Back to Knowledge Base

Templates help you set alerts with just a couple clicks.

  • Click your name in the top right-corner, and then click “Templates.”
    • You will be brought to the default template page.

CryptoTradeSmith templates

  • Click “Add Template.” The following Add Template page will display:

template menu

  • Enter a name for the new template (1).
  • Click the alert type tabs on the left (2) to select the alert/s you would like in your template.
  • Click the Add Alert button (3). Your selected alert will be added under “Current Alerts” at the bottom. You can edit them (4) or delete them (5).
  • Click “Save” (6).
  • Your new template will now be accessible when adding alerts from the Positions & Alerts screen.

 

Note that if you’re using a trailing stop, you can choose to be notified based on latest close or latest price. Latest price is based on 30-minute intraday pricing. Latest close represents the investment’s price from midnight UTC (7pm EST / 8pm EDT).