Alerts are a great way for you to monitor your portfolio.
You will be notified when you've input the parameters
These alerts are delivered through email
Canopy’s “Alerts” feature allows users to set up portfolio and security price alerts. Users can create alerts from Visualizer and if the indicated thresholds are met, then email notifications will be sent to users. The frequency of emails delivery can be also specified for each alert.
Types of alerts
- Security Price
- Portfolio Net Worth
- Portfolio Performance
- Frequency of Alerts
How to set up alerts
More > Settings > Alerts
Frequency of Alerts
- Alerts can be set for Daily, Weekly and Monthly frequencies.
- Alert frequency refers to the frequency of calculation and email notification.