Setting Up and Managing Alerts

Educational Resource: This guide explains how to interpret features in Profitelligence. Past performance does not guarantee future results. Nothing in this documentation constitutes investment advice.

What Is the Alert Manager?

The Alert Manager is your notification control center. Instead of constantly checking the platform, you set up rules for what matters to you, and we notify you in real-time when those conditions are met.

What you can be alerted about:

Insider trading activity (Form 4 filings)
Company actions (8-K filings)
Opportunity score changes
Watchlist-based events
Custom filtered combinations

How you're notified:

Email (immediate or digest)
In-app notifications
Push notifications (mobile app)
SMS (Pro feature)

Who benefits:

Active traders who need instant notification of material events
Part-time traders who can't monitor constantly
Portfolio managers tracking multiple positions
Event traders waiting for specific catalyst types

Where to Find It

Path: Dashboard → Alert Manager

What you'll see:

List of your active alert subscriptions
"Create New Alert" button
Activity feed showing recent triggered alerts
Settings for notification preferences

Alert Manager Layout

Desktop View

Left Column: Subscription Manager

Your active alerts listed
Edit/Delete buttons for each
Toggle to enable/disable without deleting
Create new alert button at top

Right Column: Activity Feed

Shows recent alerts that triggered
Indicates what triggered each alert
Link to the underlying event (8-K, Form 4, etc.)
Time stamp showing when alert fired

Mobile View

Tab-based navigation:

Active Alerts tab: Your subscriptions
Recent Activity tab: Triggered alerts feed
Create Alert floating button

Optimized for touch:

Swipe to delete alerts
Long-press to edit
Pull to refresh activity

Creating Your First Alert

Step-by-Step

1. Click "Create New Alert" Opens the Alert Builder modal

2. Choose Alert Type Select what you want to be notified about:

Insider Activity - Form 4 filings
Company Actions - 8-K filings
Opportunity Scores - Score changes
Combined - Multiple event types

3. Add Filters Narrow what triggers the alert:

Specific companies/tickers
Or entire watchlist
Transaction types (buys/sells for insiders)
Impact levels (high/medium/low for 8-Ks)
Dollar amount thresholds
Insider roles (officers, directors, 10% owners)

4. Set Notification Preferences Choose how you're notified:

Email (immediate)
Email (daily digest at 8am)
In-app notification only
Push notification (mobile)
SMS (Pro only)

5. Name Your Alert Give it a clear name you'll understand later:

✅ Good: "Large Officer Buys - Tech Watchlist"
❌ Bad: "Alert 1"

6. Save Alert is now active and monitoring

You'll receive notifications when conditions match.

Alert Types and Examples

Insider Trading Alerts

Example 1: Large Officer Buys

Configuration:

Type: Insider Activity
Transaction: Buys only
Role: Officers only
Threshold: >$500,000
Scope: Any company

What triggers: Any officer at any public company buying $500K+ of stock

Use case: Catch significant insider conviction signals across entire market

Example 2: Watchlist Insider Activity

Configuration:

Type: Insider Activity
Transaction: Any (buys or sells)
Scope: "Active Positions" watchlist
Threshold: >$100,000

What triggers: Any insider trade >$100K for stocks you currently own

Use case: Monitor insider sentiment for your portfolio

Example 3: CEO Buying

Configuration:

Type: Insider Activity
Role: CEO only
Transaction: Buys only
Threshold: >$250,000
Scope: Any company

What triggers: CEOs buying significant amounts of their own stock

Use case: CEOs typically know the business best - track their conviction

Company Actions Alerts

Example 4: High-Impact 8-Ks

Configuration:

Type: Company Actions (8-K filings)
Impact: High only
Scope: Any company

What triggers: Major corporate events (M&A, CEO changes, bankruptcy, etc.)

Use case: Daily scan for market-moving events across all stocks

Example 5: M&A Announcements

Configuration:

Type: Company Actions
Tags: M&A only
Impact: Medium or High
Scope: Any company

What triggers: Acquisition, merger, or divestiture announcements

Use case: Event arbitrage or M&A-focused strategy

Example 6: Watchlist Events

Configuration:

Type: Company Actions
Impact: Medium or High
Scope: "Research Queue" watchlist

What triggers: Material events for stocks you're researching

Use case: Stay updated on companies you're considering buying

Opportunity Score Alerts

Example 7: High-Score Emergence

Configuration:

Type: Opportunity Score Change
Condition: Score rises above 75
Confidence: >70%
Scope: Any company

What triggers: When a stock crosses into "strong opportunity" territory

Use case: Catch new setups as they develop

Example 8: Watchlist Score Spikes

Configuration:

Type: Opportunity Score Change
Condition: Score increases by +15 points or more
Scope: "Tech Stocks" watchlist

What triggers: Large score jumps for your sector focus

Use case: Know when something significant happens in your tracked universe

Combined Alerts

Example 9: The Complete Signal

Configuration:

Type: Combined
Include: High-impact 8-K + Officer buying
Within: Same 5-day window
Scope: Any company

What triggers: Major corporate event followed by insider buying (or vice versa)

Use case: Catch the strongest signals - event + insider validation

Managing Existing Alerts

Viewing Active Alerts

In the Subscription Manager column: Each alert card shows:

Alert name
Type and key filters
Creation date
Status (Active/Paused)
Count of times triggered (last 30 days)

Sort options:

By name (alphabetical)
By creation date (newest first)
By trigger frequency (most active first)

Editing an Alert

To modify an alert:

Find alert in list
Click "Edit" button
Alert Builder opens with current settings
Change any filters or notification preferences
Click "Save Changes"

Common edits:

Adjusting dollar thresholds
Adding/removing watchlist scope
Changing notification delivery method
Refining filters after seeing false positives

Pausing vs. Deleting

Pause an alert:

Toggle switch to "Off" position
Alert stops triggering but settings saved
Easy to re-enable later

Use case: You're on vacation, don't want alerts for a week

Delete an alert:

Click "Delete" button
Confirm deletion
Alert and settings permanently removed

Use case: Alert no longer relevant to your strategy

Pro tip: Pause first to test if you miss it. Delete if you don't re-enable after a month.

Duplicating Alerts

To create similar alert:

Find existing alert
Click "Duplicate" button
Alert Builder opens with same settings
Modify as needed (e.g., change watchlist)
Give it new name
Save

Use case: You have "Tech Stocks High Impact 8-Ks" and want to create same alert for "Healthcare Stocks" watchlist.

Notification Preferences

Delivery Methods

Email (Immediate):

Get email within 5 minutes of event
Best for: Critical alerts you need to act on quickly
Risk: Inbox overload if too many alerts

Email (Daily Digest):

One email per day at 8am with all triggered alerts
Best for: Important but not urgent monitoring
Cleaner inbox, less interruption

In-App Notification:

Bell icon shows unread notifications
Only see when you visit platform
Best for: Supplementary awareness, not primary alert method

Push Notification (Mobile):

Phone notification appears instantly
Best for: Alerts requiring immediate awareness
Control: Can set quiet hours in phone settings

SMS (Pro Only):

Text message to your phone
Best for: Highest-priority alerts only (limited monthly quota)
Use sparingly to avoid alert fatigue

Setting Quiet Hours

In Alert Settings:

Set hours when alerts are suppressed (e.g., 10pm - 7am)
Alerts still tracked, just not delivered during quiet period
Receive summary in morning of overnight alerts

Use case: Don't want to be woken by market-moving events you can't act on pre-market.

Frequency Limits

Avoid alert fatigue:

Set max alerts per day per subscription (e.g., max 5)
After limit, alerts batch until next day
Prevents inbox explosion during high-volume periods

Example: You set "Alert max 3 times/day". On a crazy news day, 10 events match your criteria. You get first 3 immediately, then summary at end of day: "7 additional events matched your alert."

Alert Activity Feed

Understanding the Feed

Shows recent triggered alerts: Each entry displays:

Which alert triggered
What event caused it (8-K, Form 4, score change)
When it triggered (timestamp)
Link to full event details

Sort options:

Chronological (default)
By alert subscription (group same alerts)

Taking Action from Feed

Click any triggered alert to:

View full details of the underlying event
Read AI summary (for 8-Ks)
See Form 4 details (for insider trades)
Check opportunity score details
Add company to watchlist
Set up new alert based on this event

Workflow: Alert notifies you → Check feed → Investigate event → Take trading action

Feed keeps 30 days of history so you can review past alerts and outcomes.

Advanced Alert Strategies

Strategy 1: Layered Alerts

Create multiple alert tiers:

Tier 1 (Ultra Priority):

$1M+ officer buys
High-impact M&A 8-Ks
Score jumps >20 points
Notification: SMS + Email

Tier 2 (Important):

$500K+ any insider buys
Medium/High impact 8-Ks on watchlist
Score >75 on watchlist
Notification: Email immediate

Tier 3 (Awareness):

Any insider activity on holdings
All 8-Ks on watchlist
Score changes on watchlist
Notification: Email daily digest

Result: Appropriate urgency for different signal strengths.

Strategy 2: Watchlist-Specific Alerts

Match alerts to watchlist purpose:

"Active Positions" watchlist:

Alert on ANY insider activity (want to know everything)
Alert on ANY 8-K (risk management)

"Research Queue" watchlist:

Alert only on High-impact 8-Ks (confirmation to buy)
Alert only on officer buying >$250K (insider validation)

"Long-Term Holds" watchlist:

Alert only on CEO changes or major M&A (structural changes)
No alerts for routine activity

Different monitoring intensity for different lists.

Strategy 3: Threshold Progression

Adjust thresholds over time:

Month 1: Set high thresholds ($1M+) to learn what's truly meaningful

Month 2: Lower to $500K now that you understand context better

Month 3: Create segmented alerts - $1M+ immediate,$ 250K-$1M digest

Goal: Find your personal signal-to-noise sweet spot.

Strategy 4: Conditional Combinations

Use "Combined" alert type for sophisticated signals:

Setup:

Trigger: 8-K filed (any impact)
AND: Insider buying within next 5 days
For: Any company

What this catches: Events where insiders put money to work AFTER the public announcement - strong validation

Another example:

Score drops below 40 (opportunity fades)
AND: Insider selling >$500K
For: "Active Positions" watchlist
Exit signal - both score and insiders turning negative

Mobile-Specific Features

Push Notification Management

In mobile app:

Long-press alert to see preview
Swipe to dismiss or open
3D touch for quick actions (iOS)

Notification Center:

Grouped by alert subscription
Expand to see individual triggers
Mark all as read

Quick Alert Creation

From any screen in mobile app:

See interesting event
Long-press or use share menu
Select "Create Alert"
Pre-filled with event details
Adjust filters
Save

Fastest way to set alerts on the go.

Integration with Other Features

With Watchlist Manager

Alerts respect watchlist changes:

Add stock to watchlist → Included in watchlist-scoped alerts automatically
Remove stock from watchlist → No longer triggers those alerts

Dynamic monitoring - no need to edit alerts when watchlists change.

With Daily Digest

Complement each other:

Alerts: Real-time for actionable signals
Daily Digest: Morning overview of all activity

Many users: Set critical alerts for immediate notification, then get comprehensive summary via Daily Digest.

See: Daily Digest

Common Questions

Q: How many alerts can I create?

A: Free users: up to 5 alerts. Pro subscribers: unlimited alerts.

Q: How quickly are alerts delivered?

A: Email/push: typically within 5-10 minutes of event filing with SEC. In-app: real-time.

Q: Can I temporarily disable all alerts?

A: Yes. In Alert Settings, toggle "Pause All Alerts" - everything stops until you re-enable.

Q: What if I'm getting too many alerts?

A: Increase thresholds (e.g., $500K →$ 1M), add filters (e.g., officers only), or switch to daily digest delivery.

Q: Do alerts trigger after hours and weekends?

A: Yes, SEC filings can occur 24/7. Enable quiet hours if you don't want late-night notifications.

Q: Can I test an alert before it goes live?

A: Not directly, but you can create it, then view Activity Feed to see what would have triggered in past 30 days based on your criteria.

Q: What's the difference between an alert and the Daily Digest?

A: Alerts are customizable, filtered, real-time notifications. Daily Digest is a comprehensive morning summary of ALL activity regardless of filters.

Pro Tips

Tip 1: Start Conservative, Then Expand

Week 1: Set only ultra-high-priority alerts ($1M+ trades, High-impact 8-Ks only)

Learn what's actionable without noise.

Week 2+: Add secondary alerts as you understand signal quality

Result: You build confidence without alert fatigue.

Tip 2: Name Alerts Descriptively

Include:

What type (Insider/8-K/Score)
Key filter (Buys, High-Impact, >$500K)
Scope (Watchlist name or "All")

Example names:

"Insider Buys >$1M - All Stocks"
"High Impact 8-Ks - Tech Watchlist"
"Score Spike >15pts - Active Positions"

In 3 months you'll still know what each alert does.

Tip 3: Review Triggered Alerts Weekly

Every Sunday:

Review past week's triggered alerts
Check: Were any false positives?
Check: Did you miss alerts that should exist?
Adjust: Refine filters based on learnings

Continuous improvement of your alert setup.

Tip 4: Match Delivery to Urgency

SMS: Only for alerts requiring immediate action (rare) Push: Important signals you'll act on that day Email Immediate: Important but can wait an hour Email Digest: Awareness but not time-sensitive In-app only: Nice to know, will check when I log in

Don't use same delivery method for everything.

Tip 5: Seasonal Alert Adjustments

Q4: Add alerts for tax-loss selling patterns January: Add alerts for post-rebound setups Earnings season: Add earnings-specific 8-K alerts Summer: Reduce alert sensitivity (lower volume period)

Your alerting strategy should adapt to market calendar.

Next Steps

Now that you understand alert basics, dive deeper into Alert Types to see detailed examples of every alert configuration and learn advanced filtering techniques.

Want a comprehensive morning summary instead of individual alerts? Learn about Daily Digest for email-based market intelligence.

Setting Up and Managing Alerts

Documentation

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