How To Stay AlertShane Leonard, CFA

1. Where are my alerts

2. What type of alerts do I get

3. Do I need to take action?

What we’re going to cover

1. Where are my alerts

2. What type of alerts do I get

3. Do I need to take action?

What we’re going to cover

• Within any stock widget

• At the Alerts page

Where are my alerts

Within any stock widget

At the Alerts page

1. Where are my alerts

2. What type of alerts do I get

3. Do I need to take action?

How to stay alert

Automatic alerts

Types of alerts

Stars

Volume

Price

Recommendation

Target price

1. Where are my alerts

2. What type of alerts do I get

3. Do I need to take action?

How to stay alert

• No

• But revisit your logic for owning any “bad eggs”

• Look at the competitors

• Use the Find Ideas page

Do I need to take action?

How To Stay AlertShane Leonard, CFA