Set an Alert for a Portfolio or Watchlist

In addition to creating an alert for a single ticker, you can also set an alert for a group of tickers by applying the alert to a portfolio or a watchlist. Please note that this will not apply the alert to the portfolio as a whole, but rather it applies the alert to each individual ticker within the portfolio or a watchlist.

To create an alert for a portfolio or watchlist, open the Alerts facility and click ‘Create Alert’ on the left.

create new alert

Select ‘Portfolio or Watchlist’ from the top, and then select from the list. Once you’ve selected a portfolio or a watchlist, you can enter in the alert criteria, and click ‘Save Alert’.

create new portfolio alert