Alert Templates

The Alerts feature, found in the Account Details tool, is where you can tell the software to notify you if certain market conditions you specify are met.

To make it easier to set up alerts, especially if you tend to use the same rules or conditions when placing alerts, StreetSmart Edge®^® provides Alert Templates.

• The software comes with several standard templates for commonly used trading strategies, all of which can be customized.
• Or you can save your favorite alert settings as a template and save a few steps the next time you use that alert.
• Note that you cannot use Conditional Order templates when setting up Alerts, and vice versa.

For more information on using Alerts, visit the Quick Reference Guide.

Using an Alert Template

When creating an alert, select the built-in or saved template you wish to use from the Templates drop-down at the top of the Create Alert window and click Load. This will populate several alert fields and then you can fill in the rest and activate the alert.

Creating an Alert Template

To create an alert template, you can either create it from scratch or use one of the built-in templates as a starting point.

From scratch:

1. Click Create Alert in the Alerts tab.
2. Fill in the fields you want to have automatically populate when you load the template. Variable is the only required field
3. In your template, leave one or more fields blank that will likely change each time you use the alert, like Symbol or Limit Price. To leave a field blank, select <template> from the bottom of the drop-down. For the symbol field, just leave the field blank.
4. Click Save as Template and your template will save. You can either close the window or create another alert. Click Clear if you want to clear out the fields.
5. Next time you create an alert, your new template will display in the Templates drop-down.

From built-in template: 

1. Click Create Alert in the Alerts tab.
2. Choose the template you want to base your new template on from the Templates drop-down and click Load.
3. Make any changes you want to the template.
4. Change the Alert Name (you cannot save over the built-in templates).
5. Click Save as Template. You may save up to 20 alert templates; if you need to save more, see Saving a Template to File below.
6. Next time you create an alert, your new template will display in the Templates drop-down.

TIP: In both cases, be sure to give your template a name in the Alert Name field that gives an indication of the purpose of the alert. This will make it easier to find the correct template later on when you want to use it again. Otherwise, unnamed alerts are given a system-generated name using the current date and a sequential number.

Saving a Template to File

In addition to saving templates into the software, you can save them to a location other than the default template folder. This enables you to share the file with other StreetSmart Edge® users or save to an external resource, like a CD or USB drive or external hard drive.

 If you only save a template to a file instead of using the Save as Template button, it will not display the template in your Templates drop-down menu. To save as a file AND still see it in your software, do both actions. But remember that they are saved in two separate places, so changes to the template must also be saved to both places if you want to keep them in sync.

To save to as a file, once your template is complete, click the disk icon at the top of the Create Alert window. You will be able to select a location to save the file to on your computer, name the template file, and click Save.

Open Alert Template from File

If you have saved an alert template to file, you can open it by clicking Templates drop-down menu and choosing Open Template from File... Find the file on your computer, click it, and select Open.

Renaming a Template

1. Click the Templates drop-down and select Manage Templates.
2. Click the template you want to rename, and then click the pencil icon.
3. The name of the template will become an editable field. Change the name and press Enter to set it.

Deleting a Template

1. Click the Templates drop-down and select Manage Templates.
2. Click the template you want to delete, and then click the X next to it.
3. Confirm your wish to delete the template by clicking OK. If you don't want to be asked to confirm the deletion next time, check Do Not Show Again.