Setting Up Alerts

Educational Resource: This guide explains how to interpret features in Profitelligence. Past performance does not guarantee future results.

Why Use Alerts?

You can't watch the dashboard 24/7. Alerts notify you when opportunities matching your criteria appear or when existing positions show significant pattern changes.

Common use cases:

"Tell me when AAPL scores above 75" - Track specific tickers
"Alert me to any tech stock scoring 80+" - Sector-focused trading
"Notify me of high-confidence bearish setups" - Short opportunity hunting
"Warn me if my watchlist stocks drop below 60" - Position monitoring

Alerts help you stay on top of opportunities without constant dashboard checking.

Prerequisites

Pro subscription required - Custom alerts are a Pro feature. Free users receive weekly digest emails but can't configure custom triggers.

Verified email - Alerts send to your registered email. Verify it in account settings first.

Dashboard familiarity - You should understand scores, confidence, and drivers before setting alerts. Review Understanding the Dashboard if needed.

Accessing the Alert Manager

Navigate to Alerts

From the dashboard:

Click your profile icon (top-right)
Select Alert Manager from dropdown

Or use direct navigation:

Click Alerts in the main sidebar (if visible)
Navigate to /alert-manager in URL

What You'll See

The Alert Manager has two main sections:

Left column: Subscription Management

List of your active alerts
Controls to create, edit, delete alerts
Toggle alerts on/off

Right column: Activity Feed

Recent alerts that fired
History of notifications sent
Status of each alert

Creating Your First Alert

Let's walk through creating a simple alert step-by-step.

Step 1: Click "Create New Alert"

Look for the "+ Create New Alert" button (usually top-right of subscription list).

Click it to open the alert builder modal.

Step 2: Choose Alert Type

You'll see several alert type options:

Score Threshold Alert

Trigger when overall score crosses a threshold
Example: "Alert me when any stock scores ≥80"

Ticker-Specific Alert

Monitor specific stocks
Example: "Alert me when NVDA score changes significantly"

Sector Alert

Focus on specific industries
Example: "Alert me to Technology stocks scoring ≥75"

Confidence Alert

Focus on well-tested patterns
Example: "Alert me to opportunities with confidence ≥80"

Direction Alert

Filter by bullish/bearish
Example: "Alert me to bearish setups scoring ≥70"

For your first alert, choose: Score Threshold Alert

Step 3: Configure Alert Parameters

The modal shows different fields based on alert type.

For Score Threshold Alert:

Alert Name (required)

Give it a descriptive name
Example: "High Quality Opportunities"

Minimum Score (required)

Slider or input field
Set to: 75 (strong patterns)

Minimum Confidence (optional)

Set to: 65 (well-tested)
Leave blank to ignore confidence

Direction (optional)

Dropdown: All / Bullish / Bearish / Neutral
Choose: Bullish (for long opportunities)

Sector Filter (optional)

Multi-select dropdown
Leave blank for all sectors, or choose: Technology

Example configuration:

    
    Alert Name: High Quality Tech Opportunities
Minimum Score: 75
Minimum Confidence: 65
Direction: Bullish
Sectors: Technology

Step 4: Set Notification Preferences

Email notifications:

✅ Enable email alerts
Choose frequency: Immediately / Daily Digest / Weekly Summary

Push notifications (if mobile app installed):

✅ Enable push notifications
Quiet hours: 10 PM - 8 AM (optional)

For first alert, recommend:

Email: Immediately (you'll get alerts in real-time)
Push: Enabled (if you have the app)

Step 5: Review and Save

The modal shows a summary:

    
    Alert: High Quality Tech Opportunities
Triggers when:
- Sector is Technology
- Overall Score ≥ 75
- Confidence ≥ 65
- Direction is Bullish

Notifications: Email (Immediate), Push (Enabled)

Click "Save Alert"

You'll see a success message and the alert appears in your subscription list.

Managing Existing Alerts

View Your Alerts

All active alerts show in the left column subscription list.

For each alert you'll see:

Alert name
Trigger criteria (condensed)
Status: Active / Paused
Last triggered timestamp
Edit and delete buttons

Pause an Alert

Toggle the switch next to the alert name to pause/unpause.

When paused:

Alert won't trigger or send notifications
Remains in your list for easy reactivation
Useful for temporary breaks

When to pause:

On vacation
Market closed for holidays
Testing different criteria

Edit an Alert

Click the pencil/edit icon next to the alert.

The alert builder modal opens with current settings pre-filled.

Modify any field and click "Save Changes"

Use cases:

Raise score threshold after learning patterns
Add/remove sectors as markets shift
Adjust confidence requirements

Delete an Alert

Click the trash/delete icon next to the alert.

Confirm the deletion in the modal (this action is permanent).

When to delete:

Alert no longer matches your strategy
Too many false positives
Replaced by a better-configured alert

Alert Types in Detail

Score Threshold Alerts

Purpose: Get notified when ANY stock meets your score criteria

Configuration:

Minimum score (e.g., ≥80)
Optional confidence filter
Optional direction filter
Optional sector filter

Use case: Broad opportunity discovery. "Show me everything strong."

Pros: Never miss a high-quality setup Cons: Can generate many alerts in strong markets

Ticker-Specific Alerts

Purpose: Monitor specific stocks you already watch

Configuration:

Ticker list (AAPL, NVDA, TSLA, etc.)
Score change threshold (e.g., ±10 points)
Direction change (bullish → bearish)

Use case: Position monitoring. "Tell me if my watchlist stocks change pattern."

Pros: Focused on stocks you know Cons: Misses opportunities outside your watchlist

Sector Alerts

Purpose: Focus on industries you specialize in

Configuration:

Sector(s): Technology, Healthcare, Financial, etc.
Minimum score
Optional confidence filter

Use case: Specialized trading. "I only trade biotech - show me those."

Pros: Aligned with your expertise Cons: Ignores strong setups in other sectors

Confidence Alerts

Purpose: Only see well-tested patterns

Configuration:

Minimum confidence (e.g., ≥80)
Optional score floor
Optional direction

Use case: Risk-averse trading. "Show me proven patterns only."

Pros: Higher reliability, fewer false positives Cons: May miss emerging strong signals with lower sample sizes

Direction Alerts

Purpose: Filter by bullish/bearish/neutral

Configuration:

Direction: Bullish / Bearish / Neutral
Minimum score
Optional confidence and sector filters

Use case: Directional specialization. "I only trade long - show me bullish setups."

Pros: Matches your trading style Cons: Misses opportunities in opposite direction

Advanced Alert Strategies

The "High Conviction Only" Stack

Create one alert with very strict criteria:

    
    Alert Name: Slam Dunk Opportunities
Minimum Score: 85
Minimum Confidence: 80
Direction: Bullish
Sectors: (blank - all sectors)

Philosophy: Only alert me to the absolute best setups. I'll ignore everything else.

Best for: Part-time traders with limited research time

The "Multi-Tier" Approach

Create three alerts with different thresholds:

Alert 1: "Tier 1 - Best"

Score ≥85, Confidence ≥80
Email: Immediate
These get priority research

Alert 2: "Tier 2 - Good"

Score ≥75, Confidence ≥70
Email: Daily digest
Review these if Tier 1 is empty

Alert 3: "Tier 3 - Watch"

Score ≥65, Confidence ≥60
Email: Weekly summary
Background monitoring

Philosophy: Prioritize by quality. Focus energy on best setups.

Best for: Active traders who want to monitor multiple quality levels

The "Specialist" Setup

Focus on one sector you know deeply:

    
    Alert Name: Semiconductor Opportunities
Score: ≥70
Confidence: ≥65
Direction: (any)
Sector: Technology (filter further to semiconductors if available)

Philosophy: I know semiconductors better than anyone. Show me everything.

Best for: Traders with deep sector expertise

The "Contrarian" Configuration

Hunt for high-quality bearish setups:

    
    Alert Name: Short Opportunities
Score: ≥75
Confidence: ≥70
Direction: Bearish

Philosophy: Most people chase longs. I'll profit from the downside.

Best for: Short sellers and options traders (puts)

Understanding Alert Notifications

Email Alert Format

When an alert triggers, you'll receive an email with:

Subject line: "Alert: High Quality Tech Opportunities - 3 new matches"

Body content:

Alert name and trigger criteria
List of matching opportunities (ticker, score, confidence, direction)
Direct links to view each opportunity in dashboard
Link to manage/pause this alert

Example:

    
    Your alert "High Quality Tech Opportunities" found 3 matches:

1. NVDA - Score 82, Confidence 76, Bullish
   Primary Driver: Insider Buying
   [View Details →]

2. AAPL - Score 78, Confidence 81, Bullish
   Primary Driver: Momentum Bullish
   [View Details →]

3. AMD - Score 76, Confidence 73, Bullish
   Primary Driver: Valuation Gap
   [View Details →]

[Manage This Alert] | [Pause Alerts] | [View Dashboard]

Push Notification Format

Mobile push notifications show:

Title: "New Opportunity Alert"

Message: "NVDA scored 82 (Bullish) - matches High Quality Tech Opportunities"

Tap behavior: Opens app directly to opportunity detail

Alert Frequency

Immediate mode:

Sends notification within minutes of trigger
Can generate multiple emails per day
Best for time-sensitive strategies

Daily digest mode:

Batches all day's triggers into one email
Sent at 6 AM or 6 PM (configurable)
Best for swing traders who don't need immediate alerts

Weekly summary mode:

Sends Sunday evening with full week's matches
Best for long-term investors

Activity Feed

The right column shows alert history.

What You'll See

Recent alerts (last 30 days):

Which alert triggered
Which stock matched
When it triggered
Current status (still active? pattern changed?)

Example entry:

    
    2 hours ago
Alert: High Quality Tech Opportunities
Match: NVDA - Score 82, Confidence 76
Status: Still active
[View Opportunity →]

Why It's Useful

Track what patterns emerge frequently - If "Insider Buying" alerts fire constantly, that's a hot pattern right now.

Avoid duplicate research - "Did I already get alerted to AAPL today? Yes, 4 hours ago."

Performance tracking - See which alerts find opportunities that actually work.

Refine your alerts - If an alert never triggers, your criteria might be too strict. If it triggers 50 times a day, too loose.

Common Alert Pitfalls

Pitfall #1: Too Many Alerts

The problem: Creating 10 different alerts with overlapping criteria, drowning in notifications.

The fix: Start with 1-2 well-configured alerts. Add more only when needed.

Pitfall #2: Criteria Too Strict

The problem: Alert never triggers because you want score ≥95, confidence ≥95, in one sector.

The fix: Relax criteria gradually. Start with 80/80 and adjust based on results.

Pitfall #3: Criteria Too Loose

The problem: Alert triggers 30 times per day. You ignore them all.

The fix: Raise thresholds. If score ≥50 generates too many, try ≥70.

Pitfall #4: Ignoring Alert Emails

The problem: Alerts go to email but you never check that inbox.

The fix:

Use an email you actually monitor
Set up email filters to highlight these alerts
Switch to push notifications if you ignore email

Pitfall #5: "Set and Forget"

The problem: Creating alerts 6 months ago and never reviewing if they still match your strategy.

The fix: Review and update alerts monthly. Markets change. Your strategy evolves. Alerts should too.

Alert Best Practices

Start Simple

First alert: Score ≥75, Confidence ≥65, Bullish

Run it for 2 weeks. See what you get. Refine from there.

Match Alerts to Your Schedule

Full-time trader: Immediate notifications

Part-time (check morning & evening): Daily digest

Long-term investor: Weekly summary

Test Alert Criteria

Before creating an alert, manually filter the dashboard with those criteria:

How many opportunities match?
Are they actually interesting to you?
Too many? Too few?

Adjust before saving the alert.

Name Alerts Descriptively

❌ Bad: "Alert 1", "Test", "AAPL"

✅ Good: "High Quality Tech Longs", "Bearish Setups 80+", "AAPL Score Changes"

You'll thank yourself when managing 5+ alerts.

Review Alert Performance

Every month, ask:

Which alerts found good opportunities?
Which alerts generate noise?
Which alerts never trigger?

Delete underperformers. Double down on winners.

Next Steps

You now know how to set up and manage alerts. Time to deepen your understanding of what you're being alerted to:

Understand scoring: Reading Opportunity Scores - Learn what makes a score "high quality"

Understand patterns: Understanding Drivers - Know what creates the opportunities you're being alerted to

Advanced filtering: Filtering Opportunities - Master dashboard filters to test alert criteria before committing

Setting Up Alerts

Documentation

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