Setting up Alerts

MarketView^® allows you to set up alerts which get displayed when the alert conditions are met.

You can:

• Create an Alert

• Check Alert History

To create an alert

You can create an alert for instruments from different market segments along with a customized message using:

• Alerts option from tools

• Right-click option

1. Click Tools > Alerts > Set Alerts.
   The Alerts Portfolio window is displayed.

   

2. From Portfolio Search > Exchange, choose an exchange.

3. Specify the options in Portfolio Search:

3.  

   Fields	Description/Example
   Instrument Type	Type of instrument. For example, Spot, F&O.
   Instrument	Instrument name. For example, commodity futures, currency futures, Index Futures , Index Options , Stock Futures , Stock Options in case of F&O.
   Option Type	Call or put option.
   Index	The index the instrument belongs to. For example, BSE, NSE. You can search for all scrips within an index by choosing the index name from Index and then add them to your portfolio.
   Sector	Specify an economic category to search scrips within a particular sector. For example, Banks, IT, Metals, Construction.
   Symbol	Enter the symbol of the instrument you want to add to your portfolio. We use the exchange symbology. Enter at least two characters from the symbol to get the required instrument. For example, to add Reliance Industries type: Reliance for NSE RIL for BSE
   Group/Series	Specify the group to which the instrument belongs. Specify group / series if the instrument needs to be searched on those parameters. For example, in case of BSE stocks, you specify the group as A, B, S, etc.
   Contract Type	Specify whether the futures contract required is a NEAR/ NEXT / FAR month contract.
   Expiry Date	Specify the expiry date for the option.The futures contract will automatically rollover on expiry in case contract type is specified i.e. NEXT/NEXT/FAR month contract instead of a particular expiry date.

    

4. Click Search.
   The search results are displayed.

   

5. Select the desired result and click Add.
   The selected result is added in Portfolio Results.

   

    

6. Activate the desired alert by selecting .

7. Click 

   OR
   Right-click the instrument from any report, click Alerts
   The Create Alerts window is displayed.

   

8. Specify the alert options:

   Option	Description
   Entity	Select the criteria for triggering the alert. For example: Last traded price, high price, low price, total traded volume, etc.
   Operator	Specify the operators. For example: >, <, >=, <=, =
   Continuous	Specify whether the alert should be  continuous or not. If the alert is not continuous than it will trigger only the first time the alert condition is met. In case the alert is set as continuous than it will trigger each time the set condition or parameter is met or breached
   Value	Specify the value that triggers an alert when the condition is met.
   Predefined Message	Predefined messages Buy, Sell, Short and Short Exit are available in Create Alert window.The user has an option to either select one of the predefined messages or provide a customized message that would be displayed when the alert condition is matched
   Message	Type a customised message that is displayed when a specific alert triggers.The option to input a customized message is available when a pre-defined message is not selected

    

9. Select Continuous if you want to set a continuous alert.
   A continuous alert is triggered every time the condition is met; otherwise it is triggered only once.
   For example, if you specify the trigger as “Last traded price for Federal Bank is > 60” and select Continuous, the alert is triggered every time Federal Bank breaches the 60 level and then rises again above 60.

10. Click Add.
    The alert is displayed in the criteria table.

    

     

11. Click Close.
    The Create Alerts window closes.

12. Select the scrip from the Portfolio Results to activate the particular alert.

13. Click Save.
    The PortFolio window is displayed.

    

14. Click Yes to save the portfolio.
    Your alert portfolio is created.

    When the alert condition is matched, an alert pop-up is displayed on the bottom right of your screen as shown below.

    

To view alert details

1. Click Alerts > Show Alerts to view details of all current alerts.

   

Alert details

1. Column	Description
   Symbol	Displays the symbol for which the alert is set.
   Criteria	Displays the criteria set that triggers an alert.
   Message	Displays the customized message.
   Active	Specifies whether the alert is active or inactive.
   Continuous	Specifies whether the alert is continuous or not.
   Created On	Displays the date and time the alert was created or last modified
   Modify	Select the alert and click modify to make changes in the particular alert condition

    

To view alert history

You can view the alert history for all exchanges from the Alert History window.

1. Click Tools > Alerts > Alert History.
   The Alert History window is displayed.

   

2. In Exchange, choose the desired exchange.
   The details are displayed in the Alert History window and can be exported to excel on right click

To set alerts on

• Click Tools > Alerts > Set Alerts ON.
  The alerts are set to ON.

When the alert condition is matched, the alert pop-up is displayed on the bottom right of the screen.