Live stream preview
Portfolio Tracking Made Easy With Automatic Alerts & Reports | Grayson Roze
38m
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, and 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.