You can easily add alerts to your positions directly from the Positions page. To access it, go to My Portfolios in the top navigation bar and click the Positions tab.

Adding alerts from the Positions page is simple. Just check the white box to the far left of the ticker symbol, then click Add Alert at the bottom of the page.

A pop-up will appear after you click Add Alert.

After clicking Add Alert, a pop-up window will appear. Use the drop-down menu to choose the type of alert you’d like to add.

These alert types are based on the available templates you have. TradeSmith offers several default templates, including the VQ% trailing stop, 25% trailing stop, 20% trailing stop, and the 15% trailing stop.

You can also create your own templated alerts.

Once you’ve selected your preferred alert, click OK to add the alert to your position.

 *Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s). The pictures in our Education Center articles are taken from a TradeSmith Platinum account.