4.6 - Stock Alerts

Stock Alerts are notifications that inform users when the matching alert criteria they specified have been met. When an alert is triggered, a popup message appears:

The Alert Set widgets display the following columns:

  • Type - the criteria that the alert matches
  • Parameter - the comparison operator in use
  • Symbol - the stock symbol referenced for the alert
  • % or $ tgt - the value the alert must match based on the trigger operator
  • Triggered - indicates whether the alert has been activated

Creating an Alert Set

You can create an Alert Set (a collection of alerts) by clicking on the Alerts Menu and selecting New Alert:

Renaming the Alert Set

To rename the Alert Set, simply double-click on the Alert Set title; this will trigger the editing field, allowing you to enter a representative number for this list.

Adding Alerts to the Alert Set

To add stocks to your watchlist, simply enter the symbol in the ADD SYMBOL text field and press Enter.

A dialog will appear where you need to input the Alert trigger parameters. Adjust these parameters to suit your needs and click Create to add the Alert.

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Please refer to Appendix G for a list and description of the available parameters.

Deleting Stocks from the Alert Set

You can delete any stock from the Alert Set by simply clicking the orange Delete Icon to the right of the entry:

Hiding and Deleting the Alert Set

To delete the watchlist, simply click on the Wrench Icon () for the list and select Delete:

You may use the Wrench Icon () to hide the Alert Set.

Showing and Hiding all Alert Sets

You can show and hide all watchlists by accessing the Alerts Menu and selecting Show All and Hide All, respectively:

Showing Hidden Watchlists

You can display a specific inactive Alert Set by accessing the Alerts Menu and selecting the relevant Alert by name:

<< 4.5 - Custom Watchlists 5.1 - Account Linking >> 

 

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