Set individual alerts

Monitor your portfolio with individual alerts

If you want to get additional notifications, you can also define individual alerts in addition to the standardised portfolio monitoring alerts. You can refer to the entire portfolio, an asset class or individual ETFs. A whole range of options is available to you.

Monitor your portfolio with individual alerts


Depending on the parameter, you can either define the aggregate value, the weight or the quote as a criterion. Sometimes you will have several options.

The aggregate value criterion relates to the value of a position in the portfolio currency, e.g. Euro. An alert is triggered if the value of a position decreases / increases by the number you specify.

The weight refers to the weighting of a position as a percentage of the total portfolio value.

The quote criterion is the current price at which an ETF is traded.



Under "Change", you can specify when you want to receive a warning: if the change takes place in percent or if a fixed value is exceeded.



Enter the desired value into the input area. If necessary, the system converts the value to a percentage.


Save / delete alerts

Click on "Save Changes" to activate the alert. You can create multiple alerts at once and save them with one click. You can delete warnings that you have created beforehand by clicking on the "Trash"-icon on the right-hand side of the screen.

If your rule is violated, you will be notified by e-mail on the following day at 9am (GMT) and will see a warning on the Portfolio Overview.
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