YCharts 101: Getting Started with Dynamic Model Portfolios

Explore Dynamic Model Portfolios, a tool that can upload dynamic holdings data to build model strategies, import client holdings, analyze portfolio data, and generate PDF reports.
This 5-minute demo walks through how to create a Dynamic Model Portfolio and leverage it throughout YCharts.
Introduction - 0:00
Creating a new Blank Dynamic Portfolio- 0:23
Downloading the Excel Template - 0:38
Going over the Upload Template - 1:01
Importing and Saving the Portfolio - 1:50
Quote Page Tab - 2:29
Stress Test Tab - 2:50
Quickflows - 3:03
Generating Portfolio Reports - 4:12
Contact Us - 5:02
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*Disclaimer: Any investment ideas communicated in this video are solely for product demonstration purposes, and are not meant to serve as investment advice.