Set Alert for a Portfolio

Accessing the Saved Portfolios Screen:

First, go to the Portfolio Insights section and click on the "Manage your Portfolio" button. Alternatively, you can go to the Library feature.

Upon entering the Portfolio Insights section or Library, you will be directed to a screen called Saved Portfolio. This screen provides a table format view with several columns that display relevant portfolio information.

Figure 1: Saved Portfolios

Steps to execute:

1. Locate the "Alert Profile" column.

2. Click on the Alert Profile dropdown menu for the specific portfolio you want to set alerts for.

3. From the available options, select the desired alert profile. The alert profile includes pre-configured settings for notifications based on certain criteria, such as changes in financial indicators, news updates, or other relevant events.

Once you have selected the appropriate alert profile, the system will start generating alerts based on the predefined criteria for that profile.

You can customize the alert profile settings further by accessing the Alert Settings section, where you can fine-tune the types of alerts and their frequency according to your preferences.