YCharts Quick Extract

YCharts’ AI-powered data extraction and analysis tool, part of our integrated research and proposal platform, further streamlines portfolio generation and analysis, reduces turnaround time, and helps you win AUM faster. With the ability to convert data from various file and image formats, this tool optimizes every step of the portfolio creation and proposal process.

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Upload and Extract Portfolio Data from Any File, Even Screenshots

This innovative tool offers seamless support for multiple file formats, including .PDF, .PNG, .JPG, .CSV, and .XLSX. Powered by advanced multimodal AI, it intelligently reads and extracts data from both documents and images, allowing you to effortlessly create portfolios directly within the YCharts platform. Once uploaded, portfolios can be analyzed, optimized, and incorporated into proposals and reports—all in one streamlined workflow.

Built to Support Fully Integrated Workflows

YCharts' data extraction tool delivers a seamless, efficient solution to jumpstart portfolio creation and analysis on our platform. Once uploaded, wealth managers can easily generate side-by-side comparison reports between their models and client portfolios, or dive into detailed risk and performance metrics to identify underperforming assets. This tool is another way YCharts streamlines portfolio analysis, enabling you to accelerate AUM growth.

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