Getting Started With Zignals Alerts Application

8/3/2019 Getting Started With Zignals Alerts Application

1/11

Getting Started with Alerts 2011

Zignals.com November 2011 1


2/11



What's in an Alert?

Create a Price Alert

Create a Stock List

Create an Alert on a Stock List

What is a Volume Alert?

What is a Fundamental Alert?

How does filtering work?

How do I Edit an Alert?

Can I view the history of an Alert?

What is an Historical Test?

What can Notes be used for? Which Alerts trigger intraday and which are end-of-day?

Set up Alert Delivery


3/11



What's in an Alert?

Create a Price Alert To create your first Alerts select [New] from the Alerts menu.

There is a choice between creating an Alert on an individual stock or a stocklist. The default choice isto create an alert on a single stock, but to set an alert for a list of stocks, check the "Select Stocklist"radio button.

Next select the Alert Condition. The Alert condition may offer parameters which need to be defined.


4/11



Up to two Alert parameters can be defined.

An Alert can be tagged which allows you to manage large number of Alerts; when entering an Alertit's necessary to hit Return to ensure the Tag is defined (an accepted Tag will appear with a bluebackground)

The final step is to Save the Alert.

Your Alert will appear in the Alerts interface.

Create a Stock List To create a Stock List select [Manage Stocklists]

Create a [New] Stock List from the button options


5/11



Once your Stock List has a name you can then populate it with stocks. While Stock Lists can be filledwith stocks from different exchanges and Forex, it's better to create single format Stock Lists whichcan be used across different applications.

When your list is complete, [Save] and it will be selectable from the Stock List drop-down menu.

To remove a stock from a Stock List, click the [-] icon next to the stock you wish to remove.

To Delete a list, select it first, then hit [Delete].

Create an Alert on a Stock List When creating a New Alert, check the box for Select Stocklist


6/11



Select your Alert type and Save as for a single stock or Forex alert

Note: Certain Alerts are not supported for Stock Lists; for example, a price crosses above or below

[x]. Only generic, non-stock-specific alerts can be applied to Stock Lists.

What is a Volume Alert?A volume alert triggers when the daily volume approaches a percentage of a moving average of volume; for example, an alert to trigger when a stock trades 3x the 60-day moving average of volume is defined as [x] = 300 and [y] = 60:

An alert which triggers when Daily Volume is equal to a Moving Average of Volume would use 100%

What is a Fundamental Alert?A Fundamental Alert covers two key types:


7/11



1. Informational2. Conditional

An Informational Alert offers no Parameters and triggers when the underlying value is updated; for

example, % Change EPS Quarter to Last Year Quarter

Whereas a Conditional Fundamental Alert will trigger when the event is true (note: the underlyingvalue updates AND is true before the Alert is delivered)

How does filtering work?Tags allow you to manage large number of Alerts. When you tagan alert it joins the list of Filters available from the dropdownmenu.

Select one of the Filter choices to view Alerts tagged with thatfilter.

To add a [Tag] to an Alert, first ensure the Alert is selected in theinterface. Alerts with a Tag will show a small blue tag icon next tothe asset's name.

A tag name is accepted by using the Return key. This will highlight it in Blue before saving.

How do I Edit an Alert?To edit an Alert it must first be selected. A selected alert will have a yellow background.


8/11



When an Alert is selected the menu options to [Edit], [Delete], run an [Historical Test], [Edit Note]and [Tag] will be available.

Clicking [Edit] will reopen the Alert dialog, allowing you to change the conditions of the Alert.

Can I view the history of an Alert?Each Alert displays the date of the most recent trigger for the Alert. Alerts which have triggeredsince the last login will display an Acknowledge button and the date of the trigger in bold.

It's possible to view all of the prior occurrences of an Alert by clicking the magnifying icon in theAlert box. This will display the date and time for each prior alert event trigger.

In the case of an alert built on a Stock List, the Alert History will show all the triggers for each symbolin the Stock List.


9/11



What is an Historical Test?When building an Alert it's possible to examine how that particular Alert performed in the past byrunning an Historical Test.

An Historical Test looks at the prior 6-months of data (although the look back period can beextended to 10 years) and highlights every past alert trigger and returns the performance of thestock 1-, 2- and 3-months from the time it happened.

The Historical Test displays the Return at the close of trade for the selected time period. The MaxGain and Max Loss show the best and worst performance for the Alert over the 1-, 2- or 3-Monthperiod.

Note: Historical Tests only work for Price and Volume Alerts. There is no historical record of

Fundamental Data available to back test against.

What can Notes be used for?Notes allow you to add a comment to an alert which is sent as part of the email trigger (but the Noteis not part of an SMS trigger). Again, an Alert must be selected before a Note can be added to it.


10/11



Alerts with Notes attached will show an yellow tag icon next to the asset name.

Which Alerts trigger intraday and which are end-of-day?Alerts can be triggered either intraday, end-of-day or both. The following table gives the expectedfrequency for delivery

Alert Type Intraday End-of-dayVolume alerts (Yes) Yes

Fundamental Alerts No Yes

Moving average x Moving Average No Yes

Price makes new high / low Yes YesPrice crosses Moving Average Yes Yes

Price Gap Yes (morning) No

1-day Price gain/loss Yes Yes

Price within range of a Moving Average Yes Yes

Price crosses [x] Yes Yes (based on close)

Set up Alert DeliveryAlert delivery is configured from the Settings menu. Default delivery is to email, but there is anoption to add SMS delivery too. There is an unofficial limit of 200 SMS texts a month to limit abuse.

The email used for delivery can be different to the email used to register with, but Alert delivery isrestricted to a single email address.

SMS delivery is handled by a third party. Ensure the correct country flag is selected when enteringyour number.

SMS delivery is dependent on correct configuration of Timezone and SMS Availability. Green blocksreflect times (set by selected Timezone) when SMS Alerts can be received; red blocks are times


11/11



when Alerts are not sent - but are instead sent at the next available green block. When setting SMSAvailability it's important to set the delivery to match the hours the market trades in local time.

Delivery settings can also be configured from Account Management settings; click on the link of youruser id.

Documents

Getting Started With Zignals Alerts Application