Help Centre - ShareInvestor.com

Portfolio

Setup Alerts - Add Portfolio Alerts

Step 1. Click on the highlighted icon below.

Portfolio Alerts

Step 2. Click on the “+” icon to add a new portfolio alert.

Portfolio Alerts - Start configuring alert

Step 3. Select News Alert.

Add Portfolio Alerts - Select News Alert

Step 4. Select “Trigger by Portfolio/Symbol”.

Add Portfolio Alerts - Select the Trigger Condition

Step 5. Select your desired portfolio via the drop-down bar.

Add Portfolio Alerts - Select Portfolio

Step 6. Select your preferred news type and delivery options. Input Notes to describe the alert (if any) and indicate the number of repeats for the alert. Click “OK” when done.

Add Portfolio Alerts