Archived Webinars

< Browse all Support Topics

Click on any of the topics below to watch the related content.

Go With the Flow - 7/17/2019
3 Steps to Winning New Business - 6/19/2019
Finding the Right Funds to Fit Your Strategy - 5/15/2019
Simplify and Scale Your Practice - 4/15/2019
Screening for Investment Ideas - 3/13/2019
Using Data Tables for Sector Analysis - 2/13/2019
Navigating the New Fundamental Charts - 1/16/2019
A Closer Look at Model Portfolios - 12/12/2018
Introduction to Model Portfolios - 10/23/2018
Leveraging Portfolio Holding Tools - 9/18/2018
Earnings - Don't Miss a Beat - 8/15/2018
Custom Email Reports - 7/18/2018
Staying Alert During Market Volatility - 4/18/2018
Customizing Your YCharts Account - 6/20/2018
Staying Alert During Market Volatility - 4/18/2018
Introduction to Smart Beta - 5/23/2018
Staying Alert During Market Volatility - 4/18/2018
Using Relative Calculations - 3/14/2018
Navigating Sector Rotation - 2/14/2018
Addressing Market Concerns - 1/17/2018
Year-End Presentation Tools - 12/13/2017
Portfolio Rebalancing - 11/29/2017
Excel Add-in Functionality - 9/20/2017
Economic Indicators - 8/16/2017
Industry Analysis - 7/19/2017
REIT Webinar - 5/17/2017
Technical Analysis - 4/19/2017
Portfolio Sync Functionality - 3/22/2017
Portfolio Creation Using ETFs - 2/22/2017
Earnings Analysis - 1/18/2017
Comparable Company & Fund Analysis - 11/16/2016
YCharts New Features - 10/19/2016
Dividend Analysis Tools - 9/21/2016
YCharts Marketing Tools - 8/31/2016
YCharts Proprietary Calculations - 7/20/2016
Economic Indicators and Analysis - 6/15/2016
Sharing and Collaboration - 5/25/2016
YCharts Portfolio Tools and Processes - 4/20/2016
Scoring Models and Tables - 3/16/2016
Excel Add-In Highlights - 1/20/2016
Cross Tool Integration - 12/16/2015
Leveraging Support - 2/17/2016
Recently Released Features - 11/11/2015

Go With the Flow

  • Learn how to use YCharts Fund Flow Report
  • Visualize fund flows using YCharts web tools
  • Construct tables to monitor Mutual Fund and ETF data

3 Steps to Winning New Business

  • Generating key market talking points
  • Uploading client portfolios to the Model Portfolio tool
  • Leveraging the Excel Add-in to build custom reports

Finding the Right Funds to Fit Your Strategy

  • Narrow a category of funds down to a shortlist of favorable options using the Fund Screener
  • Compare similar funds in Comp Tables based on factors important to your strategy
  • Leverage our new Fund Comparison Excel Template to present findings in an intuitive and efficient format

Simplify and Scale Your Practice ft. Jeff Kilburg

  • Stay tapped into the market anywhere, anytime
  • Scale model strategy creation and effectively communicate with clients
  • Evaluate and compare ETFs and portfolios using YCharts

Screening for Investment Ideas

  • Use the Stock Screener to to study trends in the retail sector
  • Evaluate custom metrics for a list of securities
  • Visualize economic data vs stocks in Fundamental Charts
  • Create a Custom Email Report on viable securities

Using Data Tables for Sector Analysis

  • Use the Equity Screener to analyze the Semiconductor Industry
  • Review point-in-time valuation ratios and fundamental metrics within Comp Tables
  • Leverage the revamped Timeseries Analysis tool to study historical trends in securities’ valuations

Navigating the New Fundamental Charts

  • Annotate price data with earnings announcements to see how the results affected the stock's performance
  • Visualize point in time annual rates of return since the beginning of your chart’s timeframe
  • View how close any metric is to it’s historic high, low, or average

A Closer Look at Model Portfolios

  • Review how to Create Model Portfolios & Benchmarks
  • Analyze Model Portfolios via Data Tables
  • Study recessionary periods using Model Portfolios
  • Monitor Model Portfolios via Custom Email Reports

Introduction to Model Portfolios

  • Visualize the hypothetical performance of a portfolio
  • Track & manage model portfolios used in your investment strategy
  • Build a blended benchmark & create custom indexes to compare with other securities
  • Validate & monitor the hypothetical performance of a new investment idea

Leveraging Portfolio Holding Tools

  • Studying market trends using economic data in Fundamental Charts
  • Adding portfolio holdings to Excel Templates and analyzing portfolio characteristics
  • Optimizing portfolio holdings to incorporate market theses and various allocations

Earnings - Don't Miss a Beat

  • Setting alerts on upcoming earnings dates
  • Finding companies with favorable estimates
  • Visualizing important metrics historically and forward-looking

Custom Email Reports

  • Benefiting from Custom Email Reports
  • Editing email report templates
  • Creating email reports from scratch
  • Reviewing ways to use email reports

Customizing Your YCharts Account

  • Setting up your dashboard
  • Creating default views in each tool
  • Constructing custom tables
  • Customizing Excel templates

Introduction to Smart Beta

  • Defining Smart Beta
  • Understanding why Smart Beta is gaining in popularity
  • Leveraging YCharts tools

Staying Alert During Market Volatility

  • Covering current market conditions
  • Setting up Dashboard & Alerts
  • Discussing other tools to leverage during market volatility

Using Relative Calculations

  • Explaining how Relative Calculations are calculated
  • Examine Macroeconomic Factors and Market Fundamentals
  • Demonstrate how to use Relative Calculations in various YCharts Tools

Navigating Sector Rotation

  • Study current sector rotation in equities
  • Use screening techniques to efficiently examine fund sector and security exposures
  • Evaluate sectors using YCharts Scoring Models to analyze risk/reward profile

Addressing Market Concerns

  • Evaluate fund manager performance in past markets
  • Monitor leading indicators to help better time strategy changes
  • Present strategies to clients/prospects highlighting the preventive measures taken to protect clients

Presentation Tools

  • Locating key market events
  • Visualizing key economic data
  • Creating presentation material

Portfolio Rebalancing

  • An overview of YCharts Rebalancing & Tax Loss Harvesting tools
  • Working through a hypothetical rebalance & tax harvest

Excel Add-in Functionality

  • Explaining YCP and YCS formulas
  • Analyzing YCharts most popular excel templates
  • Explaining re-sampling and aggregate function parameters in YCS formulas

Economic Indicators

  • Locating key economic reports and data-sets
  • Understanding what tools are available to help analyze economic indicators
  • Learning how economic indicators relate to different markets

Industry Analysis

  • Locating and utilizing Sector and Industry data in YCharts
  • Diving deep into analyzing an industry against its sector using benchmark proxies and economic data
  • Analyzing and Monitoring companies to find out-performers & key players

REIT Webinar

  • Explaining what a REIT is
  • Common reasons why individuals invest in REITS
  • REIT specific metrics
  • How to screen for REITS

Technical Analysis

  • Intro to Technicals on YCharts
  • Popular Metrics on YCharts
  • Using Technical Analysis in Screener
  • How to Leverage Technical Data in Excel

Current functionality of YCharts Portfolio Sync

  • What is Portfolio Sync?
  • Viewing up-to-date client account info on YCharts
  • Portfolio analysis tools online and via the Excel Add-in
  • Getting started with Portfolio Sync

New Metrics to find outperforming, low risk funds

  • Alpha
  • R Squared
  • Information Ratio
  • Upside/Downside Ratio

Portfolio analysis using ETFs

  • Historical Performance
  • Asset Allocation
  • Risk & Return Outlined

Disclaimer: Information provided by YCharts, Inc. should not be used as investment advice. YCharts, Inc. does not act in the capacity of a Registered Investment Advisor. For investment advice geared towards your specific needs, we encourage you to contact your financial planner or advisor.

Metrics and Data Points Available

  • Historical EPS and Estimates
  • Using tools to analyze earnings

YCharts' Unique Resources

  • Events Calendar
  • Direct Investor Relations research
  • New Excel documentation


  • Where to find them
  • How to use them
  • Creating a custom comparable list

Using Comparables in Excel

  • New 'related securities' YCI call
  • Updated templates using comparables

YCharts New Features:

  • New indices and economic data
  • New Estimates data provided by S&P
  • New fund data and details on how to screen using the new features

Dividend Types:

  • Locating different dividend classifications
  • How they are used in dividend calculations

Finding Income Investments:

  • Using the YChart's Screeners to locate income investment ideas
  • Implementing scoring models to find top performers

Analyzing Dividend Payments:

YCharts Marketing Materials:

  • Content that you can share online
  • How to integrate YCharts content through different mediums
  • Offline client presentation tools

The Y-Rating:

  • Value Score
  • Fundamental Score
  • Valuation based on Historical Multiples

Quant Strategy Scores:

  • Momentum Score
  • Market Cap Score
  • Quality Ratio Score

How to use calculations within the platform:

  • Equity Screener
  • Fundamental Chart
  • Excel Add-in

Locating Key Economic Indicators using:

  • Sector and industry pages
  • The search bar
  • The economic calendar

Using Economic Indicators for Analysis:

  • Adding Indicators to Watchlists and Charts
  • Formatting indicators in Timeseries


  • The content that you are able to share on YCharts
  • How to allow team members to view or edit shared content


  • Opening content that has been shared with you
  • How sharing can fit into your team's workflow

Portfolio Building and Analysis:

  • Online site tools
  • Pre-built excel templates

Portfolio Tracking and Reporting:

  • New excel templates available

Scoring Models:

  • Creating Fund and Equity scoring models
  • Ranking and sorting Equity/Fund universes by scoring models

New Tables:

  • Importing existing Watchlists and lists to Tables
  • Formatting data in Timeseries Analysis

Excel Add-In Highlights - 1/20/2016

Installing the Add-In:

  • Download, install, and activation
  • Common troubleshooting considerations

Excel Templates:

  • Using and modifying existing templates
  • Building your own templates

Cross Tool Integration - 12/16/2015

Idea Generation:

  • Screening
  • Working with fund holdings


  • List browser
  • Comparables, performance, valuation
  • Tables


  • Excel Add-in
  • Dashboard & Alerts

Leveraging Support - 2/17/2016

Contacting Support:

  • How to contact support
  • What method of contact is best for your particular question

Finding Current Support Content:

Recently Released Features - 11/11/2015

Newly Released Features:

  • Ratios/Spreads/Correlations in charts
  • Insider and Institutional Data

New Excel Templates:

  • Scatter Plots
  • Portfolio Correlations

Are you an investing professional?

Click here to request a live demo of YCharts Professional, our premium suite of tools and data.
Learn more about our professional products. Call (866) 965-7552 or email



Please note that this feature is only available as an add-on to YCharts subscriptions.

Please note that this feature requires full activation of your account and is not permitted during the free trial period.

Start My Free Trial {{}} No credit card required.

Already a subscriber? Sign in.