Add the ability to receive daily, weekly, monthly email notifications with balance changes on all portfolios.
The email should contain the summary information, P/L information for the last week, last month, YTD, and overall. Other information points could be added as needed.
Add the ability to receive daily, weekly, monthly email notifications with balance changes on all portfolios.
The email should contain the summary information, P/L information for the last week, last month, YTD, and overall. Other information points could be added as needed.