Published: September 23, 2025.

Last Update: May 22, 2026.

The Alerts tab shows all active alerts assigned to your positions. You can access it by clicking on the Alerts tab in the My Portfolios page.

Screenshot taken from a Platinum test account on May 22, 2026.

You can customize and rearrange the column headers by adjusting your Alert Views on the far right of the page.

Just like with Position Views, you can edit the Default View—or any active view—by clicking the white pencil icon. To create a new view, select Add View from the drop-down menu.

This will display all the available alert views for customization:

Screenshot taken from a Platinum test account on May 22, 2026.

Anything with a green checkmark will be included as a column header. You can check or uncheck any views you wish to include or exclude.

Alert Details:

• % Off High: The percentage that the latest close is below the high close. This metric shows how far a holding has declined from its peak and is used alongside trailing stops to help assess downside risk.
• Alert Description: A brief summary of the condition being monitored.
• Alert State: The current state of the alert.
• Days Triggered: The number of consecutive days the alert has been triggered.
• Distance to Trigger: The gap between a position's latest close price and its trigger price, expressed as a dollar amount. A shorter distance to trigger means the position is approaching the threshold that activates the alert.
• First Time Triggered: The date an alert was first activated — meaning the position's price met the alert condition for the first time.
• Last Triggered: The most recent date on which an alert was activated.
• Trailing Stop %: The percentage below a position's highest recorded price (from entry) at which the trailing stop is set. As the price rises, the stop price automatically adjusts upward, helping lock in gains while protecting against significant downside.
• Trigger Price: The specific price level at which an alert will activate. When a position's price reaches or crosses the trigger price, the alert fires and notifies you.

The Remove All button clears all selected position views from the board, giving you a clean slate to start fresh.

As you add or remove column headers, you can also rearrange the order of your columns by left-clicking and holding your mouse key and dragging the columns to their preferred location.

When you’re happy with your setup, click the Save button. For a new view, enter a title in the View Name field, then click Save as New.

Need Help? 

Our Customer Success team is ready to assist: 

• Phone: 1-866-385-2076 (toll-free) 
• Email: [email protected] 

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s).