General Questions
Account registration is required to begin using the main features of the site. You can sign up here. Fill out the new user form to get started.
After a successful registration, you'll see the following message.
From there, either click the link "Go To Alerts" provided in the success message or navigate yourself to "Alerts" at the top of the navigation bar.
Yes, there are subscriptions available that will unlock more features such as unlimited alerts, an ad-free experience and more! Visit the pricing page to learn more.
Using The Tools
When logged in, hit the "Alerts" navigation bar menu.
When the page loads, select "New".
When the box appears, begin filling out the fields to setup your custom stock alert.
As an example we'll use an ETF that tracks the S&P 500, SPY.
In the company box, enter "SPY" (without quotes). The search is flexible, it will search by ticker or company name.
After selecting your company, pick your alert type. Depending on the alert type selected, the "Target Value" will either be a select box or a typeable field. "Price Above Limit" is the example here, which allows you to enter a value that you wish to be alerted on.
250 was set as the price target. When a value for the company, alert type and target value is entered, the current value from the database will be populated. Note - there are no guarantees the "Current Value" will be 100% correct. Please verify any information if it does not look right or let me know.
By default the alert will be enabled but if you wish you can disable it as you create it.
Click "Create", if the combination of ticker and alert type is unique, the alert will be created and a new row will be added to your table.
That's it! Your alert is now set, if your alert triggers you will be notified by your preferred method.
For your convenience, the create box will remain open so you can rapidly enter more alerts for the same ticker.
When logged in, hit the "Alerts" navigation bar menu.
When the page loads, select one of your alerts and click "Edit".
When the box appears, you can change either the target value or the active flag. Click the "Edit" button to save changes.
The dialog will close the record will be updated.
Back on the alert page, click on the alert you wish to delete and then the delete button on the button bar.
In the dialog, confirm your selection by selecting "Delete".
For your convenience, you delete multiple rows at once. Select a row then Shift+Click to a row lower than the one selected. Hit the "Delete" button and the dialog will change to confirm if you want to delete multiple rows.
Back on the alert page, navigate to the alert you wish to enable or disable.
Just click the checkbox under the column "Active" to either enable or disable your alert, that's it! By default after your alert is triggered you will need to re-enable it.
There are several types of alerts with more planned on being added. Right now you can set an alert on the following.
Payments
Payments are handled by Stripe. When you initiate a subscription or update your payment information, you will be presented with a Stripe form.
Any information entered is securely transferred directly to their server for processing. It does not hit any server owned by Custom Stock Alerts. In layman's terms - Custom Stock Alerts has no access to your credit card information.
The only information available is the data shown to you on your "My Account" page as "Payment Method" (card type and last 4 digits).
You may start a subscription by visiting the Pricing page found here. From there you are able to select the plan that works best for you. There is a 18% discount for choosing the yearly plan over the monthly.
Upon successful registration, you will see the following message (if you picked yearly, the text for the monthly plan will adjust accordingly).
Start by navigating to your "My Account" page. You can do so by clicking your name in the top right corner and selecting "My Account".
From there, scroll down to the "Account Information" section. This outlines some of your account information, your account type, current payment method (if any) and next time you will be billed. Click on "Change Subscription"
The following screen will outline the impact changing plans will have. The following example shows changing from the Yearly to the Monthly plan. You can flip back and forth between the plans and the amount you owe or are due back in a refund will be prorated. Just be aware each change may cause an immediate credit card charge through Stripe.
Upon completion you will see a message like this. That's it!
Cancelling your subscription is as easy as it is to upgrade or downgrade your subscription. Start by navigating to your "My Account" page. You can do so by clicking your name in the top right corner and selecting "My Account".
From there, scroll down to the "Account Information" section. This outlines some of your account information, your account type, current payment method (if any) and next time you will be billed. Click on "Change Subscription"
On the cancellation screen, you can review your current status and what (if any) refund you will receive. Any refund will be prorated, so if you have the yearly plan and it's been 6 months, you should expect (approximately) $50 back. If you agree, confirm your password and click the "Cancel Subscription".
In a few moments you should receive confirmation that your cancellation request was successfully processed.
