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Alerts Manager: Overview

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.

 

Access the Alerts Manager

1. To access the alert manager, click on the Tools tab and choose Alerts. 

 

Create a Stock Alert on YCharts - Step 23

 

To create alerts for a single stock or fund:

1. Click on the 'bell' icon located on the security's page. 

Create a Stock Alert on YCharts - Step 1

 

2. Choose the financial metric you want to monitor (e.g., price, earnings).

Create a Stock Alert on YCharts - Step 4

 

3. Set the condition (e.g., greater than, less than) and specify the value.

Create a Stock Alert on YCharts - Step 7

 

4. Select system alerts. 

Create a Stock Alert on YCharts - Step 9

 

5. Click "Create" to activate.

Create a Stock Alert on YCharts - Step 10

 

To create a new alert in Alerts Manager: 

1. Within the Alerts Manager, click on 'Create'.

Create a Stock Alert on YCharts - Step 11

 

2. Search for a security, watchlist, model portfolio, index, or indicator to create the alert.

Create a Stock Alert on YCharts - Step 14

 

3. Choose the financial metric you want to monitor (e.g., price, earnings).

Create a Stock Alert on YCharts - Step 17

 

4. Set the condition (e.g., greater than, less than) and specify the value.

Create a Stock Alert on YCharts - Step 20

5. Select system alerts.

Create a Stock Alert on YCharts - Step 21

6. Click 'Create' to activate.

Create a Stock Alert on YCharts - Step 22 (1)

 

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'.

Create a Stock Alert on YCharts - Step 23

 

2. Here, you can see all your active alerts and make necessary adjustments by clicking on the 'pencil' icon.

Create a Stock Alert on YCharts - Step 24

 

3. You can delete any alert by clicking on the 'trash' icon. 

Create a Stock Alert on YCharts - Step 25