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Alert Functionality (Premium Desktop Feature)

Posted
Updated
BySupport Team
Table of Contents

Alert Functionality

Alerts can greatly improve trading effectiveness by notifying you on a potential trade opportunity and help you decide when to manage, enter or exit a trade. Set up Alert notifications based on Last Price, Volume, $ Change, % Change, or % Offset.

If you’ve logged into the platform with either Streaming Quotes or RealTime Quotes through a linked brokerage account *within the last 30 days* – Alerts will be Real Time.

Receive alerts on your mobile device when you have the app loaded and notifications enabled. Due to space available on mobile devices, triggered alerts will be abbreviated but will notify you when your set criteria is reached.

A desktop notification: AMZN Volume Alert — volume is 2000001 which is more than the alert value
A desktop notification: EA % Change Alert — % Change is 1.5393 which moved more than alert value
A desktop notification: SQ Price Alert ABOVE $ trigger — SQ is above your alert setting triggered at 81.15

Alert Icons

The alert bell icons: add alert (bell with +), active alert (outline bell), triggered alert (ringing bell), triggered and read (solid bell), and snoozed (bell with Z)
  • Add (+) New Alert – This icon is located on the symbol Quote Box
  • Hollow Bell – Active Alert, not triggered
  • Shaking Bell – Triggered alert, not yet viewed
  • Solid Bell – Alert triggered today, already viewed
  • Paused (z) or Used Alert – located in Alert Management Page

Set Your Alert

Click the Alert Icon, located on the symbol Quote Box and as shown on the Option Tab for the Chain or Strategy Template. The symbol, Score Icons, Last Price, $ and % Change automatically fill in. To complete the rest:

  • Select Method: 23 to choose from! See list below
  • Select Operator: Above/Equal To or Below/Equal To
  • Enter Value: $, % or Quantity (Quantity example: 11,000,000 or 11M)
  • Select Expiration: Valid up to 6 months. Click on Calendar Icon to navigate months
  • Add Notes, if desired
  • Click Save

An Information notification appears: Alert Successfully Saved

The Alert Management dialog opened from a quote panel: Type Stock, Input symbol, Method Last, Operator above(><button class= =), Value, Active checkbox, Expiration date, Notes field, and Save — with the footnote that the symbol qualifies for Real Time Alert Notification” class=”wp-image-755″/>
The alert bell icon available from the Research window Options tab beside the symbol quote
The Information dialog:

Alert Management

Manage your Alerts by going to: Research Tab>Alerts.

From this page, you can modify or remove alerts, view unread triggered alerts in one location and view prior alerts.

  • Select Method: See List on right
  • Select Operator: Above/Equal To or Below/Equal To
  • Enter Value: $, % or Quantity (Quantity example: 11,000,000 or 11M)
  • Select Expiration: Valid up to 6 months. Click on Calendar Icon to navigate months
  • Add Notes, if desired
  • Click Save

An Information notification appears: Alert Successfully Saved

Editing an alert: the pencil icon on an Active Alerts row opens Alert Management with the Value and Expiration updated and the Save button highlighted
The alert Method drop-down: Change %, Change Abs, Volume, SMA 5 to 200 Day, EMA 10 to 400 Day, Bollinger Upper/Lower Band, Keltner Upper/Lower Channel, 6 Mo Low/High, and 52 Week Low/High

Active Alerts

The Active Alerts window: each alert's Symbol, Method (Last, $ Change, % Change, % Offset), Operator, Value, Expiration, and Note, with edit and delete icons

This table lists all active alerts including:

Trigger notification – A bell icon appears if alert was triggered
Delayed Alert icon, if applicable
Settings – Method, Operator, Value
Expiration Date – Alerts can be active for up to 6 months
Notes
Ability to modify or remove from list

Alert Notifications

In addition to platform notifications, as long as you allow notifications, alerts can be sent to your computer or mobile device even if you are not logged into the platform.

Hollow Bell

A quote tile with the alert bell icon beside the price

The Hollow Bell indicates this Alert is Active, but has not been Triggered will appear next to the symbol whether on the QuoteBox in Research or on a Watchlist .

Ringing Bell

A triggered alert: the bell rings on the quote tile, and the Alert Details popup shows the trigger message and the alert's note

The Ringing Bell icon indicates the alert has been triggered and notification sent out. The highlighted area on the Quote Box or where it appears on a Watch List allows you to access the alert notification by clicking on the bell.

This display will show until the alert is read either from a Watch List, Quote Box or the Alert History section of the Alert Page.

Solid Bell

A quote tile with the darkened bell icon showing its alert has triggered and been read

Once an Alert is read or “Marked As Read” on the Alert Notification page, the icon becomes a Solid Bell.

Clicking on the icon will still display the triggered alert until the next Market Day.

Alert History

This section displays triggered alerts for the time period selected: Today or All. The highlighted entries are Unread Notifications – the notices were not clicked on from the platform.

Click “Mark All as Read” to update entries.

The Alert History window with Mark All as Read and the Today/All dropdown: triggered alerts with their messages and notes, unread ones highlighted with a Mark as Read button

A note about Real-Time & Delayed Alerts

Note: There are two ways 15 minute Delayed Alert Notification applies with Alerts:

1. If it’s been more than 30 days since a linked brokerage account with RealTime Quotes has been logged into – OR – the platform does not have Streaming Quotes.
2. OTC stocks will show as delayed, regardless of RealTime or Streaming Quotes

One of two notices will appear for each Alert.

The Alert Management dialog for a symbol that only qualifies for 15 min Delayed Alert Notification (footnote), with Method Last, Operator below(<=), Value, Expiration, and Notes
The two alert notification footnotes: *This qualifies for Real Time Alert Notification, and *This symbol only qualifies for 15 min Delayed Alert Notification