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YCharts 101: NEW Notes, Sharing, Alerts, and in-app Notification Features

This YCharts 101 video demonstrates how to use our enhanced Notes, Sharing, Alerts, and in-app Notification Features.

- Notes: You can now add Notes to Alerts or when sharing something with members of your organization. Notes are sent by email, and are particularly useful for reminding yourself to take a specific action when an Alert triggers, or to leave your team a message when sharing a Chart, Portfolio, or Stock/Fund Screen with them.
- Alerts: You can now search & filter all of your Alerts by security or financial metric in Alerts Manager. No more scrolling and sifting through tens (or hundreds, or thousands) of Alerts!
- Notifications: You now have more control over what Alert-based emails to receive from YCharts. No matter what you choose, new Notifications will always populate on the status bar with a red icon.

0:00 Introduction
0:26 Filtering by metric/security
0:41 Adding notes to alerts
2:00 Alerts Module on Dashboard
2:10 System sharing function
3:09 Account Email Notifications settings
3:32 Status bar overview

Want to see how YCharts can enhance your investment research?
- Watch our 5-minute product demo: https://www.youtube.com/watch?v=iiqitlzjsLU
- Get started with a Free 7-Day Trial here: https://tinyurl.com/ysrdy97k

More YCharts videos like this: https://tinyurl.com/5n97nv8k

Follow us on social media!
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https://www.facebook.com/ychartsinc/
*Disclaimer: Any investment ideas communicated in this video are solely for product demonstration purposes, and are not meant to serve as investment advice.

Видео YCharts 101: NEW Notes, Sharing, Alerts, and in-app Notification Features канала YCharts
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2 февраля 2023 г. 20:55:15
00:04:24
Яндекс.Метрика