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Expert Tips - August 1, 2018

Expert Tips: Email Reports

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions.

Click to jump to each Expert Tip:

Add Saved Screen Events to Email Reports

Add Charts to Email Reports

Customize the Weekly Market Pulse

Email Reports – New Frequencies

Email Reports

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Add Saved Screen Events to Email Reports

Stay informed of earnings, dividend, and stock split events for companies that fit your investment strategies. In Email Reports, click “Add Module”, then “Stock Events Calendar”, and finally “Saved Screens”, to select and include any Stock Screens that you have created and saved.

saved screen events in email reports

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Add Charts to Email Reports

Create even more impactful Email Reports by adding charts for relevant securities or data. After creating and saving a Fundamental Chart, it will become available in the “Add Module” menu within Email Reports. Charts can include stocks, ETFs, Mutual Funds, and economic data.

add charts to email reports
 

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Customize The Weekly Market Pulse

The YCharts Weekly Market Pulse is a total market summary with performance data, events calendars, and economic indicators. In the “Tools” menu, click “Email Reports” to customize the Weekly Market Pulse as you like or build custom Email Reports to get the news and updates you need delivered right to your inbox.

customize pulse

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Email Reports — New Frequencies

Leverage the two new frequencies for Email Reports. In addition to the nine highly customizable Email Reports modules, you can now choose from Daily, Weekly, Monthly & Quarterly frequencies.

CER frequency

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Email Reports

Build your own custom market updates — or select from YCharts’ list of proprietary reports — to receive only the information you want, exactly when you need it. This new feature provides actionable data and delivers a fully customizable performance report right to your inbox.

CER

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