Create & Edit Alert Profile

The "Alert Settings" allows you to customize and manage your alert preferences

Access the Alert Settings:

To access the Alert Settings screen, click on the "Alerts" section in the header bar. Once you're on the Alert List screen, locate and click on the "Alert Settings" button.

Figure 1: Alert Settings screen

Alert Settings screen layout:

1. Email Settings Panel:

The first panel you'll see is the "Email Settings." Here, you can configure your email preferences for receiving alerts. There are two options available:

• Alert Email: This option notifies you via email whenever each individual alert occurs.

• Alert Email Digest: With this option enabled, you'll receive a single email digest summarizing all the alerts that occurred during the day.

Figure 2: Email Settings

2. Company Alert Panel:

In this panel, you'll find a table that displays all the available alert profiles. The alert profiles provided by FiinGate include the Standard Alert, Severe Alert, and Following List Alert.

Figure 3: Conpany Alerts

Configuring Alert Profiles:

In the table, you can toggle the switches on or off to enable or disable email notifications for specific portfolios.

• To remove a portfolio from an alert profile, simply click on the trash bin icon next to it.

• You can also click on the alert profile name or the icon to modify the settings of that alert profile.

For Premium Users, you can also create your own custom alert profile by clicking on the "Create Alert Profile" button.

Figure 4: Create New Alert Profile

How to create a new alert profile:

• Click on the "Create Alert Profile" button. A new window will appear, providing options for alert customization.

• Enter a name for the new alert profile. Users can select between two options: creating a new alert profile from scratch or creating it based on an existing profile.

• Toggle on: or toggle off: the events for which you want to receive alerts. There are three types of rules: Event rules, Score rules, and Financial rules. Configure these rules according to your preferences.

• Decide whether you want to receive email notifications for this profile by ticking or unticking the checkbox.

• If you want to apply this profile to an existing portfolio, click on the "Select Portfolio" button and choose the desired portfolio.

3. Industry & Macroeconomics Alerts Panel:

This panel allows you to toggle the switches on or off to receive or stop receiving alerts for specific industry and macroeconomic events. By enabling the switches, you will receive alerts related to those events.

Figure 5: Industry & Macroeconomics Alerts