Managing Alerts


Modifying Alerts

To modify an alert go to the ‘Current Alerts’ tab and click on the pencil icon under the ‘Edit’ column.

Modify

This will bring up a window where you can change both the criteria for that specific alert and the alert delivery method (email or text) by checking or unchecking the boxes.

Modify

You can also right-click the alert row and choose from the drop-down menu. Selecting ‘Edit’ will open the same window as above, where you can edit the settings of the alert.

Modify

You can also click on the ticker under the ‘Name’ column and this will display all of the alerts that can be set for the ticker.

Modify

Suspending Alerts

To suspend an alert go to the ‘Current Alerts’ tab and click on the box icon under the ‘Suspend’ column. You can also right-click the alert row and choose Suspend from the drop-down menu.

Suspend

Reactivate Alert

To reactivate an alert that has already fired by clicking the curved clock arrow under the ‘Reactivate’ column under the ‘Current Alerts’ tab. If the alert was a ‘Once’ alert, then it will only reactivate upon clicking this arrow. If the alert was a ‘Daily’ alert, then it will reactivate upon the open of the next market day. Clicking the arrow will allow the daily alert to fire more than once a day.

Reactivate

Daily vs. Once Alerts

There are two types of Alerts in Stock Rover: Daily and Once, attributed in the ‘When’ column in the Alerts facility. Some alerts, such as the price crossing a specified threshold, are triggered just once and then are disabled. You can manually re-enable this alert by clicking the curved clock arrow in the ‘Reactivate’ column in the Alerts window.

‘Daily’ alerts, such as the price increasing a certain percent, will automatically reactivate the next time the market opens. Changing any setting on an alert also reactivates it.

Vacations

To set a vacation period for the alerts, click on the ‘Vacation Dates’ pull down in the top right hand corner.

Vacation

Clicking on this will display the window below and set a date range where alerts will not be sent out.

Vacation

Throttling Alerts

By default there is a limit on the number of emails per day and text messages per day. The default number of emails a day are 6 and the default number of text messages per day are 4. To change this click on the ‘Alert Throttle’ pull down in the top right hand corner. This will bring up the window where you can change the value.

Throttling

Behaviors and Limits

Behaviors

Note that alerts on individual tickers are independent of alerts on portfolios and watchlists that contain that ticker. A consequence of this is a ticker can have effectively have multiple tests on the same metric. For example an alert at the ticker level may be for a daily percentage price decrease of 2%, and an alert at the portfolio level could be for a daily percentage decrease of 3%. If the ticker is in the portfolio, it effectively has two alerts set, one for a 2% or greater daily decline and one for a 3% or greater daily decline.

Limits

In order to prevent an overload of received email or text alerts, there are limits that have been imposed on the number of emails and text alerts that will be sent out per day. The limits are as follows:

  • By default, a maximum of 4 text messages can be sent per day.
  • By default, a maximum of 6 email messages can be sent per day.
  • After 3 emails are sent, a delay is put into place.
  • The email delay lasts for 60 minutes, after which emails delivery will resume. However all emails for the rest of the day will be delivered only every 60 minutes.
  • The maximum number of alerts bundled in an email is 10.
  • The maximum number of alerts that will be generated in one day is 250.
  • The maximum number of alerts maintained in the Alerts History tab is 250.

Top
Creating Alerts Viewing Alert History