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.
Last updated: 10-25-2023
Tell the story of your client’s portfolio
Maintain consistency between YCharts and Addepar
Required Access Level
Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.View Configuration Guide
Connect YCharts to Addepar
Go to YCharts and activate the integration with Addepar.
Import portfolio data
Then, use YCharts Model Portfolios to easily select and import portfolio holdings.
What data points can I import from Addepar?
You can import portfolio holdings and weights into YCharts by searching your groups, or by importing portfolios via legal entities, accounts, clients, or funds.
Can I refresh Addepar data in YCharts once it's been imported?
Yes. After importing data for the first time, simply click 'Refresh Data' to pull the latest holdings and weights into YCharts.