Overview
This video goes over Stock Rover’s Alerts Facility which can send email or text alerts when something you care about happens in the market, such as a stock passing a certain price threshold. You can set alerts on individual tickers, indices and on entire portfolios and watchlists.
You can be alerted on many different things. A stock or index hitting a certain level is the most common alert. But there are many other things that you be can alerted on, such as big price moves, prices approaching or reaching 52-week highs or lows, unusual volume and stocks hitting your target buy and sell prices.
You can also can receive alerts on upcoming earnings events as well as more esoteric things like prices crossing their moving averages or stock over performance or under performance relative to their industry or even when P/E rises above or falls below key levels. So, let’s get started.
Basic Alert Configuration
First, we want to do is open the Alerts Facility. This can be done by clicking Alerts under More Goodies here in the grey selector menu.
To set up a new alert, click Create Alert tab.
A new alert can be created on either a specific ticker, index or Portfolio or Watchlist.
If the Portfolio/Watchlist option is selected it will set the alert for each stock in the portfolio or watchlist. For example, you can see if any stock in a watchlist had a price increase by a certain amount on any day, but not if the portfolio itself increases by a certain amount.
To set an alert on a ticker, select the ticker option and enter ticker or company name into the ticker box. This will fill in the fields below with the current price and P/E, so you can enter in appropriate comparison values.
Types of Alerts
You can set alerts for when it rises above or falls below a certain value.
When it increases or decreases a certain dollar amount or percentage from the last close price.
When an Earnings Event occurs or when the price falls below target buy price or exceeds the target sell price.
When the stock crosses it 20-day, 50-day, or 200-day average.
When the price is within a certain percentage of its 52-week high or low.
When it increases or decreases a certain percentage over its industry, sector or the S&P 500 over the selected time frame.
Or when the P/E falls above or below a certain value.
Or when the Volume exceeds the 5-day, 10-day, 1-month, or 3-month average by a certain %.
Detailed Alert Configuration
To set an alert click into the box and enter the price you want and the alert will automatically be set as an email only alert. You will notice a comment box under the alert which allows you to enter text to give more info on why you may be setting the alert. If you would like to receive a text alert check the box under the Text column and it will open the account settings window where you can enter your phone number and carrier. If you uncheck both Email and Text, then the alert will still fire but only appear in the Alert History Table.
When you click Save Alert, it will bring you to the Current Alerts tab. This displays all the Active Alerts. By clicking the column headers, you can sort by Type, Name, Trigger, Comments, Last triggered, by the When column which is Daily or Once, when the Next Check is or if the alert is suspended or not.
If you need to temporally suspend an alert check the suspend box. If you want to suspend all events for a period time click on the Vacation Dates menu and you can set date range to stop all the alerts.
To delete an alert, click on the x at the end of the row.
We have to two types of Alerts, ones that fire Daily and ones that fire Once.
An example of a Daily Alert is the price increasing by a certain percentage from the prior day’s close. Daily alerts will automatically reactivate the next time the market opens.
An example of an Once Alert is a price increasing by a specified value. Once alerts are disabled after they are triggered.
If an alert has triggered you will see the dark grey curved clock arrow under the Reactivate column. If you want to reactivate any alert Daily or Once, click on this curve clock and it will Reactivate.
Click on the pencil icon under the Edit Column to edit a single alert. Click on the name in the name column to bring up all possible alerts that can be edited for that object.
If you would like to see alerts that have already triggered click on the Alert History Tab. You can sort by any of the column headers by clicking on them. If you hover over a row it will give you more information on why the alert was triggered and more information on the stock as well. If the Portfolio/Watchlist list is filled in this means the alert was part of the Portfolio/Watchlist alert not a single ticker alert.
You can also set alerts from the table and navigation panel. You can right-click on ticker in the table and select Create alert from the drop-down menu or you can right click on a watchlist or portfolio in the navigation panel and select Create Alert from the drop-down menu.
Conclusion
Thank you for watching. We hope you will find Stock Rover’s Alert Facility to be an invaluable aide in helping you make better investment decisions with Stock Rover. For more help on Alerts please see our help pages.
