Alerts

The layout of the Alerts tab may look similar to that of the All Products; however, the purpose of this tab is to alert you about a certain market condition fulfilled. You can set your alerts on bid and ask prices of symbol, complex option strategies, chart study values, or thinkScript defined conditions.

Alert setup

Before you create actual alert rules, set up the alerting system:

  1. Click the Setup button in the top-right corner of the platform and select Application Settings. This will bring up the Application Settings window.
  2. Navigate to the Notifications tab.
  3. Enter an email address to receive alerts. Click Get confirmation code to confirm your email and follow the instructions.
  4. If you prefer to get an SMS message, click Add number. Confirm the number by following the instructions.
  5. In the main area of the window, choose the types of alerts and how you want to receive them.
  6. Click Apply settings.

Alerts on price and other conditions

After you set up the alerting system, you can proceed to create the actual rules for alerts. Here is how you can create alerts on price, volatility, and Greeks on the Alerts tab:

  1. Type in a symbol you would like to be alerted on. This will populate the Alerts page similar to All products.
  2. Click on the value in the field you wish to be alerted on. For example, to create an alert on the bid reaching a certain level, click in the Bid column. This will bring up the Create Alert on Price window.
  3. Fill out the form in the dialog.
  4. Click Create to set the alert.

Note: In the same window, you can create alerts on portfolio metrics, calendar events, news, and rating change. To set rules for any of these kinds of alerts, click on the Notify me on drop-down and select the desirable alert type.

Alerts on studies

You can set alerts on study values and thinkScript-based conditions. To learn more, refer to Study alerts.

Quotes Study Alerts You may also like The Quotes interface represents the watch list functionality in its full size. Briefly, a watch . The MarketWatch tab provides you with market data of many kinds as well as techniques that will .

The information here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation.
Market volatility, volume and system availability may delay account access and trade executions.

Investing involves risk including loss of principal. Past performance of a security or strategy is no guarantee of future results or investing success.

Trading stocks, options, futures and forex involves speculation, and the risk of loss can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading. Trading foreign exchange on margin carries a high level of risk, as well as its own unique risk factors.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

Multiple leg options strategies will involve multiple commissions.

Forex trading involves leverage, carries a high level of risk and is not suitable for all investors. Please read the NFA booklet Trading Forex: What Investors Need to Know prior to trading forex products.

Commodity interests and cash in futures accounts are not protected by SIPC. Futures trading involves a high level of risk and is not suitable for all investors. Certain requirements must be met to trade futures. Please read Risk Disclosure Statement for Futures and Options before considering any futures transactions.

Access to real-time market data is conditioned on acceptance of the exchange agreements. Professional access differs and subscription fees may apply.

Futures, futures options, and forex trading services provided by Charles Schwab Futures & Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify.

Charles Schwab Futures and Forex LLC, a CFTC-registered Futures Commission Merchant and NFA Forex Dealer Member. Charles Schwab Futures and Forex LLC is a subsidiary of The Charles Schwab Corporation.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.

© 2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.