Alert Manager is Now Live

I'm excited to announce the launch of Alert Manager. It's a custom alert system where you can build exactly the market intelligence notifications you want.

Instead of getting every alert or none at all, you define what triggers an alert, what companies to watch, and how you want to be notified. You can stack multiple rules together and test them before they go live.

What Alert Manager Does

Here's what you can do:

• Custom Rule Builder - Build alerts with multiple criteria using AND/OR logic
• Smart Templates - Start with templates for CEO changes, M&A, earnings surprises, and more
• Advanced Filtering - Filter by sector, industry, tags, or Fortune 500 status
• Real-time Processing - Filings get processed within about 1 minute of hitting EDGAR
• Historical Data - Every alert includes historical performance patterns for context
• Subscription Management - Track triggers, test rules, and view alert history

You build exactly what you need for your trading strategy.

How to Access Alert Manager

Alert Manager is available to Pro users through the main navigation:

Navigate to Alert Manager in the sidebar. You'll see your subscriptions, creation tools, and activity feed all in one place.

The Alert Dashboard

The left side shows your active subscriptions with a "Create Alert" button. The right side shows your activity feed.

It's a two-pane layout so you can manage existing alerts while seeing the changes you have made to them over time.

Creating Custom Alerts

Click "Create Alert" to access the template library:

You can choose from pre-built templates like:

• CEO Changes - Leadership transitions and executive changes
• Earnings Surprises - Earnings beats and misses
• M&A Activity - Mergers, acquisitions, and strategic deals
• Fortune 500 Tech - Large technology companies

Or select "Create Custom Alert" for complete control over your criteria.

Building Custom Alert Rules

The custom alert builder lets you create sophisticated filtering rules:

You can filter by multiple criteria including:

• Sector - Technology, Finance, Healthcare, etc.
• Tags - Specific SEC filing types and events
• Industry - Narrow industry classifications
• Fortune 500 - Large-cap company focus

Example: Finance Sector Dividend Announcements

• Sector = Finance
• Tags = Dividend Announced

The preview shows exactly when your alert will trigger based on those rules.

Managing Your Subscriptions

Once created, each alert becomes a managed subscription:

Each subscription card shows:

• Toggle switch - Enable/disable the alert
• Rule summary - Visual representation of your criteria
• Performance metrics - Total triggers, recent activity, average frequency
• Test & History - Test your alert logic or view past triggers

Example Alert Email

Here's what you receive when an alert triggers - this is a real M&A alert for Jefferies Financial:

Each email includes:

• Subscription + triggered rules
• Company snapshot (name, ticker, sector, industry)
• AI-generated headline + filing summary
• Tagged filing events

• Historical Pattern Analysis - Event-level win rates and returns over 1, 4, and 6 weeks

So when JEF files something, you're not just getting the filing. You're getting the filing plus historical context about what usually happens when similar companies file similar events.

Managing Your Alerts

Each alert subscription can be controlled individually with toggle switches:

• Test alerts - Make sure your rules work correctly before going live
• View history - See past triggers and how they performed
• Edit rules - Modify criteria without having to recreate everything
• Delete subscriptions - Remove alerts you no longer need

You can fine-tune your alert strategy over time without having to start from scratch.

What's Coming Next

With the foundation in place, upcoming enhancements include:

• Mobile optimization for alert management
• SMS delivery for high-priority events
• ROI tracking across alert strategies
• Watchlist integration
• Technical indicator pairing (MA, RSI, MACD)
• Insider trading disclosures

We Want Your Feedback

I'm looking for feedback on:

• Rule Builder - Is creating custom alerts intuitive?
• Templates - Are the pre-built options hitting the right use cases?
• Alert Quality - Are you getting useful alerts or too many false positives?
• Historical Analysis - Is the historical performance data helpful for your decisions?
• Missing Features - What alert types or integrations would you want to see?

If you're a Pro user, try out Alert Manager and let me know what you think. Your feedback helps me figure out what to build next.

Access Alert Manager through the main navigation.

Market intelligence for informational purposes only. Not investment advice. Always conduct your own research.