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Create your first alert

Get notified when a position's weight, a sector's concentration, or your health score crosses a threshold you care about.

  1. 1

    Open Alerts

    From the dashboard, open the Alerts panel and choose 'Create alert'.

  2. 2

    Pick a rule

    Alert on position weight, sector weight, or health score, then set the threshold that matters to you.

  3. 3

    Choose how you're notified

    Alerts arrive in-app and by email when they trigger. Manage or mute them anytime from the Alerts panel.

Go to your dashboard →