Shareable Alerts!
Under Consideration
A user should be able to set an alert that triggers for the whole group they are a part of.
A user should be able to set an alert that triggers for the whole group they are a part of.
I like this idea
Sooooo many technical issues with getting this done...tracks requests here and we will look again if it is often requested.
Sooooo many technical issues with getting this done...tracks requests here and we will look again if it is often requested.
Can only be requested as often as we have users leveraging sharing - unfortunately that isn't super often yet. Idea here is to set alerts for a group instead of just your own account. I would also say this is less important than some kind of alert when a note is shared.
Can only be requested as often as we have users leveraging sharing - unfortunately that isn't super often yet. Idea here is to set alerts for a group instead of just your own account. I would also say this is less important than some kind of alert when a note is shared.
Requested by Dave Wagner at Opus Capital. Enterprise $12k
Requested by Dave Wagner at Opus Capital. Enterprise $12k
Adding Fellers contribution from a separate idea/request. Same concept but if someone sets alerts on a shared watchlist, they will trigger for everyone. Great point he makes in regards to larger firms or multi seat deals. We're seeing more and more of these.
We're getting larger and larger firms on YCharts and they all have shared watchlists. Currently, you can't set alerts on a watchlist that has been shared with you.
Blakely Financial - 4 Professionals. One guy makes the watchlists and the other three use them and update on occasion. The other three can't set daily price alerts for the holdings and makes them sadness.
Adding Fellers contribution from a separate idea/request. Same concept but if someone sets alerts on a shared watchlist, they will trigger for everyone. Great point he makes in regards to larger firms or multi seat deals. We're seeing more and more of these.
We're getting larger and larger firms on YCharts and they all have shared watchlists. Currently, you can't set alerts on a watchlist that has been shared with you.
Blakely Financial - 4 Professionals. One guy makes the watchlists and the other three use them and update on occasion. The other three can't set daily price alerts for the holdings and makes them sadness.
Requested by Brendan Skinner at Archford Capital (Dynasty Firm)
Requested by Brendan Skinner at Archford Capital (Dynasty Firm)
Requested by Brandon Garrett - Snow Garrett Wealth - $15k
Requested by Brandon Garrett - Snow Garrett Wealth - $15k
Requested by Christopher Moore at Rathbone Warwick - $12k
Requested by Christopher Moore at Rathbone Warwick - $12k
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