Price Alert Dialog

 

This dialog is available from the Edit / Price Alert... menu command under the Graphs window.  It is also available at Edit / Investment Data / Price Alert... in the Portfolio Editor window, or by right clicking on any investment and choosing the Investment Data / Price Alert... popup menu command.

 

Setting a price alert will cause Fund Manager to notify you whenever the specified alert conditions are met. The actions performed by Fund Manager when an alert is triggered are specified under the Alert Options Dialog.

 

Price Crosses Below Fixed Price

When this option is enabled you can specify a lower price target. If the price goes below the specified price the alert will be triggered.

Price Crosses Above Fixed Price

When this option is enabled you can specify an upper price target. If the price goes above the specified price the alert will be triggered.

Trailing Stop Loss

This option is available in the Professional/Advisor versions. The alert price is adjusted as the investment price reaches new highs. The alert price is a percentage below this high price.

Price Crosses Below Moving Average

This option is available in the Professional/Advisor versions. If the price goes below the specified moving average the alert will be triggered.

Price Crosses Above Moving Average

This option is available in the Professional/Advisor versions. If the price goes above the specified moving average the alert will be triggered.

 

Alerts can be specified for a particular date range with these options:

 

Only Notify After

When this option is enabled you can specify a beginning date when Fund Manager should start monitoring the price.

Only Notify Before

When this option is enabled you can specify an ending date when Fund Manager should stop monitoring the price.

 

Comments: You can set multiple alerts for an investment.  Alerts are always checked against the price in an investment's native currency (not exchange rate adjusted).  Existing alerts can be viewed and/or edited under the Data Register with the "Alerts" data type selected.  To view alert markers on the graphs you must have View / Split Adjusted turned on.

See Also

Alert Options Dialog

Data Register

 


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