In One Chart: How This Government Shutdown Is Different… So Far

Good luck turning on your TV or checking the news online without hearing about it — Hundreds of thousands of government employees are on furlough. Republicans and Democrats are trading blame every hour. President Trump promised a wall and is threatening national emergency to get it. The current US government shutdown is the longest ever … Continued

New Product Announcement: Model Portfolios

We’re excited to announce our most recent, and most requested, product development of this year — Model Portfolios. YCharts Model Portfolios combine the power of Excel with the ease and accessibility of a web-based platform. Select securities, percentage weights, and a benchmark — then analyze your portfolio’s performance, risk, and allocation metrics. Do all of this … Continued

The Plight of the Modern Financial Advisor: Time is Not on Their Side

Financial advisors come in all shapes and sizes, but all have one unifying trait — their time is limited. Most advisors wear many hats — sales, support, research, IT, compliance, HR, planning — the list goes on. I hear the phrase “I’m just so busy” at least three times a day when I’m talking to … Continued

Need Help Appealing to Millennials? Try YCharts

By James McGuinness, Director of Sales at YCharts. Why YCharts? I get asked this question every day. Why should I explore YCharts as a research tool? What sets your solution apart? How is YCharts going to help me solve my business problems? Before I provide an answer, I’d like to introduce myself. My name is James … 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