Accepting an Imperfect Portfolio with Nick Maggiulli

  FEATURING: NICK MAGGIULLI Q: Tell us about your role at Ritholtz Wealth Management and your “Of Dollars And Data” blog. How do you hope to educate investors about the importance of data when making investment decisions? A: I maintain my blog at “Of Dollars And Data” to help people make better financial decisions using … Continued

Dr. J’s Flight to Bitcoin

FEATURING: JON NAJARIAN Click here to view in YCharts   Jon Najarian is a professional investor, market analyst on CNBC, and co-founder of Investitute.com, a financial education and newsletter services website on which he publishes his market observations and trade ideas. Jon has a rich history in investments and trading, having worked as a floor trader … Continued

Harness Volatility & Create Opportunity

While the VIX has long served as a volatility yardstick for investors, the index stepped into the limelight at the beginning of 2018 when it spiked to its highest level since mid-2015. The VIX cooled off for a time, but as we rolled into 2019, volatility returned. Just as was the case last year, investors are needing … Continued

“Some Losses Hurt Worse Than Others”

FEATURING JEFF MACKE Click to view $LYFT in YCharts “Some losses hurt worse than others” A private investor, director, author, social media personality, and former hedge fund manager — Jeff Macke is a lot of things. While he admits the “social media personality” moniker was somewhat of an accident, Jeff has taken his stature as … 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

Product Announcement: New Features in Fundamental Charts

We are excited to share several new functionalities within Fundamental Charts — one of our most heavily used tools. Our Fundamental Charts have long been known for their 4,500+ plottable financial metrics, intuitive interface, and striking appearance. The additional functionalities outlined below make this tool even more powerful. Having a best-in-class visualization tool is essential … Continued

Tax-Loss Harvesting Made Simple with YCharts

Tax-loss harvesting is a process, usually conducted annually, whereby investors seek to limit their portfolios’ capital gains taxes. Assuming you sold investments for a capital gain at some point in the year and will owe taxes on those gains, you may choose to sell other investments at a loss and offset the taxable income made … Continued

How YCharts Enables Our Customers to Succeed

YCharts is shining the spotlight on one of our Customer Success Managers, John Feller. John has been an integral part of YCharts support for over three years, spending his days enabling our customers to make smarter investment decisions. From answering support tickets and website chats a few years ago to effectively managing an entire region … Continued