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Just follow these steps:

  • First, click the Positions & Alerts tab (1) in the main menu at the top of the page.
  • Select the portfolio containing the position that needs an alert (2), or select “All” to see all positions in all portfolios.
  • Ensure you are on the Alerts Tab (3). It will have a yellow/orange line under it.
  • Click the Add Alert button (4) at the top of the screen, and an Add Alert window will display.
  • Finally, follow the prompts to add your alert.

click add alert