Spotlight: Report Builder

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YCharts 101: Adding Saved Assets to Reports Using Report Builder

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YCharts 101: Creating Chart Decks with Report Builder

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YCharts for Wholesalers: Report Builder

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YCharts 101: Exporting Scenarios into PDFs and Report Builder Modules

(5:20)

YCharts 101: Customizing Your PDFs with Report Builder

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YCharts Report Builder: How Financial Advisors Can Communicate with Impact \u0026 Grow AUM

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Keep your Eyes on the Volume...It's a leading indicator - Midweek Market Report with AJ Monte CMT

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Excel Stock Portfolio Dashboard - FREE File Download

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Charlie Bilello's Year End Strategy Session

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Spotlight Reporting - Learn the basics (30 mins)

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YCharts + Cerulli: Key Trends Among Advisor Practices

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How to Read Candlestick Charts (with ZERO experience)

(55:18)

How to Create Dashboards in Excel

(14:15)

Barchart 101 - Top Tips To Get You Started

(1:3:23)

YCharts 101: Setting Up Dashboards

(6:55)

YCharts 101: Using the Interactive Analysis Tool

(5:50)

How Has YCharts Reporting Improved Your Process?

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Spotlight: Portfolio PDF Reports

(2:12)

Spotlight: Data Table PDF Reports

(2:5)

YCharts 101: Creating Custom Tearsheets with Report Builder

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YCharts PDF Report Builder

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Dalbar + YCharts: Interpreting the New SEC Rules for Hypothetical Performance in Marketing Materials

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YCharts 101: Getting Started with Proposals \u0026 Talking Points

(6:8)

YCharts PDF Report Builder: 2024 NY Product Design Award Winner

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3 Ways to Fortify Your Portfolios and Present to Clients

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Spotlight: Custom Email Reports

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YCharts Product Demonstration Feb 2024

(3:32)

YCharts Advisor Speed Demo from FinancialAdvisor.TV

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