Monitoring Key Securities with Email Reports

Problem

It’s difficult to stay plugged into the markets all day. Many professionals appreciate easy ways to keep an eye on key data without digging into news, quoteboards, or charts every day. This workflow will allow users to view summary data on key holdings, investment opportunities, market benchmarks, and macro indicators in a streamlined view, reliably delivered in the same format, every day/week.

Solution

1. Let’s add WMT, SBUX, AWK, T, and V to a watchlist and name it “Moderate Key Holdings.” If you’re unsure of how to create one, please watch here for further instruction.
2. Once the watchlist is created, click on "Email Reports" in the Tools menu bar.
3. Click on the “Create New” in the top right hand corner.
4. In the report builder:
   1. Name the report "Key Holdings"
   2. Insert "Core holdings in conservative portfolio" as the description
   3. Choose the daily frequency
5. Click on "Add Module" to add some content. In the module screen, select "Stock Security List Review" and then select our watchlist "Moderate Key Holdings."
6. After adding the module, click on "Save" in the top right hand corner and "Preview" to show how the report will look.
7. Lastly, double check that you are subscribed to this report; you will begin receiving the "Moderate Key Holdings" report every day.