Draft and send your investor update

Steps

1. 1

   Step 1: Open Reports › Analysis and pick the Investor update tab.

2. 2

   Step 2: Press Draft and the month's update. Press Redraft from the books after the numbers change.

3. 3

   Step 3: Press Edit to write in your own words.

4. 4

   Step 4: Press Send, or Make a link and Copy link. Press Turn off to stop the link.

Good to know

• Analysis sharing and the investor update are on Pro and Holding.

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