The Alerts tab serves as your central hub for tracking all alerts associated with your positions. From here, you can easily manage existing alerts or add new ones directly from the My Portfolios page.

To add alerts, hit the Add Alert button.

A pop-up window will prompt you to select the portfolio and position.

Once you’ve selected the position, click the Next button to proceed.

The site will route you to the Alerts tab of the Position Card Page.

Next, click the Add Alert button, located in the Alerts tab (far left).

A menu with available alert categories will appear, allowing you to choose the type of alert you wish to set for your selected position.

To add the alert, hit the Add Alert button to the right of any respective alert.
Once you’ve added your alerts, they will be listed under the Alerts tab for that position.

To edit or delete the alert from the Position Card page, click the blue triangle to the right of the alert.

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