YCharts Fashions ‘Model Portfolios’ Analysis Feature

The Model Portfolios feature will help buy-side firms dress up their portfolios individually with bespoke accessories that reflect what clients now expect portfolios to include.


Chicago-based fundamental research platform provider YCharts has introduced a new feature, dubbed Model Portfolios, which allows investment professionals to create custom portfolios on-the-fly that can combine securities and funds, for attracting new investments and benchmarking existing portfolios.

The vendor rolled out the new feature last week after four months of development and around six weeks of beta testing with “a couple dozen users” who gave feedback and helped iron out any bugs.

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