May 2017

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Below is a summary of the newly released product features and enhancements for YCharts Professional in the month of May. Click on any of the links below to take a closer look.



  • Released Excel Add-in 3.15
    • Added the "holdings_weight" YCI call that returns the symbols and weights of a fund's top 25 holdings
    • Click here for a video demonstration of the functionality


  • Added Multi-Select in "Modify Universe" widget in both screeners
    • Allows for easier modification of Equity & Fund Universes

Newly added features and product updates are largely a result of client requests and feedback. As always, feel free to email and we will take your feedback into consideration!

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