StockCharts In Focus

Portfolio Tracking Made Easy with Automatic Alerts & Reports

Grayson Roze

Grayson Roze

Director of Operations, StockCharts.com

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 ET on StockCharts TV. You can view all previously recorded episodes at this link.


Chart on, my friends.

Grayson Roze

Grayson Roze
About the author: is the author of Trading for Dummies and Tensile Trading: The 10 Essential Stages of Stock Market Mastery. He is also the Director 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. Learn More