharpe ratio measures the return earned per unit of risk taken, allowing investors to find investments with the best risk-return tradeoff.

Minimize Standard Deviation: This strategy aims to optimize the portfolio by minimizing its overall risk and reducing volatility to create a more stable and predictable portfolio.

Target Return: This strategy aims to minimize portfolio performance volatility for a user-defined target return.

Target Standard Deviation: This strategy aims to maximize portfolio return for a user-defined target risk.

After running a strategy, advisors can analyze the optimized portfolio along an efficient frontier, enabling them to recommend the optimal security weights tailored to their client’s risk-reward preferences.

Correlation Matrix

The Correlation Matrix uses correlation coefficients ranging from -1.0 to 1.0. A correlation coefficient of 1.0 indicates a perfect positive linear relationship between two holdings, while -1.0 signifies a perfect negative linear relationship. A correlation coefficient of zero suggests no linear relationship between the portfolio holdings. By utilizing the Correlation Matrix, users can assess the degree of performance similarity among securities and make informed decisions to maintain a diversified portfolio.

Scenarios Future Dates

Users can now build out a hypothetical scenario that includes an end date that goes into the future. Using either CAPM Expected Return, 10-year Total Return, or a custom percentage rate of return, the Scenarios Builder is able to project future anticipated returns for any given strategy. See how to use this new feature:

Navigation Bar

The YCharts navigation menu has been reorganized to better group investment data types, frequently used tool workflows, and customer support resources. Note that “Sectors”, “Investment Strategies”, and “News” can now be found within the Tools section. Additionally, Model Portfolios is now listed as “Portfolios”.

June 2023 Summary

Pershing Integration

The integration between YCharts and BNY Pershing, which includes access to data via Pershing Advisory Solutions, lets users seamlessly import account holdings and weights to build model portfolios, create visually compelling comparison reports, perform in-depth portfolio analysis, and streamline the creation & sharing of client communication and prospecting materials across your team. Get started here.

Watchlist Manager

YCharters can now view all their watchlists on one page. Our Watchlist Manager tool allows you to create, edit, filter, share, and delete watchlists.

Report Builder

Updates to the Report Builder include:

Stress Test Modules: Gain insights into the performance of a security or model during the market’s most turbulent periods of time. Users can choose up to six different time periods for this full-page module, including the Financial Crisis (10/15/2007 – 3/2/2009), Real Estate Crisis (9/25/2006 – 3/31/2011), Coronavirus Crisis (2/20/2020 – 12/31/2020), and more.

Granular KPI Data

YCharts now offers granular KPI data for stocks, seamlessly integrated from, throughout the platform. Pull in data points like Amazon’s “Advertising Revenue” or even “Paid Subscriber” numbers from Netflix or Disney+ into YCharts’ charting tools to provide a holistic view of a company’s performance for a more accurate analysis of its business operations. Not a particular dataset you’re interested in? Reach out to our Support Team to see if that information is available to be added to the platform.

Dark Mode

Instead of YCharts’ default dark text against a light background view, users can turn on Dark Mode to update their settings to display light color text presented against a darker backdrop, reducing the amount of light emitted from their computer screen. Navigate to your account’s User Preferences section to enable this feature.

May 2023 Summary

Report Builder

Updates to the Report Builder include:

Live Preview: When building an investment report or presentation template, users will now see the visuals and data they’ll be adding in real-time and up-to-date with the latest information. Previously, placeholder images were used until users generated the report.

Custom Text Modules: Users can now provide additional commentary tailored for their upcoming client or prospect conversations. Highlight any key metrics or insights to personalize reports even further. Additionally, users can use this module to add any additional disclosures not already automatically generated.


To streamline meeting prep for an upcoming prospect or client check-in, users can now download a PDF Report of any built Scenario. The report includes a Portfolio Summary, Net Contributions/ Withdrawals, and a Contribution/Withdrawals Table to cover all your bases. Additionally, Scenario modules of these same sections have been added to YCharts’ Report Builder to further customize your investment reports.

Alerts Manager

Users now have more control over their account’s notification preferences  Update and share  Alerts with your teams to monitor any important securities or portfolios you’re tracking. Additionally, users will be able to mute any previously shared alerts that aren’t of interest to them.


A new set of Bloomberg Indices, including Municipal Bond Short 1-5 Year and Municipal Bond 1-10 Year Blend are now available. Browse all available Bloomberg indices on the platform here.

Stress Test Tab

Available for any security or previously created Model Portfolio, users can now perform a direct comparison against another security or portfolio of interest within their respective Stress Test Tab. Additionally, users will be able to download a PDF report that consolidates all of the modules within this tab, which will include any user-defined security comparisons and associated benchmarks to ensure a complete investment narrative.


Users can now import Portfolio Groups through the Orion integration in addition to Client, Account, Model, or Model Aggregate data into YCharts, which were previously available, to power their report and proposal generation, as well as portfolio research and analysis.

April 2023 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

Interested in adding YCharts to your technology stack? Sign up for a 7-Day Free Trial.


©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:

Next Article

Monthly Market Wrap: August 2023

Read More →

Subscribe to the YCharts Blog