Start your trial today and enjoy 30 days full access

    Strategy Notification Alerts How-To Guide

    How to use the Alert bells to start receiving Strategy Notification Alerts:

    To receive email alerts from any given strategy on our platform (whether you found it on our platform or created it yourself), you can follow one of four methods:

    I. Discover tab method:

  • After finding a Strategy Card with a strategy you’re interested in, click on its red Alert bell icon at the top right of it.

    • II. Scan tab method:

  • After finding a strategy you’re interested in under the Scan tab (by using our Filter Tool), click on the red Alert bell icon at the beginning of the strategy row:

    • III. Smart Studies tab method:

  • Under the Smart Studies tab, click on the red “Alert” button found below:

    • IV. Community widget method:

  • Click on the Community icon on the Navigation bar to open the Community widget.
  • Click on the three-line icon at the top right to show the Community filters.
  • Check the box next to “Strategies”
  • Optional: If you can think of additional criteria to narrow your search, like strategies from a particular community member you already know or a particular symbol you’re looking for, click on the magnifying glass icon at the top right of the Community Widget and type the keyword on the search bar.

    • When you click on “Alert”, you are essentially "saving" the strategy you have under the Smart Studies Tab. This action will make the formerly red “Alert” button turn green, this means that the alerts are now enabled.

    If there are no custom indicators under the Smart Studies Tab when you click “Alert”, it will enable alerts for the “Buy And Hold, NeverSell” strategy (which will show you the same stats as if you bought the stock years ago and never sold!)

    Strategy Notification Alert email overview

    Once you enable Alerts on a strategy:

  • It will be saved under My Strategies, under the Scan Tab.
  • You'll start receiving a Strategy Notification email every trading day, one hour before the market close (this is by default, but you can easily update this from your My Account page).

    • This email will show you all the strategies you currently have alerts enabled for that are currently “Starting”, “Active”, or “Ending”, depending on if their Buy and Sell conditions are met that day.

    The email will look similar to this:

    In this example, the email shows a received alert for three different strategies for three different tickers (AAPL, SPY, and QQQ), the actual price of each ticker, and the rolling 24h change, in dollar amounts and percentages.

    Our platform allows you to enable alerts as many strategies as you want for as many tickers as you want, so to tell them apart from one another, our members usually give Strategies a particular name. In the previous example, I've named the AAPL strategy "Byron for Apple", the SPY strategy "Aaron's Spy Money Maker", and the QQQ strategy "Byron for QQQ".

    You're also able to see the "Starting" and "Ending" signs next to each strategy. This is how you know if the Buy or Sell conditions for the mentioned strategies are being met on the day you receive the email.

    You can learn more about reading and understanding these Strategy Notification emails by clicking HERE.

    Want to only receive strategy notifications when a given strategy starts or ends? You can customize and manage what email alerts they want to receive and when! Learn more HERE.

    How to read your daily Strategy Notification emails

    To take advantage of bright investment ideas, our platform allows you to enable alerts for as many strategies as you want for as many tickers as you want, so to tell them apart from one another, our members usually give Strategies a particular name (or nickname).

    You will also see status signs ("Starting", "Day X", and "Ending") signs next to each strategy. This is how you know if the Buy or Sell conditions for the mentioned strategies are being met on the day you receive the email.

    Each day, you'll get notifications from the strategies you're following, depending on whether they are starting, already active, or ending that day. These are sent by default one hour before the market closes (but you can easily manage the emails you receive and when from your My Account page).

    The 4 stages of a strategy:

  • Starting
  • Day X
  • Ending
  • Inactive

    • Starting: This means that the conditions that make up the strategy are true as of today. True means they are happening.

    For example, if your strategy was set to buy when a stock closed above the 21-day simple Moving Average, and today the stock is finally meeting this criterion, the status will be Starting.

    If you had planned to buy if the stock closed above the 21-day simple Moving Average, then you'd be buying on this day before the market closed:

    Day X: Could also be described as Active or Hold, and "X" can be defined as the number of days after opening your trade. This is when the conditions for the strategy are true and have been true for more than one day. If you got into a trade on the Starting Day and today you see "Day X", then you'd hold the trade.

    It is important to know how many days into a strategy you are. This is why we show "Day X" instead of just saying Active.

    Ending: This means that the conditions that make up the strategy are no longer true as of today.

    For example, if your strategy was set to Sell when a stock closed below the 21-day simple moving average, and today the stock is finally below the 21-day simple moving average, the status will be Ending.

    If you had planned on selling the stock if it dropped below the 21-day simple moving average then you'd be selling on this day before the market closed:

    Inactive: If you don't see a strategy you know you're following appearing in the Strategy Notification email, this means that the conditions that make up the strategy are untrue today. No buying, no holding, no selling, just sitting on your hands!

    It's important to note that all our backtesting data is routed to the closing price each day. The closer you buy and sell to the close, the closer you'll follow the expected strategy results.

    If you wait until the next day to buy or sell, you may encounter slippage because of the risk the stock may gap up or down at the open.

    Also, if you're receiving a little too many Strategy Notifications and would like to narrow down a bit or start with a clean slate altogether, you're free to easily disable alerts for any Strategies you're no longer interested in.