• Fri. May 17th, 2024

Portfolio Tracking Made Easy with Automatic Alerts & Reports | StockCharts In Focus

The Perfect Starter to Build Your Daily Market Review Routine | StockCharts In Focus

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On this week’s edition of StockCharts TV‘s StockCharts in Focus, Grayson shares how to automate some of your portfolio tracking routines. Starting from scratch, he’ll walk you through creating a sample portfolio using a ChartList, then show you how to set that portfolio up with ChartList Reports. This allows you to automatically monitor your portfolio with daily and weekly reports sent straight to your email.

This video was originally broadcast on October 28, 2022. Click on the above image to watch on our dedicated StockCharts in Focus page on StockCharts TV, or click this link to watch on YouTube. You can also watch on our on-demand website, StockChartsTV.com, using this link.

New episodes of StockCharts in Focus air Fridays at 3pm PT on StockCharts TV. You can view all previously recorded episodes at this link.

Grayson Roze

About the author:
Grayson Roze is the author of Trading for Dummies (Wiley, 2017) and Tensile Trading: The 10 Essential Stages of Stock Market Mastery (Wiley, 2016). He is also the Vice President of Operations at StockCharts.com and the co-founder of Stock Market Mastery. Grayson speaks regularly at investment seminars across the country, including to organizations such as the CMT Association and the American Association of Individual Investors (AAII). He holds a Bachelor’s degree from Swarthmore College, where he studied Economics and Psychology.

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Image and article originally from stockcharts.com. Read the original article here.