Alerts worth waking up for

An alert is a promise that you do not have to watch. New alert creates four kinds: a price level, a P/L percentage on an open position, an earnings date and an ex-dividend date, checked every minute the market is open. Assignment alerts are set from a position (Alert me), the margin ceiling lives on Margin / Cash, and the daily assignment-risk check has its own switch on this page.

Creating one

1. 1Open Alerts and choose the kind.
2. 2Point it at a ticker — or at a specific open position for the P/L kind, where “up 50%” is usually the take-profit conversation.
3. 3Set the level. Earnings and ex-div alerts need no level; they fire when the date is inside the window you chose. Earnings dates are estimated from filing cadence (≈) — a stale estimate is not rewritten as today.

Where they land

Fired alerts land at the bell in the top bar with an unread badge; opening it shows the recent events and marks them seen. Each event names what fired and why. Dismiss an alert to retire it, or re-arm it to keep watching the same line.

Editing, dismissing and deleting

Each alert’s ⋮ menu edits its level in place, dismisses it, or re-arms it. Delete asks first, because deleting an alert also removes its trigger history. After you confirm, the alert leaves the list and an Undo button shows at the bottom of the screen for about eight seconds. Nothing is removed until that window closes, so Undo brings the alert and its history back exactly as they were. If the delete does not go through, the alert returns to the list with a message saying so. To stop an alert but keep its record, dismiss it instead.

• Your devices (Pro): enable notifications on a phone or desktop and a fired alert lands there as a push, even with the app closed — see Install the app & push alerts.
• The margin ceiling is its own alert on Margin / Cash — a borrowing level in dollars or utilization percent.
• The daily assignment-risk check has its own card on this page. It is off by default; switched on, it sends one batch per trading day from 10:00 ET listing your short options that met a condition, at the bell (and as a push on Pro), never by email — see Roll lab and assignment risk.
• The evening digest (Pro) recaps the price, P/L, earnings and ex-dividend alerts that fired during the day, so a missed bell still reaches you. Assignment alerts and the daily check stay in the bell (and push). See Daily digest.