SS&C Technologies — fundamentals

How to use it.

How do I add a company or metric?

Press ⌘K to open the search bar, find a company or metric, and the + adds it to your chart. It works on any stock or metric page too, collecting series as you research.

Can I compare one metric across companies?

Yes. Add a metric, then add the same one for other companies, and each plots as its own series. You can also chart several metrics for a single company.

Can I share or export a chart?

Yes. Copy a link to the exact view, or export the chart as a high-res PNG for a deck or socials.

Can I style each series?

Each row in the tray sets its own chart type (bar, line, area), YoY % growth, separate axis, and reference lines, plus a color picker to recolor the series.

How do I set the time range?

Pick the start and end periods from the two dropdowns under the controls. Your window stays in the URL across the Quarterly, Annual, and TTM views.