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. 

To create alerts for a single stock or fund:

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.

To create a new alert 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.

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.