The Technical Alert Workbench allows StockCharts members to create, modify and schedule custom technical alerts that meet whatever technical criteria they want. Once a custom alert is scheduled in our system, it will be periodically run against all of the ticker symbols in our database and, if a user-determined number of symbols match the alert's criteria, the user will receive a notification via either email, SMS text message or an alert box on the SharpCharts Workbench page.
Two different types of technical alerts can be created using the Technical Alert Workbench:
To access the Technical Alert Workbench, click on “Your Dashboard” at the top of any page and log in to your account. From Your Dashboard, you can click the “Technical Alert Workbench” link in the Member Tools section of the page, or click the “New Alert” button in the Your Alerts section.
Once on the workbench, the “Alert Type” buttons at the top left will allow you to choose which type of alert you want to create. To create a Price Alert, select “Price” as the alert type; for an Advanced Alert, choose “Advanced” instead.
The use of each of these sections is described below.
Note: This screenshot shows the Advanced Alert Builder, which is used for creating complex alerts. The much simpler Price Alert Builder will be covered below.
For Advanced Alerts, writing alert criteria is just like writing scan criteria. You can type in your criteria in the Alert Criteria Box by hand or, alternatively, insert commonly-used criteria from the Alert Components area.
Just like building scans, it's always a good idea to check the syntax one last time before scheduling your alert in order to make sure that there are no errors in your alert criteria. To do this, just click the “Check Syntax” button below the Alert Criteria Box. If there is a syntax error, text will appear below the box that identifies the problem.
If you see the message below, it means you are ready to schedule your alert.
Your alert syntax is correct. Click "Save/Save As" to save your alert.
One of the key differences between scans and alerts is that alerts, unlike scans, are run automatically at a scheduled time and notify you based on the number of securities that meet your criteria at that time.
The notification controls in the Alert Criteria Panel allow you to specify when the alert is run, what number of results will trigger the alert, how you should be contacted when the alert triggers and what to do with the alert once it has been triggered. The following sections will cover each of these topics.
You can choose from four different schedules for your alert:
A final run occurs at approximately 7-8 PM Eastern time. See our Alert Processing documentation for more details.
Alerts are triggered based on the number of securities that meet your alert criteria. Very often, you are looking for a single event, such as the price of a particular stock going above or below some value. In this case, you want to be alerted if the result set is greater than 0, which is the default.
For other scans, you may wish to know if some level has been passed. For example, you could build your own Bullish Percent Index by adding a known number of symbols to a ChartList and scanning to see how many symbols have collectively crossed above or below a specific threshold.
The Notification Controls allow you to specify the number of results, as well as the comparison method, to tailor the alert.
When your alert is triggered, you can choose to be notified either by email, SMS text message or a notification banner in the SharpCharts Workbench.
For email, we will use the email address we have on file for your account. You can change your email address by going to the Your Account page.
You may need to ensure StockCharts.com is listed as a trusted site in your email program to ensure that messages are not caught in junk filters. See your internet service provider's or email program's documentation for setting up junk filters.
Note: If you select the email option, the notification email will show only the first 100 symbols that match your alert criteria.
SMS text messages will use the phone number we have on file for your account. When you set up an SMS alert, an “Update SMS Number” link will appear at the top of the Alert Workbench. Click this link to change your phone number.
If you live in the US or Canada you can specify your area code and phone number. If you live outside the US or Canada you must also prepend the number with a “+” sign, the country code and any regional codes:
If the alert is set to “Workbench”, the notification will appear at the top of the SharpCharts Workbench page in a yellow banner. The alert will display for either one day or until the alert is hidden via the “Hide” button on the banner.
After an alert has been triggered, you have the following options for future scheduled runs of the alert:
Once you've built your alert and chosen your notification settings, click the green “Save Alert” button and choose a name for your alert.
Learn More: Alert Center
The process for creating Price Alerts is much simpler than that for Advanced Alerts. To access the Price Alert Builder, click the “Price Alert” button at the top left of the Technical Alert Workbench.
Next, choose your contact method(s): email, SMS text message, or a notification banner on the SharpCharts Workbench. (Note that the contact method is the only notification setting that needs to be set on a price alert.) These contact methods work exactly the same as they do for Advanced Alerts.
Then, choose the symbol that you want to watch for price crossovers. A mini-chart will be shown for that symbol and the crossover price field will automatically be filled with the current price.
By default, the alert will look for the price to cross above that level, but, if you would like to be notified when it crosses below a certain level, simply click the “Below” button.
The crossover price can be adjusted manually, but you can also use the “%” dropdown menu to specify a certain percentage change (e.g. 2% Up). The price that corresponds with that percentage change is calculated for you and entered in the crossover price field.
Once you've filled in all the fields, click the green “Save Alert” button to save your new Price Alert.
If you decide you want to add more criteria to your simple Price Alert, you can click the “Convert to Advanced” button at the bottom right. Your price alert will be converted to the advanced alert syntax and displayed in the Advanced Alert Builder. At this point, you can add more criteria and save the alert as an Advanced Alert.
Note: This process only works in one direction, from Price Alert to Advanced Alert. It is not possible to automatically convert an Advanced Alert into a Price Alert.
Whether you are creating an Advanced Alert or a simple Price Alert, you must save the alert before it can be run. This can be done by clicking the green “Save Alert” button.
Basic users can save just 1 Advanced Alert and 2 Price Alerts, while Extra members can have up to 100 Advanced and 200 Price Alerts, and Pro members can have up to 250 Advanced and 500 Price Alerts on their account. The number of alerts you have available will be displayed at the top of the Alert Workbench.
The Alert Management area of the Alert Workbench allows you to add, modify, delete and view your saved alerts.
When you first create a new alert, you can save it by clicking the “Save” icon (“Save As” for Advanced Alerts) in the Alert Management area or the green “Save Alert” button below. For Advanced Alerts, you will be prompted to enter a name for your alert and, once you have done so, click “OK”. Alert names are automatically-generated for Price Alerts.
To load a saved alert in the Alert Workbench later, click the “View Your Existing Alerts” dropdown menu in the Alert Management area and find your alert on the list. You can tell which saved alert is loaded in the Alert Builder because the name of the currently-loaded alert will be displayed in this dropdown menu.
Note: Make sure to save any changes to your current alert before switching to another one or creating a new one.
If you make changes to your saved alert, you can save the changes by clicking the “Save” icon in the Alert Management area or the green “Save Alert” button below. For Advanced Alerts, if you want to save a copy of your alert instead, you can choose the “Save As” icon and specify a different name for the new copy of the alert.
In the event that you no longer need an alert, you can delete it by loading it in the Alert Builder and then clicking the “Delete” icon in the Alert Management area.
To view all your saved alerts and their statuses on a single page, click the “View All” icon in the Alert Management area. This will load the Alert Center page. Please see our Alert Center article in the Support Center to learn more.