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Model Portfolios

Test and improve model strategies

Model Portfolios’ highly visual interface and customizable metrics make your theories about investing stand out when communicating with clients and engaging prospects. Validate your investment hypotheses, highlight performance against custom benchmarks, and show why you have a winning strategy.

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YCharts Excel Add-in

Automate & share your market research

Create client reports using the powerful YCharts Excel Add-In. Leverage more than thirty bespoke templates, ranging from side-by-side portfolio comparisons down to single company analyses. Customizability and branding help create touch points and highlight your value-add to clients and prospects.

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Fundamental Charts

Visualize your insights

Answer client questions or compare the performance of two peers. Fundamental Charts makes even the most complex analyses visual, intuitive, and shareable. Add your firm’s logo and distribute via email, blog, newsletter, or social media to educate clients and prospects.

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BDF saves time & resources with YCharts

With $4 billion in assets under management, Balasa Dinverno Foltz, LLC leverages YCharts Enterprise to streamline their research process, collaborate on investment strategies, and communicate with clients and prospects.

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