YCharts 101: Getting Started with Model Portfolios

Explore Model Portfolios, a tool designed to build model strategies, import client holdings, analyze portfolio data, and generate PDF reports.

This short demo walks through how to create a Model Portfolio and leverage it throughout YCharts.

Introduction - 0:00
Importing a Portfolio via Integration - 0:35
Different Blank Portfolio Types - 1:18
Creating a Model Portfolio - 1:56
Inputting Holdings Directly - 2:06
Inputting Holdings via Excel Template- 2:22
Using the ‘Cash’ Holding - 3:23
Editing the ‘Start of Series’ - 3:55
Quote Page Tab - 4:33
Holdings Overlap Tab- 5:01
Attribution tab - 5:19
Quickflows - 5:28
Setting Alerts for the Portfolio - 6:40
Generating Portfolio Reports - 6:57
Contact Us - 7:43

Want to see how YCharts can enhance your investment research?
- Watch our 5-minute product demo: YCharts Overview Demonstration
- Get started with a Free 7-Day Trial here: https://tinyurl.com/ysrdy97k

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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.

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