Setting an Alert ensures that you’ll be automatically notified via email of changes in share prices or company fundamentals. Alerts can be set according to intraday price movements or any of the screenable ratios in Stockopedia’s glossary. Here we’re going to explain how to set and change Alerts and how to manage them.
Alerts can be set from any one of three areas in Stockopedia:
- From your Alerts page
- From a StockReport
- From a Folio table
You can find your Alerts page by hovering over the Folio button in the navigation bar and clicking Set Stock Alerts.
From your Alerts page you can Create a new Alert or view, edit & delete your Active Alerts and Archived Alerts.
If you wish to set an alert from a StockReport, just click the red Alerts button, which you can find towards the top-right hand side of the page. This will launch a pop-up with which you can Create a new Alert.
You can also set Alerts directly from a folio table. At the end of the table line, simply click the cog button and select Set Alert from the drop-down menu. This will launch a pop-up with which you can Create a new Alert.
Setting a new Alert is a simple process.
First, ensure that the correct security is entered into the Choose a Share box. If you are setting an alert from a StockReport or Folio list this will be pre-filled with the chosen security.
Next, you have to define what will trigger the Alert using the three input boxes in the Alert me when… section.
The first box is a drop-down menu that lets you choose what data point will trigger the alert (e.g. the last price) while the second and third boxes let you choose whether the alert should be triggered above or below a specified value.
For example, if you want to be alerted when Vodafone’s share price moves above 400p you would do the following:
- Select “_Last Price_” as the selected data point in the first box.
- Select “_greater than_” as the operator in the second box.
- Select 400 as the value in the third box.
Remember! When you set a price Alert, remember to check the currency units for the quote on the StockReport. For example, if a stock is quoted in Euro dollars, rather than British pence, you should set an alert at, say, 6.10 (€), not 610 (cents), whereas a British pence quoted stock would be set at 610 (pence).
Alternatively, you can set alerts based on any fundamental ratio or measurement from the Stockopedia glossary in precisely the same way. Many subscribers like to set alerts using the StockRanks (e.g. when a holding drops below a StockRank of 80).
When you click Save Alert it will save the alert into the Active Alerts segment of your main Alerts page. Note that the status of the Alert will show as waiting.
When Alerts are triggered you will receive a text-based email explaining which Alert has been triggered. Quote based price alerts are triggered throughout the trading day, while fundamental alerts are triggered each morning once the daily fundamental data batch has been calculated.
On the Alerts page the triggered Alert will move to the section titled Archived Alerts and the status will show as triggered.
Both Active and Archived Alerts can be edited on the main Alerts page by clicking either the blue Pencil button or red Trash button, which you can find to the right-hand side of each Alert. Editing a previously triggered Alert will re-activate it and move it back into the Active alerts box.