Alert Rule Builder

The rule builder is a form-based editor for creating alert conditions. Open it by clicking + New alert in the Alerts section, or by clicking Set alert on any instrument page.

Rule anatomy

Every alert rule has these fields:

• Name — a human-readable label (e.g. "AAPL earnings gap")
• Target — the instrument, watchlist, or portfolio the rule applies to
• Condition — the triggering logic (see below)
• Severity — LOW / MEDIUM / HIGH / CRITICAL
• One-time or recurring — fire once and auto-disable, or keep firing each time the condition is met
• Cooldown — minimum time between re-fires (e.g. 1 hour prevents duplicate alerts in volatile sessions)

Condition types

Price condition

[TICKER] price [ABOVE | BELOW | CROSSES ABOVE | CROSSES BELOW] [value]

Examples:

• AAPL price CROSSES ABOVE 200
• TSLA price BELOW 150

"CROSSES" variants fire once when the price transitions through the level. "ABOVE/BELOW" fires continuously while the price is in that zone (subject to cooldown).

Percent move condition

[TICKER] moves [MORE THAN | LESS THAN] [N]% [TODAY | IN 1H | IN 1D]

Examples:

• NVDA moves MORE THAN 5% TODAY
• SPY moves MORE THAN 2% IN 1H

Technical condition

[TICKER] [INDICATOR] [ABOVE | BELOW | CROSSES ABOVE | CROSSES BELOW] [value]

Supported indicators:

• RSI(14) — 14-day RSI
• SMA(20), SMA(50), SMA(200) — simple moving averages
• EMA(12), EMA(26) — exponential moving averages

Example:

• QQQ RSI(14) CROSSES BELOW 30
• AAPL PRICE CROSSES ABOVE SMA(200)

News condition

[TARGET] has news containing [keyword] WITH sentiment [ANY | POSITIVE | NEGATIVE]

Target can be a specific ticker, "any watchlist instrument", or "any S&P 500 company".

Example:

• AAPL has news containing "acquisition" WITH sentiment ANY
• Any watchlist instrument has news containing "earnings" WITH sentiment NEGATIVE

Saving and testing a rule

After configuring the rule:

1. Click Test to run the condition against recent data and see how many times it would have fired in the last 7 days
2. Review the backtest result to tune your thresholds
3. Click Save to activate the rule

Rules activate immediately after saving. You can edit or disable any rule from the Alerts table.