How to Set Alerts

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Notes on Alerts:

You can create alerts in two places: the dashboard and any company/ETF/fund/indicator page.

The dashboard allows you to add an alert for an entire watchlist or for individual companies/ETFs/funds/indicators.

Company/ETF/fund/indicator pages will create alerts for the respective security.

Article Contents

Setting alerts for a watchlist

Setting alerts for a single company/ETF/fund/indicator from the dashboard

Setting alerts for a single company/ETF/fund/indicator from an overview page

To set alerts for when a stock enters or exits a portfolio strategy



Setting alerts for a watchlist

1) Go to your Dashboard by clicking on the YCharts logo in the top left corner.

2) Click on the “Options” drop-down at the top right of any watchlist.

3) Click on “Create / Edit Alerts”

Dashboard

4) Under “Alert me when” enter the financial metric that you want to be alerted about. You can also click the “browse” button to select a metric.

5) Choose the inequality from the drop-down box directly below the financial metric box. Enter the numerical value you would like the alert to be triggered at and click “Create Alert”.

6) Check any of the boxes below to be alerted for news, earnings data, Y-Rating scores, etc.


Dashboard Alerts



Setting alerts for a single company/ETF/fund/indicator from the dashboard

1) Click on the gear button located at the bottom right corner of the screen.

Dashboard

2) Click “Edit or Delete Alerts”

3) Enter a ticker under “Create New Alert” at the top left of the pop-up.

4) Under “Alert me when” enter the financial metric that you want to be alerted about. You can also click the “browse” button to select a metric from all available.

5) Next, choose the inequality from the drop-down box directly below the financial metric box, enter the numerical value for the alert and click “Create Alert.”


Alert Options


Setting alerts for a single company/ETF/fund/indicator from a page

1) When you're viewing a company/ETF/fund/indicator page, click on “Create an Alert” directly below the top search bar.
Quote Page

2) Under “Alert me when” enter the financial metric that you want to be alerted about. You can also click the “browse” button to select a metric from all available.
Alert Metric

3) Next, choose the inequality from the drop-down box directly below the financial metric box, enter the numerical value for the alert and click “Create Alert.”

4) Check any of the boxes below to be alerted for news, earnings data, Y-Rating scores, etc.
Alert Options

Note: Depending on the security (Equity, Fund, Index, Indicator) the limit and system alerts will vary. To see what limit alerts can be added to each, click the browse button as mentioned in step 2. The system alerts will vary because certain alerts are not compatible with all securities.



To set alerts for when a stock enters or exits a portfolio strategy

1) Click on the "Portfolio Strategies" link in the "Data" tab at the top of any YCharts.com page.

2) Click on the strategy that you would like alerts for (Large Cap Value, Dividend Power, Warren Buffett Universe, etc.)

3) Check mark the box that says "Receive Alerts on this Strategy" on the right-hand side of the page.


Quote Page

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