Education Center

Alerts

Adding Alerts to a Single Position from the Positions Page

Dec 03, 2021

You can add stop loss alerts to your positions from the Positions page. To get there, go to My Portfolios and then select positions. Then, click the ticker of the position that you would like to add the alert to. Next, go to the Alerts tab on the Position Card and click the green Add Alert button. Then, select the…

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How to Edit Alerts

Oct 27, 2020

At some point, you may need to edit an alert. You might have entered something incorrectly or just want to change something. Editing alerts is easy. You’ll do this on the Position Card Page.   Click a ticker from the Positions page to be brought to the Position Card Page.   Remember, the Position Card Page has several tabs. We’ll…

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TradeSmith Available Alerts

Sep 21, 2020

TradeSmith offers multiple different alerts. These alerts can be grouped into different categories. Trailing stops Price Time Volume and Moving Average Fundamentals Options Let’s look at each category. Trailing Stops You can set up traditional trailing stops or Volatility Quotient (VQ) trailing stops. The VQ tells you how risky your positions are. Below 15% is low risk 15 – 30%…

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Alert Views

Sep 21, 2020

The Alerts page shows you the current alerts for your portfolio.  You’ll find the Alerts page under My Portfolios. You can customize the columns of data you see on this page with Alert Views. On the far right of the page, you’ll see your views. You can click the pencil to edit your view or click the Add View button…

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Adding Alerts from the Alerts Page

Sep 21, 2020

The Alerts page shows you the current alerts for your portfolio.  You’ll find the Alerts page under My Portfolios. You can add new alerts from this page. In the upper left corner, click the Add Alert button. This will make a pop-up appear. Use the drop-downs to select your portfolio and then the position you’d like to add an alert…

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Adding Alerts to Multiple Positions from the Positions Page

Sep 21, 2020

You can add stop loss alerts to your positions from the Positions page.  To get there, go to My Portfolios and then select positions. It’s easy to add alerts from the Positions page. You’ll just click the white boxes to the left of the ticker symbol and then click Add Alert at the bottom of the page. A pop-up will…

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Navigating the Alerts Page

Sep 21, 2020

The Alerts page shows you the current alerts for your portfolio.  You’ll find the Alerts page under My Portfolios. There’s a lot of information on this page. Let’s take it one section at a time. We’ll look at the top of the page first.   In the top left corner, you’ll select the portfolio that you wish to view.  After…

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