Help Centre - ShareInvestor.com

Portfolio

Setup Stock Alerts - Add Alerts

Step 1. Click on the Stock Alerts button (alarm clock icon) to start setting up your alert.

Stock Alerts

Step 2. Click on the green color + icon to start configuring your alert.

Stock Alerts - Start configuring alert

Step 3. Select a counter from the drop-down list (you can type the stock name to zoom in to the stock quicker).

Stock Alerts - Select counter

Step 4. Configure the 1st Trigger Condition.

Stock Alerts - Configure 1st trigger condition

Step 5. Configure the 2nd Trigger Condition by checking the box "or (tick to include another condition)".

Stock Alerts - Configure 2nd trigger condition

Step 6. Configure the Delivery Option to alert by...

  • Application – When you are login to our website, you will see a blinking alert near the top login panel.
  • Email – An email stock alert will be sent to the email address registered in your account.
  • SMS (Credit Needed) – A SMS stock alert will be sent to the mobile phone number registered in your account.
Stock Alerts - Configure delivery option

Step 7. Configure the Notes option by making some notes, set remarks… etc.

Stock Alerts - Add notes

Step 8. Configure the Repeat option...

  • Once – This alert only trigger 1 time, then it will prompt you to delete/edit or alert again.
  • Always Active – This alert will continue to trigger every time the conditions are met (extra care to be taken when use with SMS alert).
  • Disable – This alert is disable.
Stock Alerts - Configure repeat option

Step 9. Click on OK button when you are done. If you see the below screen, you have successfully configured a stock alert.

Stock Alerts - Done

Step 10. When configured Delivery Option to Application and an alert is triggered, you will notice a red blinking alert near the login panel.

Stock Alerts - Alert Notification

Step 11. Click on the red blinking alert, you will be able to delete this alert, edit this alert or set to alert again.

Stock Alerts - View alert notification and edit

Step 12. Click on Stock Alerts button (alarm clock icon), you can view all your alerts and any alert history.

Stock Alerts - View all alerts and alert history

Feature available in:

  • Fundamental
  • Standard
  • Extra