Is it possible to create an "Exception Report / Triggered Email" if any of my stocks in a particular portfolio has a StockRank less than a certain number, say 80. I may then consider it to be a future sell order. Thanks for considering my question.
In the menus at the top right ...
Choose Folios ... Set Stock Alert
Loads of options to choose from including StockRank
Currently you can't set it up on the portfolio as a whole - but you can set them on the individual stocks.
Have a look at this: See Recording here
Thanks Ed. This would be good as a future enhancement. That is having the option of setting more "generic" type alerts. For example, if ANY stock in a particular portfolio turns a certain value, and customize the alert report to include the name of the stock, which alert was activated.
Or, even more complex alerts such as when 2 specific stocks do this, and another stock does that, etc... The possibilities are endless and I would say only expand the alerts to a few Complex ones that make sense. maybe call them "Conditional Alerts". (Conditions A, B and C are TRUE and condition D and E are FALSE for example.)
