You can enable the "Select all and Auto add future events" checkboxes to receive updates on all relevant events, including future additions.
Yes, you can temporarily change the status of the assistant by toggling the switch to pause or activate it.
Yes, you can create multiple assistants for the same portfolio or set of portfolios by following the steps outlined above for creating an assistant.
Indian Capital Markets:
1. Earnings calls
2. MDNA Annual Reports
3. Broker Reports (Coming Soon)
US Capital Markets:
1. Earnings calls
2. MDNA 10-k Reports
3. MDNA 10-q Reports
To change notification preferences:
1. To remove notifications from WhatsApp (WA) only and continue receiving them via email:
- Click on the edit icon associated with the assistant you wish to modify.
- Remove "WhatsApp" from the output settings.
- Click save to apply changes.
To completely stop receiving notifications:
- Navigate to the Assistant Dashboard.
- In the status column, turn off the corresponding assistant to stop all notifications.
To add or remove companies, you need to either create or select a new portfolio or edit the existing portfolio within the Assistant. Once updated, the alerts will automatically reflect the changes.
