DOCUMENTATION TERMINAL|FEB 27, 2026
Alerts Documentation
Everything about active rules, coverage metrics, inbox workflow, and portfolio shortcuts.
Active Rules
Live price context for each target: current quote, distance to trigger, and visual zone feedback.
- Live price refresh
- Percent vs target
- Triggered / warning / safe zone
How trigger distance is computed
- Distance is measured against each rule threshold.
- A negative distance means the trigger is already crossed.
- Card color shifts from safe to warning to triggered.
distancePct = ((livePrice - threshold) / threshold) * 100
Suggested workflow
- Keep cooldown at 60m for noisy assets.
- Review warning/triggered cards first.
- Pause rules only when you intentionally stop monitoring.
Coverage Metrics
How much of your portfolio is protected and the estimated downside buffer tracked by active rules.
- Coverage protected/total
- Coverage percentage
- Risk buffer estimate
Coverage formula
- Coverage = symbols with active protection / total held symbols.
- A symbol counts once, even with multiple rules.
- Use it as a portfolio-level protection signal.
coveragePct = (coveredSymbols / totalSymbols) * 100
Best practices
- Prioritize top-weight assets first.
- Raise coverage before adding advanced rule types.
- Track risk buffer trend after each rebalance.
Portfolio Shortcuts
Create alerts directly from portfolio rows and with one-click bulk protection from the table header.
- Quick protect from context menu
- Advanced alert setup redirect
- Protect all action
Recommended setup
- Run Protect all after import or rebalance.
- Use right-click Quick protect for urgent symbols.
- Open advanced setup for custom thresholds and direction.
Safety checks
- Rule limit is enforced to keep the feed actionable.
- Duplicate protections are skipped automatically.
- Use Delete all active only when resetting your strategy.
Inbox Workflow
Read, bulk-read, and cleanup actions with grouped notifications for fast triage.
- Read one or all
- Clean read notifications
- Type and symbol grouping
Inbox triage flow
- Start with unread and triggered notifications.
- Mark as read once the action is done.
- Clean read keeps inbox focused on pending actions.
Suggested workflow
- Review by Type for macro events first.
- Review by Symbol for position-by-position actions.
- Keep push on for critical rules only.