Maintain consistency and enhance your analysis by sending portfolio and account data to YCharts. Using powerful analysis and reporting tools, you can easily model Addepar portfolio data and test new ideas within charts, scatter plots, tables, and more.

Tell the story of your client’s portfolio

  • Incorporate Addepar holdings into charts, scatter plots, tables, and more for proposals and reports in YCharts.

Maintain consistency between YCharts and Addepar

  • Avoid the hassle of ‘copy and paste’ with a simple on-demand import of your client's portfolio data.