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

Advisors: Do Clients Perceive Your Value?

As a registered investment advisor (RIA) there are two common methods for growing your firm: Method 1: Grow AUM in current accounts. Method 2: Grow AUM by adding new accounts. Top advisors recognize that sustainable growth requires them to simultaneously focus on both methods. In order to grow the quantity and size of accounts managed, advisors must … 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

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