Working with stock portfolio alerts

A stock portfolio alert is an alert that is issued for a specified type of stock. The alert can be set to notify you of the stock price, whether it has changed, or to notify you if the price goes above or below a certain threshold. You can perform the following tasks when working with stock alerts:

• Adding a stock portfolio alert

  When adding a stock portfolio alert, specify the stock you want to monitor as well as the criteria for when the alert should be sent.

  1. A stock symbol is the unique combination of letters used to identify a company's stock on the various stock exchanges. For example, the stock symbol for Sybase is SY.

  Enter the stock symbol in the stock symbol box to specify the stock for which you want an alert issued.

  2. The criteria and dollar value determine when an alert needs to be issued for a particular stock. Click the criteria you want satisfied for the alert to be issued. Choose one of the following:

  • Any Amount– an alert is issued at the specified frequency for the specified stock, regardless of the dollar value of the stock.

  • More Than– an alert is issued if the dollar value of the specified stock rises above the specified amount.

  • Less Than – if the dollar value of the specified stock falls below the specified amount.

  3. Click a checkbox to choose if you want to be notified one time only, regardless of the duration of the alert condition, or if you want to be notified once per day for the duration of the alert condition.

  4. Click Save. The new alert is shown in the Current Stock Portfolio Alerts list.

• Editing a stock portfolio alert

  You can edit an existing stock portfolio alert to change the stock symbol or alert criteria that determine when an alert is issued.

  1. Click the Edit icon beside the alert in the Current Stock Portfolio Alerts list. The information for that transaction alert appears in the Add/Edit Alerts: Stock Portfolio Alertarea of the page.

  2. A stock symbol is the unique combination of letters used to identify a company's stock on the various stock exchanges. For example, the stock symbol for Sybase is SY. To change the specified stock symbol, enter a new stock symbol in the stock symbol box.

  3. The criteria and dollar value determine when an alert needs to be issued for a particular stock. To change the criteria, click the criteria you want satisfied for the alert to be issued. Choose one of the following:

  • Any Amount– an alert is issued at the specified frequency for the specified stock, regardless of the dollar value of the stock.

  • More Than– an alert is issued if the dollar value of the specified stock rises above the specified amount.

  • Less Than – if the dollar value of the specified stock falls below the specified amount.

  4. Click a checkbox to choose if you want to be notified one time only, regardless of the duration of the alert condition, or if you want to be notified once per day for the duration of the alert condition.

  5. Click Save. The alert is modified and the updated information is shown in the Current Stock Portfolio Alertslist.

• Deleting a stock portfolio alert

  To unsubscribe from a particular alert: Click the garbage can button. A confirmation message will pop up.

  • Press Unsubscribe to stop receiving this alert.

  • Press Cancel to close the confirmation message without unsubscribing from that alert.