[Music] Welcome to Questrade. In this video,
we’ll show you how to create and manage your alerts on Questrade Edge Mobile.
To get started, open the Edge Mobile app and log in. Then, tap the more widget at
the bottom of your screen. Next, you’ll select the Alerts button from the top of the screen.
You’ll then choose whether you want to set up or review your Custom Alerts or Smart Alerts.
Custom alerts are specific alerts you set for specific stocks,
options or ETFs you’re interested in.
Smart alerts are set automatically when any stock,
option or ETF in your portfolio or on a watchlist you created moves 5% or 10% upwards or downwards.
When you tap Custom Alerts, you’re taken to a screen that will include Active,
Triggered and Cancelled tabs at the top. You will automatically be in the Active tab, which will
show any custom alerts you have set-up. If you do not have any custom alerts, it will say so.
The triggered tab will show you a log of any alerts that have triggered.
Custom price alerts will persist in the triggered tab for 30 days while Smart
Alerts will persist for the current trading day and then will automatically be deleted.
The canceled tab shows you any alerts that you have canceled in the past 30 days.
The three dots menu gives you an option to reactivate all canceled alerts
or to change alert preferences such as email addresses and SMS numbers.
You can easily add custom alerts from a symbol’s quote page.
As an example, we’ll search for Apple. Stocks displayed are for illustrative purposes only.
Once you’re on the quote page for the symbol you looked up,
you’ll see a Bell symbol with a plus sign near the top of the screen.
Tap this, and you’ll be taken to a screen to customize your alert.
Custom alerts allow you to create an alert using a variety of options.
At the top you’ll see 3 general categories - Price, 52 week
and Volume. We’ll walk through each of these.
Under the price tab, you can create an alert for a variety of price updates.
Using the Condition drop-down menu, you can set your alert to track Ask price, Ask Size,
Bid Price, Bid Size, changes in dollar amounts or percentages,
Last Price, or new daily highs or lows. Below the Condition drop-down is Operator.
This represents the mathematical operator you can apply for your alert to trigger.
From left to right, these symbols represent Less than,
Less than or equal to, Greater than, and Greater than or equal to. These work with
the condition and the value you set in the next field to create your alert.
Next, you’ll set the Value. This is where you enter the
number value you will be alerted about when the condition reaches that value.
For example, if you set the Condition to Ask Price with a Less than operator and a Value of 120,
you’ll get an alert when this ticker symbol’s ask price goes below $120.
For Duration, you can either select Active until date, which lets you choose a custom
date for this alert to remain active until, or Active for one year. If you choose Active
until date, the drop-down menu below lets you select the date you’d like.
Lastly, you can add any notes you’d like to include with this alert.
There is also a toggle you can turn on and off if you want to be alerted of a price change that
fits your criteria that occurs outside of trading hours (such as during pre or post market trading).
Next, you can also create custom alerts for 52-week updates.
Under this tab, you can set alerts for when a ticker symbol reaches new yearly highs,
new yearly lows, a percentage-based 52-week high or low, as well as a dollar value-based
52-week high or low. The rest of the alert set up is similar to setting up a price alert.
Beside the 52-week tab is Volume, which lets you set an alert based on a ticker
symbol’s trading volume changes. The conditions available for this alert
are Average volume, 20-day relative volume, High volume, and Trading Volume.
Again, you will set up the rest of the alert similar to a price alert.
Next, let’s take a look at Smart alerts. If you haven’t opened a
position or created a watch list, when you first tap the Smart alert button,
you’ll then see a screen that says you don’t have any active smart alerts.
Below this text, you’ll have the option to Reset smart alerts, if you have cancelled them.
Like previously stated, Smart alerts are created automatically when you
enter a position or when you create a watchlist.
They are automatically set to notify you when a stock, option or ETF in your account or
watchlists, goes up or down 5% or 10%, or has high volume during the current trading day.
We hope you enjoyed this walkthrough of the Alerts feature on Edge Mobile.
For more information about our Edge Mobile app,
please check out the other videos on our Youtube channel.