Archived Webinars

< Browse all Support Topics

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

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



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



Comparables

  • 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



Sharing:

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

Collaboration:

  • 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

Research:

  • List browser
  • Comparables, performance, valuation
  • Tables

Monitoring:

  • 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

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