If something happens, the YCharts Alerts manager ensures you're the first to know. Manage Alerts for stocks, funds and Model Portfolios, set Alerts by choosing from thousands of financial metrics, and be notified by email as soon as Alert criteria is triggered.
Getting Started
Creating Alerts on Quote Pages
Creating Alerts in the Alerts Manager
Creating Alerts for Portfolio Management
Managing Alerts
Frequently Asked Questions
Getting Started
How to Create an Alert on the Quote Page
1. Click on the 'bell' icon located on the security's page.
2. Choose the financial metric you want to monitor (e.g., price, earnings).
3. Set the condition (e.g., greater than, less than) and specify the value.
4. Select system alerts.
5. Click "Create" to activate.
How to Create Alerts in Alerts Manager
1. Within the Alerts Manager, click on 'Create'.
2. Search for a security, watchlist, model portfolio, index, or indicator to create the alert.
3. Choose the financial metric you want to monitor (e.g., price, earnings).
4. Set the condition (e.g., greater than, less than) and specify the value.
5. Select system alerts.
6. Click 'Create' to activate.
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Creating Alerts for Portfolio Management
Option 1: Create Alerts from a Portfolio
1. Click on the 'bell' icon located on the portfolio's page.
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2. Choose a metric such as drift, define your condition, and enter your threshold so the system knows when to trigger the alert. Select 'Create' to save.
3. Once you have created the threshold, you can then also set notes
3. After creating the alert, it will appear in the Alerts Manager where you can edit or delete the alert if it is no longer needed
Option 2: Create Alerts from the Alerts Tool
1. Navigate to the Alerts tool located under the Tools tab
2. Click “Create” and search for your portfolio
3. Search and select your portfolio
4. Choose a metric such as drift, define your condition, and enter your threshold so the system knows when to trigger the alert. Also select the System Alerts needed.
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Manage Your Alerts
1. To view, edit, or delete existing alerts, return to the Alerts Manager by clicking on the the Tools tab and choosing 'Alerts'.
2. Here, you can see all your active alerts and make necessary adjustments by clicking on the 'pencil' icon.
3. You can delete any alert by clicking on the 'trash' icon.
Frequently Asked Questions
When are alerts triggered?
- Price is the only metric that updates intraday. As a result, only changes to price-based metrics (Price, PE Ratio, etc.) will be sent out intraday. Our alerting system checks for new triggered alerts every 30 minutes between 7:00am and 5:00pm Eastern time. Alerts should never be used for short-term trading purposes. All other alerts run the morning after new data is released and are generally sent before 9:00am Eastern time.
Will I receive an email when an alert is triggered?
- By default, any alerts you set will be sent to your email address as soon as possible. However, there are four possible email frequency settings:
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As Soon as Possible - this setting will send you an email as soon as an alert is triggered
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Daily - this setting will send emails once per day in the morning
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Weekly - this setting will send emails once per week on Saturday morning
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Never - this will turn off email alerts, but you can still view triggered alerts in your alerts inbox.
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