Alerts

An alert is an audible and/or visual cue, which you predetermine, that a security is trading at a certain level. Once the security hits that level a sound, a pop-up window (see example below), or both can be set to alert you of the event. A triggered alert will also appear on the Quote Board as highlighted text in the associated field.

In this manual we will cover how to:


Launching the Alerts Module

From the Main Screen

  1. Click Modules
  2. Select Alerts

This will open the Alerts module where you can create, reset, remove, re-arm and otherwise edit alerts.


Creating Alerts


Alert creation can be accomplished from any of the following locations within SILEXX OEMS:

Main Screen
Option Chain
Portfolio
Quote Board

From the Main Screen

  1. Launch the Alerts Module as illustrated above
  2. Click the Create Alert button

    This opens the Create Alert editor window

    Alert Type Quote - sets an alert based on the securities quoted price
    Security Type the exact symbol for the security (auto-populated if launched from quote data)

    Note: Be sure to press enter on your keyboard or mouse-click away from the field to activate the symbol.

    Field Select for which field to apply the alert trigger(s)
    High Value An alert will trigger if the field value becomes equal to or greater than this specified value
    Low Value An alert will trigger if the field value becomes equal to or less than this specified value
    Re-Arm Alerts become inactive once triggered unless this box is checked; at which point they will continue to be active until removed or un-armed (unchecked).

    Incremental Change Re-activate the alert with a trigger value that is incrementally higher or lower than the respective original value.
    Percentage Change Re-activate the alert with a trigger value that is incrementally higher or lower than the respective original value based on a percentage of the security's price.
    Play Sound Play a sound when an alert is triggered.
    Show Popup Show a popup display when the alert is triggered. The popup will appear in the lower right corner of your main monitor and states the details of the alert.

    Click the popup to close it.

    From the Option Chain


    1. Right-click an option row (except for in the Strike price column)
    2. Select Create Alert

      This directly opens the Create Alert editor window

    From the Portfolio


    1. Right-click an option row (except for in the Strike price column)
    2. Select Create Alert

      This directly opens the Create Alert editor window

    From the Quote Board


    1. Right-click an option row (except for in the Strike price column)
    2. Select Create Alert

      This directly opens the Create Alert editor window


    Managing Alerts

    In this section we will cover how to:

    • Open the Alert manager
    • Customize the display
    • Edit Alerts
      • Change alert parameters
      • Reset
      • Re-arm
      • Remove

    Alerts Manager Window

    Launch the Alerts Module from the main screen to manage your alerts

    1. Click Modules
    2. Select Alerts

      This opens the Alerts manager window which lists all the alerts you have created and saved and displays an overview of what each alert is programmed to do. (Will be blank if you have not created any alerts)

    Column Customization

    The data displayed on the Alerts module can be customized by adding / removing, resizing, and re-ordering columns.

    Click here for the complete guide to Column Customization

    Alerts Column Data Definitions

    Field Identifies to which quoted price field the alert is assigned
    High Value Displays the set High Value for the alert trigger (if applicable)
    Low Value Displays the Low Value for the alert trigger (if applicable)
    Re-Arm When checked, the alert will automatically re-arm and re-value based on the indicated increment
    Re-Arm Increment Amount the alert value will increase or decrease when it is re-armed after it has been triggered. The increment is applied to the trigger value
    Security Identifies the security symbol to which the alert is assigned
    Trigger Time Displays the time that the alert was triggered
    Trigger Value Displays the value of the field that triggered the alert

    Editing Alerts

    Changing an alerts' parameters

    1. In the Alerts manager, right-click the row of the alert you want to change and select Edit Alert (this can also be done on the Quote Board after an alert has been triggered)

      The Create Alert window will open and the parameters can be updated.

    2. Several fields can be edited directly in the manager window; these include:
      1. High Value
      2. Low Value
      3. Re-Arm Increment

      Left click in the cell containing these values and either type in the new value or click the arrow buttons

    Re-setting an alert

    Triggered alerts will remain visible (highlighted) in the Quote Board and Alerts manager window until the alert is reset.
    The trigger information will also remain on the Alerts manager window until the alert is reset.

    1. Right-click the highlighted cell on the Quote Board and select Reset Alert
    2. Right-click the highlighted row on the Alerts module and select Reset Alert

    Re-arm an alert

    The re-arm feature allows you to setup alerts such that when the alert is triggered, it is automatically re-activated and set at a new value based on a pre-set increment level.

    Example:

    MMM (seen above) has an alert set on the Last price with a Low Value of 91.00. This means if the Last price goes to 91 or below, the alert will trigger.

    Checking the Re-Arm box and setting a Re-arm Increment of 1.00, in this example, will automatically cause the alert to become active again once triggered, but this time with a Low Value of 90.00 (1 point increment lower from initial alert setting). The alert will continue to be re-armed in this manner until the Re-Arm checkbox is unchecked or the alert is removed.

    Remove an alert

    In the Alerts manager, right-click the row of the alert you want to remove and select Edit Alert (this can also be done on the Quote Board after an alert has been triggered)