YCharts Monthly Product Update: September 2026

At YCharts, we strive to be best-in-class when it comes to providing the tools wealth management professionals rely on to deliver great results for their clients. YCharts has grown into an all-in-one platform that supports the full advisor workflow, from investment research and portfolio construction to proposals, client engagement, and ongoing market monitoring. Our guiding principle has always been to create software that elevates and enables our clients’ goals with tools that are easy to use, data that is reliable and timely, and support that stands head and shoulders above the industry.

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

September 2026 Summary

Risk & Proposal Manager

Bring risk assessment, proposals, and client management together with Risk & Proposal Manager so you can move from first conversation to long-term client in one platform. With this add-on, you can send a customizable risk tolerance questionnaire, tie the responses to your firm’s risk framework and model portfolios, and build a proposal that shows the why behind your recommendation. Ongoing monitoring compares each portfolio’s allocation to its risk profile targets, so you can spot drift early. Connect with our team to add it to your plan or learn more.

Income Tab for Portfolios & Funds

See projected annual income and historical yield in one place with a new Income tab on Portfolios and Fund pages, providing visibility into projected annual income and historical portfolio-level yield. Use these metrics to guide income-focused client conversations without building custom reports.

Batch Statement Uploads in Quick Extract

Streamline portfolio imports by uploading batches of statement files directly into Quick Extract. Processing multiple files at once eliminates repetitive manual steps, so you can move into analysis and proposal generation faster.

Currency Selection in Fund Charts

Convert return visuals into preferred global currencies with the new currency selector in Fund Charts. Tailor chart outputs for international holdings or multi-currency client reviews in just a few clicks.

August 2026 Summary

Alternatives Data Coverage

Access coverage for private markets and alternative investments in the new Alternatives List Page. Research Hamilton Lane private markets benchmarks, unlisted closed-end funds, and hedge fund strategies alongside the rest of a portfolio, and evaluate each one the same way you would any other holding. A separate Alternatives Data add-on goes further with fund-level coverage of private capital, iCapital, and semi-liquid funds, so you can run diligence on a specific fund rather than a whole category. To add it to your subscription, reach out to your YCharts representative or visit our FAQ page for more details.

Report Builder: Section Enhancements

Report Builder sections can now be reordered and previewed before you finalize a report, and your section selections can be saved as a template preference.

Report Builder: US vs. Non-US Allocation

Report Builder now includes US vs. Non-US Asset Allocation metrics, giving you a clearer breakdown of domestic versus international equity exposure within a portfolio.

Household Auto-Benchmark Logic

Household Portfolio auto-benchmarks now factor in underlying holdings, giving you a more accurate benchmark comparison at the household level without manual setup.

July 2026 Summary

Log In with Google and LinkedIn

You can now sign in to YCharts using your Google or LinkedIn account. This gives you a faster, more secure way into the platform without managing another set of login credentials.

Quick Extract: Page Selection

Quick Extract now lets you select specific pages from a statement before extracting, so you can pull in only the accounts and holdings you need. This cuts down on cleanup and moves you into analysis and proposals sooner.

Resize Columns in Tables and Screeners

You can now widen and narrow individual columns in Comp Tables, Timeseries, and the Stock and Fund Screeners to fit the data that matters most. This change makes longer names and text-heavy values easier to read, whether you’re scanning results or setting up a view to share.

Report Builder: Branding by Share Group

For firms managing multiple brands, Report Builder now lets you control which logo and branding appear on generated reports, set at the Share Group level. This helps teams keep client-facing materials consistent across affiliated advisors, so each report carries the right branding automatically.

Report Builder: Quarter-Page Modules for Timeseries and Comp Tables

Report Builder adds more layout flexibility this month. Timeseries and Comp Tables modules are now available in a quarter-page size, and Comp Tables modules support additional rows to reduce white space, giving you more control over how visuals and data fit on a page.

June 2026 Summary

Y, AI Agent

Y is YCharts’ AI agent. It accepts plain-language requests and executes them directly on the platform: building portfolios, running reports, screening securities, scheduling recurring tasks, and generating client-ready content. Tasks run in the background, with a notification when complete, so advisors can stay focused on other work. See all that Y can do here.

Quick Extract Enhancements

Quick Extract now includes a built-in data validation layer and an enhanced portfolio editor, giving advisors a chance to review and correct AI-extracted data before it moves into analysis or proposals. Extraction runs in the background and notifies you when complete, so you can keep working in the meantime. Multi-account household uploads let you bring in an entire household’s holdings in a single import rather than repeating the process account by account.

Portfolio Currency

Portfolios now support a base currency setting, allowing advisors to assign CAD, USD, EUR, GBP, or other global currencies at the portfolio level. Once selected, YCharts converts holdings, values, allocations, and performance into that currency, including the impact of FX movements, even when a portfolio contains securities denominated in multiple currencies. Existing portfolios are unaffected unless a currency is applied.

May 2026 Summary

Expected Return & Expected Volatility Metrics

Two new forward-looking metrics are now available across the platform: Expected Return and Expected Volatility. Use these alongside existing risk and return data to evaluate investment tradeoffs more clearly and support more informed portfolio construction conversations with clients.

Portfolio Costs Module

The new Portfolio Costs Module, available in the Allocation section of Portfolios, gives advisors a clear view of total portfolio expenses at the portfolio level. Use it to support fee transparency conversations and build more complete, client-ready proposals.

Model Portfolio Dividend Metrics

Model Portfolios now surfaces dedicated dividend metrics, giving you cleaner access to income-focused data at the portfolio level. For firms managing income-oriented clients or evaluating yield within portfolio construction, this update keeps the analysis in one place.

Dashboards: Duplication, Edit Sharing & Video Modules

You can now duplicate existing Dashboards, making it easy to create new versions for different clients or use cases without rebuilding from scratch. Edit sharing allows team members to collaborate on and update shared Dashboards together, supporting more consistent workflows across teams. Dashboards also now support an embedded Video Module, with Loom videos supported, giving you a new way to deliver market updates or portfolio walkthroughs directly within a Dashboard.

April 2026 Summary

Expanded Holdings Report Module

Report Builder now includes the Expanded Holdings Report Module, automatically populating a portfolio’s underlying holdings including exposure, concentration, and overlap data directly into client reports. Export a PDF directly from the Holdings Overlap tab in Portfolios for quick, on-the-fly sharing.

Model Portfolios: Auto-Benchmarking

Model Portfolios now support automatic benchmark assignment, saving you the time and guesswork of building benchmarks manually. YCharts analyzes a portfolio’s holdings, maps each exposure to the appropriate index, and builds a weighted blended benchmark that updates automatically as holdings change. If you prefer a hands-on approach, custom benchmarks remain available.

Estimated Income and Expenses Metrics

Model Portfolios now surfaces Estimated Income and Estimated Expenses at the portfolio and household level. Both metrics give you a clearer picture of projected cash flow and costs, supporting more informed client conversations.

Report Builder: Acknowledgements Module

A new Acknowledgements module is now available in Report Builder, giving you a dedicated space for client sign-off language and disclosures within custom reports. Whether you’re documenting investment policy acknowledgements or adding firm-required language, the module keeps everything organized within the report itself.

March 2026 Summary

Factor Analysis

Break down portfolio and fund performance through common investment factors like Growth, Value, Momentum, and Quality to better understand what’s driving returns and risk. Visualize factor tilts relative to peers to support more informed allocation decisions and clearer client conversations.

Account View Report Module

Deliver deeper account-level reporting with metrics like cost basis, gain/loss, and estimated tax liability. The Account View module in Report Builder makes it easy to bring the relevant data into a single, client-ready output without manual work or one-off explanations.

February 2026 Summary

Hamilton Lane Benchmarks

Access new benchmarks from Hamilton Lane to evaluate emerging private market strategies with trusted, institutional-grade performance data. Compare various alternative investment asset classes like private equity, credit, and real assets confidently without relying on proxies.

Mappings Manager

Resolve unmatched securities and known proxies during portfolio imports with the new Mappings Manager. Save common mappings for automatic application and process large batches at once, reducing manual cleanup and helping you move more quickly into client analysis.

Yield Curve Dashboard Module

Add live Treasury yield curves directly to your Dashboards to monitor interest rate trends alongside portfolios and other market visuals. Keep macro context in view during client reviews and market discussions without switching between tools.

Broad Asset Class Optimization

Portfolio Optimizer now supports adjustments by broad asset class in addition to individual holdings. Make allocation changes at the asset class level while maintaining flexibility across your overall portfolio. 

January 2026 Summary

My YCharts Report History

My YCharts now includes report history, giving you a clear view of previously generated reports and available templates. This supports standardized client communications and helps firms scale consistent, client-facing materials for prospecting and ongoing relationship management.

Report Builder Quarter-Page Modules

Report Builder now supports quarter-page pie chart modules, adding more flexibility to how visuals are arranged within reports. Use smaller charts to combine data and commentary more effectively in proposals and presentations.

Cash Rebalancing on New Portfolios

New portfolios now include cash in the rebalancing workflow by default, helping allocations reflect real client portfolios from the start. This reduces setup steps and supports more consistent analysis for proposals and client reviews.

December 2025 Summary

Fund Charts: PDF Download with Custom Footer

Fund Charts can now be downloaded as PDFs with a custom footer, making it easier to share polished, client-ready visuals. Add firm branding or disclosure language directly to exported charts to ensure your materials stay consistent with firm standards across reports, proposals, and presentations.

Quick Extract: Shares-Prioritized Holding Weights

Holding weights in Quick Extract now prioritize shares over dollar values, helping you review key portfolio positions more efficiently. This enhancement supports proposal preparation and prospect analysis with clear, usable insights.

November 2025 Summary

My YCharts and Bulk Move

Organize your saved charts, Dashboards, visuals, and reports in a single place with My YCharts. Additionally, the new Bulk Move functionality allows you to quickly reorganize items, keeping your workspace streamlined and making it easier to find and reuse the resources you rely on most.

Cash Rebalancing

Model Portfolios now supports cash in the rebalancing workflow, providing a more accurate representation of how clients are invested. This enhancement allows you to rebalance cash alongside the rest of your holdings to keep asset allocations consistent over time.

AI Chat: Custom Disclosure Language

AI Chat now supports customizable disclosure language, allowing you to align outputs with your firm’s communication standards. Tailor the disclosure to fit internal guidelines or client-facing expectations so every AI-generated insight, chart, or explanation is consistent with your compliance requirements.

October 2025 Summary

Enhanced Report Builder

Report Builder now includes expanded customization and compliance controls, giving advisors more flexibility to tailor reports for each client while compliance departments can keep firm standards in place. Lock required sections like disclosures and cover pages, adjust modules to fit client goals and preferences, and build reports that are faster to create, consistent with your brand, and compliant across every presentation.

Custom Image Module for Dashboards

Bring your firm’s visuals and branding directly into Dashboards with the new Custom Image module. Upload logos, graphics, or other visuals alongside charts and commentary to create more engaging client views and internal presentations, helping you deliver polished, branded experiences across every touchpoint.

Holdings Overlap: Create Custom PDF Modules

Generate multiple custom PDF modules directly from your Holdings Overlap results. Quickly highlight key differences between portfolios, strategies, or funds, and export polished visuals that make your reports clearer and more client-ready.

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 hello@ycharts.com or by phone at (866) 965-7552

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