Differences

This shows you the differences between two versions of the page.

--- alerts:alert_workbench [2019/07/16 20:45]
betseyp
+++ alerts:alert_workbench [2024/03/21 03:01] (current)
@@ Line 3: / Line 3: @@
 ===== Overview =====
-The Technical Alert Workbench allows Extra and Pro 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.
+The Technical Alert Workbench allows StockCharts members to create, modify, and schedule custom technical alerts that meet whatever technical criteria are desired. Once a custom alert is scheduled in our system, it will periodically run against all 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:
-  * The **Price Alert Builder** will assist you in quickly creating alerts for basic price crossovers. If you just want to be notified when a single symbol crosses above or below a certain price, then this is the alert type for you.
+  * The **Price Alert Builder** will assist you in quickly creating alerts for basic price crossovers. If you want to be notified when a single symbol crosses above or below a specific price, then this is the alert type for you.
-  * Our **Advanced Alert Builder** allows you to create more complex custom alerts. This builder is very similar to the Advanced Scan Workbench, allowing you to easily select and insert multiple technical criteria for your alert.
+  * Our **Advanced Alert Builder** allows you to create more complex custom alerts. This builder is similar to the Advanced Scan Workbench, allowing you to select and insert multiple technical criteria for your alert easily.
 ===== Accessing the Alert Workbench =====
@@ Line 66: / Line 66: @@
 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 [[cs>market_indicators:bullish_percent_index|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.
+For other scans, you may wish to know if some level has been passed. For example, you could build your own [[https://school.stockcharts.com/doku.php?id=market_indicators:bullish_percent_index|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.
@@ Line 72: / Line 72: @@
 ==== Contact Methods ====
-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.
+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.
 === Email ===
-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 [[https://www.stockcharts.com/h-mem/youraccount.php|Your Account]] page.
+For email, we will use the email address we have on file for your account. You can change your email address by visiting the [[https://www.stockcharts.com/h-mem/youraccount.php|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.
+Make sure StockCharts.com is listed as a trusted site in your email program so that messages aren't caught in junk filters. You may want to check your internet service provider's or email program's documentation to set 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 ===
-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.
+SMS text messages will use the phone number 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.
 {{:alerts:updatesmsnumber.png}}
-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 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:
   * +353 1 XXX-XXXX - Dublin, Ireland
@@ Line 93: / Line 93: @@
 === Workbench ===
-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.
+If the alert is set to "Workbench," the notification will appear at the top of the SharpCharts Workbench page as a banner. The alert will display for one day or until the alert is hidden via the "Hide" button on the banner. Note that on the Workbench, only two banners appear at a time. If you have more than two alerts, close one (click on the X), and another alert will display.
 ==== Alert State ====
@@ Line 104: / Line 104: @@
 **Learn More:** [[:alerts:alert_summary|Alert Center]]
+===== Working with Advanced Alert Results =====
+When your advanced alert is triggered, the notification you receive (whether via email, SMS, or workbench banner) will include a link to a webpage showing the symbols that were returned by your advanced alert (up to a maximum of 2000 symbols). The link will remain valid for 1 week.
+{{:alerts:alertresults.png}}
+The alert results page is similar to the scan results page, and you can take many of the same actions from there. Symbols are listed in a table along with basic information including price, volume, and SCTR score. The table can be sorted and searched. Use the links at the left side of the table to launch different charts for each symbol.
+Buttons at the top of the table allow Extra and Pro members to save the alert results in a new SharpCharts or ACP ChartList, replace or merge with an existing SharpCharts or ACP ChartList, or download to CSV. Click the Blue "Edit Alert Criteria" button to open the alert in the Technical Alert Workbench and modify the alert.
+**Reminder:** Just like with scans, 2000 is the maximum number of symbols that can be shown in the results. If 2000 or more results are returned by your alert, only the first 2000 results will be shown on this page. A notification will be displayed at the top of the page indicating that your alert results may have been truncated.
+**Learn More:** [[:scans:working_with_scan_results|Working with Scan Results]]
 ===== Building a Price Alert =====
-The process for creating Price Alerts is much simpler than that for Advanced Alerts. To access the Price Alert Builder, click the "Price" button at the top left of the Technical Alert Workbench.
+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.
 {{:alerts:pricealertbuilder.png}}
-Next, choose your contact method: email, SMS 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 [[:alerts:alert_workbench#contact_methods|contact methods]] work exactly the same as they do for Advanced Alerts.
+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 [[:alerts:alert_workbench#contact_methods|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.
@@ Line 119: / Line 137: @@
 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.
+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.
-==== Converting to Advanced Alerts ====
-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.
 ===== Managing Alerts =====
@@ Line 133: / Line 146: @@
 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.
-Extra users can save up to 10 alerts, while Pro users can save up to 100. The number of alerts you have available will be displayed at the top of the Alert Workbench.
+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.
 {{:alerts:alertmanagement.png}}
@@ Line 164: / Line 177: @@
 **Next Up »**  [[:alerts:alert_summary|Alert Center]]