Understanding Your Risk Tolerance with Manish Khatta

FEATURING: MANISH KHATTA Q: Tell us about Potomac Fund Management. How does your team serve independent financial advisors? A: At Potomac Fund Management, we have a long history of being an investment strategist providing risk-managed, tactical model portfolios to independent financial advisors. We strongly believe that the best portfolios are diversified across trading strategies and … Continued

Economic Update — Reviewing Q4 2019

Ebbs and flows in the macroeconomy can often lead to tides of change for different sectors, industries, and public companies. Investors, especially those with longer time horizons, look for insights in economic data released by research companies and government agencies to make strategic adjustments to their portfolios. For that reason, YCharts collects and makes available … Continued

Trouble with the Curve

FEATURING: GARY RIBE, CFA Q: Can you tell us a little bit about Accretive Wealth Partners and what you do there? A: Accretive is a wealth management firm in New Jersey that primarily serves high-net-worth clients. My co-managing partners focus on planning while I’m the chief investment officer and run point on our portfolios. Our … Continued

The Earnings Season Playbook

Earnings season rolls around four times a year and brings with it a frenzy of information. The beats and misses, EPS and revenue, excitement and uncertainty all combine for a dizzying few weeks. Don’t get us wrong, it’s important information. Whether it’s a huge swing or a minor movement, earnings announcements make more information available … Continued

Top 3 Reasons CFAs Choose YCharts

In order to put your vast and detailed knowledge set to work, you need a platform that can keep up with your fine-tuned research process yet help you simplify and relay insights to clients, prospects, and colleagues. (Remember, they haven’t studied this stuff for hundreds and hundreds of hours). CFAs need the horsepower of a … Continued

Product Update: New & Improved Timeseries Analysis

YCharts’ Timeseries Analysis tool enables you to access, format, and export historical stock, mutual fund, and ETF metrics, as well as economic indicators. Because Timeseries Analysis is a vital resource for data-driven investment decisions, YCharts has updated the tool’s interface to better serve our users. In-depth investment research often requires large data sets with multiple … Continued

Expert Tips: Excel Add-in

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions. Click to jump to each Expert Tip: Flatten Formulas in YCharts Excel Add-in Export Data to Excel from Charts Excel Add-in Reference Guides     Flatten … Continued

The YCharts Excel Add-In is Here to Help You Paint a Picture, Any Way That You Would Like

By Rushi Shah, Customer Success Associate at YCharts. One of my most influential college professors used to describe investing as an art. He would explain how even though a lot of it boils down to client returns and beating benchmarks, there’s an infinite number of ways to get there. In a time where it seems like one … Continued