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: Timeseries Analysis

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: Examine Valuation Trends Timeseries Data Formatting Examine Valuation Trends Use Timeseries Analysis to find trends in specific companies’ valuation. Select a … Continued