Creating a custom alert

To create an alert:

  1. In the main window, click the Alerts icon. The Alert status window opens.

    Tip: you can quickly create an alert from a chart by right-clicking anywhere on the chart, and clicking Create alert.  

  2. In the symbol lookup field, enter the symbol you want to create an alert for and click Add.



  3. Define the alert settings shown in (a):



  4. Alert setting Description
    Category  Select price, volume, or 52 wk.  
    Condition Define a condition for your alert. For more information, see Custom alert conditions.
    Operator  Select an operator to define the relationship between the condition and value. For more information, see Custom alert conditions.
    Value  Enter a value for your alerts based on the operator and condition.
    Note   If desired, enter a note up to 125 characters long. The note is displayed on all email notification and pop-up messages only.

  5. If you haven't set up your global alert preferences, or if you want to override your existing global alert preferences for this specific alert, define the notification preferences shown in (b):

  6. Notification setting Description
    Notification method Select how you will be notified when your alert is triggered. You can select from email, SMS text message, and audio. It is possible to select as many notification methods as desired. For more information, see Modify an individual alert's notification preferences.

    Note: the email and SMS notification methods are unavailable until you define a valid email address and phone number. To learn how to modify an alert's associated email address or SMS number, see Set up your global alert preferences

    Alert duration Define how long your alert will remain active. By default, it will be active for one year, but you can choose to have it active until a specific date. Select the Outside trading hours checkbox to make the alert active during pre- and post-market trading hours.

  7. Click Activate when you have completed defining the alert settings and customizing the notification method for the alert. The new alert appears under the Active tab. For more information, see View alert statuses.
Note: you can create up to 50 active alerts at one time for any account you own. Active alerts that have been triggered will automatically move to the Triggered tab but can be easily reactivated. For more information, see View alert statuses.

Expired alerts are automatically moved to the Cancelled tab. 



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