New on YCharts: Custom Securities

We’re excited to announce the latest addition to the YCharts platform: Custom Securities. Simply put, Custom Securities enable you to upload your own data into YCharts, access performance, risk, and other metrics calculated off that data, and create holdings to use within Model Portfolios. You can use Custom Securities to add your portfolios’ past returns … Continued

New Product Announcement: Dynamic Model Portfolios

We’re excited to announce Dynamic Model Portfolios as the latest addition to the YCharts platform. This game-changing enhancement to YCharts Model Portfolios, one of our most powerful tools, enables improved analysis and provides even more ways to communicate your strengths as an investment advisor. With new Dynamic Model Portfolios, you’re able to present and discuss … Continued