YCharts Product Demonstration Feb 2024

YCharts is used by thousands of advisors and asset managers for investment research, portfolio construction, report/proposal generation, and client communication.
Visit www.ycharts.com​​​ to get started with a free 7-day trial.
0:00 What Can YCharts Do for You?
0:19 Proposal & Report Outputs
0:29 Dashboard: A Customizable Home Base
0:50 Heat Maps: Visualize What's Moving
1:10 Screeners: Large Library of Security Data
1:37 Quote Page Data
1:57 Portfolios: Import Client Holdings and Build Models
2:17 Charting: Visual Narratives that Clients Understand
2:29 Scenarios: Illustrate an Investment Horizon
2:46 Build Proposals, Portfolio Reports, and Presentations
3:18 Get in Touch for More Information!
Follow us on social media!
intent/follow?scr...
/ ycharts
/ ychartsinc
*Disclaimer: Any investment ideas communicated in this video are solely for product demonstration purposes, and are not meant to serve as investment advice.