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Charts and Video from MFO Premium Webinar – Thursday, 15 April 2021

edited April 16 in MFO Premium

On Thursday, April 15th, we will host two webinars about the MFO Premium search tool site.

The site helps individual investors and financial advisers 1) sort through the vast number of funds available today based on criteria important to them, 2) maintain candidate lists of promising funds to conduct further due diligence on, and 3) monitor risk and return performance of their current portfolios.

Since our last webinar in January, which featured my colleague Lynn Bolin, the site has experienced several upgrades, including:


  • Redesigned MultiSearch user interface

  • Dashboard of Launch Alerts tool

  • Saved Searches feature in MultiSearch

  • Expanded Watchlists and Portfolios

  • Jump Scroll, Plus Search, and Exclude Category features in MultiSearch

The morning session will be at 11 am Pacific time (2pm Eastern). The afternoon at 2pm Pacific time (5pm Eastern). The webinars will be enabled by Zoom. You are welcome to register for both webinars.

Please use the following links to register for the morning session or afternoon session. Each will last nominally 1 hour, including questions.

Material covered in previous webinar can be found here.

Hope to you can join us again on the call. If you have any topics you'd like discussed, or general questions, happy to answer promptly via email ([email protected]) or scheduled call.

Comments

  • Thanks very much for scheduling this Charles. I was just learning how to play around with the new features today. I like the pre-set screens you've added. Also the design is very intuitive. Thanks very much for all of your work on this Charles. We all get alot of benefits from your efforts.
  • @MikeW. Thank you! Just went live with another pretty large upgrade to MultiSearch. Basically, treating all selection criteria as independent, so can select not just say MFO Rating but also Martin level. Makes it very easy now to appreciate the various screening options. Lipper also dropped March ending data this morning. Hoping to get ratings updated by tonight or early tomorrow. c
  • Just posted charts and video from yesterday's webinar here.
  • Thx Chas!
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