This dialog is available from the Options / Alerts... menu command
This dialog allows you to specify which actions Fund Manager will perform when an investment price alert or daily portfolio price(s) alert is triggered. The following options are available:
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Display Popup Window |
A dialog box will be displayed showing the alert information. |
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Send E-Mail Notification To |
An e-mail message will be sent to the specified address (example: smith@aol.com). The e-mail message body will contain the alert information. Select the "Configure..." button to set up how e-mail should be sent. Press the "Test" button to send a sample e-mail notification with the current settings. |
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Play Sound (*.WAV) |
The specified sound file will be played. |
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Dial Pager Using Modem |
The specified string will be sent to the modem, located at the specified port. See below for tips on sending a page. If the same modem will be used to send a page and e-mail turn on the "Internet connection shares the same modem" option so that the actions will be performed serially, such that the modem can be used for both purposes. Press the "Test" button to send a sample page via the modem with the current settings. See the "Remarks on Paging with a Modem" section below for more details. |
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Send Page Via Internet |
The specified message will be sent via the internet to your modem. Select which paging service you have, your pager or PIN number and optionally a response address. Press the "Test" button to send a sample page via the internet with the current settings. See the Remarks on Paging via the Internet section below for more details. |
Remarks On Paging with a Modem:
Fund Manager can use your computer's modem to send an alert page to your numeric pager. Some examples are shown below, which are intended to explain the concepts behind how to send a page. Instructions for your modem and pager may differ. For instructions on the dial string to send to your modem please consult your modem and pager users manuals.
Example #1: ATDT555-1234@999#;H0
In example #1 the string starts off with ATDT. This command tells your modem you are going to dial a number and you have a touch tone line. This is a very generic command, supported by almost all modems. Next is the pager number to dial, 555-1234. Most modems ignore the hyphen in the dialing number, so it can be present for appearance purposes. The @ sign next is supported by some modems as a "wait for 5 seconds of silence" command. This symbol is being used to give the paging company time to answer the phone and start listening for the number to page you with. The @ sign is not supported by all modems, or there may be a different command for a similar feature. Another way to accomplish this wait is with a comma (,). Commas are a very generic and standard way to introduce a short pause. The length of time your modem will pause for a comma is usually adjustable in the modem registers, but the default is usually 2 seconds per comma. Multiple commas can be used to generate longer pauses. The 999# is then dialed as the number to page you with. This can of course be any number you find meaningful. The # key is a common key used by the paging company to indicate the end of your paging information. Up to this point the modem has been in dial mode. To exit dial mode so that you can enter additional commands, use the semicolon (;) character. Next, the H0 command tells the modem to hang up the phone line.
Fund Manager supports special optional keys in the pager string. These keys will be replaced with the appropriate data prior to sending the string to your modem. The following keys are supported:
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Key |
Replaced With |
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<order> |
The investment stack order of the first investment which triggered an alert. |
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<hilo> |
Either "14" or "07" (without the quotes), depending on whether a high or low target was crossed for the first triggered alert. If a high price target is triggered "14" will be substituted. If a low price target is triggered "07" will be substituted. These can be remembered by thinking of the data upside down. "14" upside down looks like the word "hi" and "07" upside down looks like the word "Lo". |
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<count> |
The total number of alerts triggered. |
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<price> |
The current price of the first investment which triggered an alert. For numeric pagers a dash (-) is used in place of the period. The dash is created by dialing the * character. |
Example #2: AT&FDT360-1052,,,,,<order>*<hilo>*<count>#;H0
In this example, the &F characters are inserted to restore the modem to its factory defaults prior to dialing. This command (&F) is commonly supported to restore your modem to its factory defaults. The @ command from example #1 was replaced with several commas for a dummy delay before entering the paging information. In this example, the optional keys were utilized. Also, each optional key has the * character separating them. Many pagers recognize the * symbol to be a hyphen. This paging information would appear on the pager as: "500-14-1". This indicates that the investment currently in the stack at position 500 just crossed its high alert target, and that this was the only alert triggered.
Fund Manager sends the specified dial string to the modem unmodified, other than the substitution of the above mentioned optional keys.
Remarks On Paging via the Internet:
Fund Manager supports sending alphanumeric pages to the following paging services over the internet:
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AT&T Wireless Services |
www.mobile.att.net The "Response Address" field is used for AT&T's optional "From" field. |
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Arch Wireless |
www.arch.com |
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WebLink Wireless |
www.weblinkwireless.com |
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PageNet |
www.pagenet.net |
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SkyTel |
www.skytel.com |
Alphanumeric paging via the internet supports the following paging keys:
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Key |
Replaced With |
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<order> |
The investment stack order of the first investment which triggered an alert. |
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<hilo> |
Either "high" or "low" (without the quotes), depending on whether a high or low target was crossed for the first triggered alert. |
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<count> |
The total number of alerts triggered. |
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<price> |
The current price of the first investment which triggered an alert. |
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<symbol> |
The symbol of the first investment which triggered an alert. |
To use any of these keys, enter the key in the message text, and their values will be substituted when the actual page is sent.
Comments:
Alerts are ideally suited to be used with the automatic price retrieval from the internet. (Of course, alerts will work with any method of updating prices.) After a price retrieval it is possible to have multiple price alerts triggered. The e-mail message and display popup window will contain data on all the triggered alerts. For pages however, only one page per price retrieve will be sent. The <order>, <hilo>, <price>, and <symbol> paging keys will be set based upon the first triggered alert. The <count> paging key can notify you of the total number of alerts triggered.
For the daily portfolio price(s) alert only the e-mail and paging alert options are used. You can enable/disable the daily portfolio price(s) alert feature and specify the time of day it should be performed under the Preferences - Other Dialog. The daily portfolio price(s) alert handles some of the paging string keywords differently than for investment price alerts. The <hilo> keyword is ignored and the <count> keyword reports the total number of displayed investments. All other keywords work the same as with regular investment price alerts.