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Stock & Fund Screeners

Build a strategy that outperforms

Generate new ideas and uncover the securities that put your investment strategies to work. Best-in-class Screeners enable you to find alpha-generating investments that can grow your portfolios and attract new business.

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Model Portfolios

Show prospects your value add

Visualize hypothetical performance, track and monitor key metrics, and validate your investment ideas. Model Portfolios enables comprehensive analysis to drive outperformance.

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YCharts Excel Add-in

Automate & scale asset gathering

Customize deliverables and communication materials to show prospects your philosophy at work, generating superior returns. Maintain your investment strategies in Excel and watch the intuitive formulas refresh with a single click.

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Sungarden uses YCharts to support proprietary selection strategies

Sungarden Investment Research runs multiple investment styles using proprietary hedged investing strategies. Using YCharts, they created their own security rating system to provide differentiated services to clients and prospects.

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