Documentation
Alerts
Use alerts to monitor thresholds, track portfolio protection coverage, and process notifications through a focused inbox workflow.
Active rules
Each active rule shows the target threshold, live distance to trigger, and the current rule state.
- Use the distance to trigger to understand how close a symbol is to the configured rule.
- A negative distance means the threshold is already crossed.
- Triggered, warning, and safe states help you triage faster without opening each rule.
distancePct = ((livePrice - threshold) / threshold) * 100Coverage metrics
Coverage metrics show how much of the portfolio is protected by active rules and help you identify blind spots.
- Coverage counts protected symbols against the total number of held symbols.
- A symbol counts once even if several rules exist for the same asset.
- Use coverage trends after rebalances to see whether protection kept up with portfolio changes.
coveragePct = (coveredSymbols / totalSymbols) * 100Portfolio shortcuts
The portfolio table offers direct entry points into the alerts workflow, so you do not need to rebuild context manually.
- Use quick protect actions for a single symbol when you need a rule immediately.
- Use bulk protection after imports or portfolio rebalances.
- Switch to advanced setup when you need a custom threshold or direction.
Tip
Protect the largest positions first if you are building alert coverage incrementally.
Inbox workflow
The inbox is designed for recurring triage: review unread items, act, then clear noise without losing auditability.
- Start with unread and triggered notifications first.
- Mark notifications as read after taking the relevant portfolio action.
- Use cleanup actions to keep the inbox focused on unresolved items.
Recommended workflow
Review by urgency first, then by symbol if you need to process a cluster of related notifications for the same position.