Alerts

The Alerts window plays a vital role in proper risk management. Set specific alerts on stocks to receive notification of volume movement, price changes, overnight gaps and much more. Alerts are delivered audibly or visually via pop-up or email. The Alerts window holds up to 50 active alerts at a time.

Create an Alert

1. Open the Alerts window by selecting Alerts from the Features drop-down menu.
2. Click New to create a new Alert Group. Alert groups can contain up to five alerts. Give your new group a name. The new name will be added to the "Alert Evaluation Set" list.
   (Example: MSFT or Computer Technology)
   
3. Add an Alert to Your New Group:
   
   
   
   
4. Double-click in the Alert Criteria portion of the window.
   
   A blank field will appear under Symbol. Enter the stock symbol you wish to watch.
   Double-click under Variable 1 and choose an option from the drop-down menu.
   Double-click under Operation and choose an option from the drop-down menu.
   Double-click under Value and enter a number (either price or percentage).
   Double-click the under Percent and click the check box if the number you entered is a percentage.
   Double-click under Variable 2 and choose an option from the drop-down menu if you selected "Greater By," "Lesser By," "Falls Within" or "Rises Within" in the "Operation" section.
   
   
5. If desired repeat this process to add more alerts (up to 5 per group).
   
6. Choose how your alert group should be triggered.
   Click Any of the Criteria if you want an alert sent if any of the alerts in the group occur; or click All of the Criteria if you only want an alert sent if all the alerts in the group occur.
   
7. Read your Alert: Your alert can be read in the Alert Explanation section. "And" or "Or" appears between alerts depending on whether you chose Any or All in the previous step.
   
8. Click Apply to add the alerts to your new Alert group.
9. Select how you will be notified if your alert criteria is met:
   
   Click the Display Popup Alarm check box if you wish to be notified by popup window.
   
   If you wish to be notified by audio alert or email, click the Change Alert Options box to open the Program Options--Alerts window.
   Select an alert sound from your hard drive, and/or enter an email address, and click OK to save your changes.
10. Activate your Alert.
    Select your new alert group from the list in the "Alert Evaluation Sets" window, and click the Activate button.
    A green dot appears next to groups that are activated.
    To deactivate the alert, click the Deactivate button. A red dot appears next to inactive groups.

Manage Your Alerts

Alert Groups can be Added, Removed, and Activated using the Alert Management Buttons. To compress the Alerts window and display only the Alerts List, click the "Less" button. To expand it again, click "More."

View the Alert Log

To view alert activity, click the Alert Log tab at the top of the Alerts window. The Alert Log will open and list all triggered alerts.