Create portfolio alerts

You can create portfolio alerts, both based on aggregate portfolio performance, as well as changes in individual instruments.

How to create an alert from the List of Portfolios window

Right click on the portfolio you want to monitor and navigate in the "Alert me if" sub-menu.

You can select between:

•P&L change% above: based today's percentage change of total portfolio value

•P&L change% below: based today's percentage change of total portfolio value

•Any symbol change% above: based on today's percentage change of any instrument in the portfolio

•Any symbol change% below: based on today's percentage change of any instrument in the portfolio

How to create an alert from the Portfolio Tracker window

Click on the "Actions" drop-down located in the Portfolio Tracker toolbar and select "Add  Portfolio Alert".

This action will open a window to input the conditions to be met to trigger the alert. P&L change% above/below is based today's percentage change of total portfolio value.

To create alerts on individual instruments in the portfolio, select "Add Symbols Alert".