Set individual alerts

If necessary, you can define individual alerts. The alerts can refer to the entire portfolio, a single asset class or a single ETF/ETC.

Depending on the parameter, you can use either the total value, weight or the price as criterion.

By using the selectbox „Change“ you can specify which event you want to monitor. The alert is triggered if a parameter changes by a specific percentage or by fixed value that is exceeded or undershot.

If the defined rules are broken, you will be informed via e-mail on trading days at 10am in the morning and you will see the alert message „Alert: Investment limit violated“ on the portfolio overview page.

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