Custom Alerts
Configurable price and event-based alerts for stocks, options, crypto, and other instruments.
Overview
The Custom Alerts feature allows users to set up personalized notifications for price movements, technical indicators, and market events across their portfolio and watchlists.
Features
Alert Types
Price Alerts
- Price Above/Below: Trigger when an instrument’s price crosses a specified threshold
- Percentage Change: Alert on significant price movements (e.g., +5% or -10%)
- Volume Alerts: Notify on unusual trading volume
Technical Indicator Alerts
- Moving Average Crossovers: Alert when price crosses above/below MA lines
- RSI Overbought/Oversold: Notify when RSI enters extreme zones
- Bollinger Band Breaks: Alert on price breaking upper/lower bands
Portfolio Alerts
- Position Size Changes: Alert on significant changes in position values
- P&L Thresholds: Notify when unrealized P&L reaches specified levels
- Options Expiration & Pin Risk Alerts: Action Center alerts for active option contracts approaching expiration (0 DTE, 1 DTE, 2–3 DTE), tracking moneyness (ITM automatic exercise risk vs. OTM worthless expiration), short-leg assignment exposure, 0DTE/1DTE Pin Risk ($\pm 1.0\%$ strike proximity) with notional margin shock deficit calculations against account buying power, and Ex-Dividend early assignment hazards (remaining extrinsic value $\le 1.25\times$ upcoming dividend) with 1-tap navigation to Positions and the Options Roll Assistant.
- Earnings Calendar Alerts: Action Center alerts for portfolio holdings approaching quarterly earnings announcements (0 DTE Reports Today, 1 DTE Reports Tomorrow, 2–7 DTE Countdown), detailing announcement timing (Before Market Open vs. After Market Close), consensus EPS estimates, and consolidated multi-asset exposure (held shares and option contracts) with 1-tap navigation to the Earnings IV Crush and Straddle Pricing Analyzer.
- Dividend Payment Reminders: Action Center alerts for upcoming ex-dividend dates (0 DTE Ex-Div Today, 1 DTE Ex-Div Tomorrow, 2–7 DTE Countdown) to ensure payout eligibility, and scheduled/completed dividend payment notifications (0 DTE Payable Today, 1–7 DTE Upcoming Payout, Paid with DRIP status) with 1-tap navigation to the Performance and Income portfolio dashboard.
- News Alerts: Action Center alerts for active portfolio holdings affected by high-impact news catalysts (e.g. FDA decisions, regulatory investigations, enterprise partnerships), rapid 24h sentiment shifts (>= 15 pts surge or drop), and extreme sentiment regimes (very bearish or very bullish), detailing held multi-asset exposure (shares and option contracts) with 1-tap navigation to the Insights section and AI news intelligence breakdown.
- Unusual Activity Alerts: Action Center alerts for active portfolio holdings and option contracts detecting volume surges and abnormal price movements: heavy-volume selloffs (confluence of >= 2.0x volume multiple and sharp decline <= -4%), high-volume breakouts (confluence of >= 2.0x volume multiple and sharp gain >= +4%), extreme unusual volume (>= 2.5x 30-day average volume indicating pending catalyst or institutional repositioning), sharp standalone intraday price swings (>= +6% rally or <= -6% drop), and abnormal option contract volume (daily contract volume >= 2.0x or 3.0x open interest with minimum 500 contract threshold), with 1-tap navigation to Positions.
- Congressional Trading Alerts: Smart-alert rules can match disclosed congressional purchases, sales, or any qualifying transaction against a configured dollar threshold. Action Center alerts also identify portfolio overlap and link to the Congress Trading research view; see Congress & Political Trading Tracker for data and filing-delay details.
- SEC EDGAR Filing Alerts: Action Center and Smart Alert rules (
AlertType.sec_filing) monitor Form 8-K material events (classified as critical, warning, or info by item code), Form 4 insider buying and selling clusters (sec_form4_insider_buy, sec_form4_insider_sell), 13F-HR institutional holdings (sec_13f_institutional), and Form 10-K/10-Q periodic financial statements (sec_10k_10q_filing) for held stock and option positions; see SEC EDGAR Disclosures.
Options Flow Alerts
- Flow Criteria: Trigger on sweeps, blocks, or smart flags (Whale, Golden Sweep, Steamroller).
- Premium & Expiration Filters: Set minimum premium thresholds and target short-dated contracts (0DTE, 1DTE).
- Notification Center: Triggered flow alerts are stored in the option flow notifications feed for quick review.
Alert Configuration & Customization
Users can configure alerts with:
- Instrument Selection: Choose from portfolio holdings, watchlist items, or any symbol
- Condition Settings: Define trigger conditions (price levels, percentages, RSI, SMA, ATR dynamic bands, GEX Call/Put Walls, Congressional trades, SEC filings)
- Cooldown & Frequency Controls: Per-alert cooldown windows (
15 minutes, 1 hour, 4 hours, 24 hours) to prevent notification spam
- Multi-Channel Delivery: Route notifications across Push, In-App, Email, SMS, and Webhook (Slack/Discord/Custom HTTP) with optional Critical-Only External Routing (restricting Email/SMS/Webhook to
critical priority or $\ge 80\%$ confidence signals)
- Priority Notification Channels & Custom Sounds:
- Select priority tiers (
Critical, High, Standard, Low) mapped to 5 dedicated Android notification channels (critical_alerts, trade_signals, custom_alerts, options_flow, silent_digest) and iOS APNs interruption levels (critical, time-sensitive, active, passive)
- Choose alert sounds (
Default, Chime, Bell, Pulse, Radar, Silent) and configure per-signal-category sound overrides (BUY, SELL, GEX, FLOW)
- Configure Quiet Hours (UTC start/end hours) with automatic critical-alert bypass
- Per-Signal & Indicator Triggers: Toggle Price/Technical, GEX Regime/Wall, and Options Flow categories independently, and require specific confirming technical indicators (
RSI, MACD, Price Movement, Market Direction, Volume, Bollinger Bands, Stochastic, ATR, OBV, VWAP, ADX, Williams %R, GEX) before a trade signal triggers an alert
Alert Management
- Active/Inactive Toggle: Enable or disable alerts without deleting
- Alert History: View past triggered alerts with timestamps
- Search & Filter: Find triggered notifications with built-in search functionality.
- Bulk Operations: Enable/disable multiple alerts at once
Implementation Details
Data Storage
Alerts are stored in Firestore under the user’s document with the following structure:
users/{userId}/alerts/{alertId}
Triggered History: All notification events are archived in a persistent Firestore history for audit and search.
Notification Delivery
- Integrates with Firebase Cloud Messaging for push notifications
- Supports Rich Push Notifications via
flutter_local_notifications with actionable data.
- Includes deep links to relevant app sections
Backend Processing
- Server-side evaluation of alert conditions
- Scheduled checks using Cloud Functions
- Optimized queries to minimize database load
Instrument View Integration
Custom alerts for an instrument are integrated directly into the instrument’s detail page (InstrumentWidget):
- SliverAppBar Action: An alert icon (
Icons.add_alert_outlined) in the top navigation bar opens the alerts list filtered to the current instrument’s symbol.
- Embedded Custom Alerts Card: Available in
Overview, Signals & Tech, and All tabs:
- Displays existing alerts for the current symbol with condition indicators and trigger history.
- Inline active/inactive toggle switches to quickly enable or pause alerts without navigating away.
- “Add Alert” button to immediately create a new alert with the symbol pre-filled and locked.
- “Manage Alerts” button to view and manage all alerts for that instrument in full-screen.
- Empty state with a single-tap “Set Alert” call-to-action when no alerts are configured for the symbol.
Usage Examples
Setting a Price Alert from Instrument View
- Navigate to an instrument’s detail page (e.g., TSLA, NVDA, AAPL).
- Tap the alert icon in the app bar or tap Set Alert in the Custom Alerts section of the Overview or Signals tab.
- Configure target price, condition, or multi-rule conditions.
- Save the alert — it immediately shows up in the instrument view and begins monitoring.
Managing Alerts
- Access Alerts section from main menu or user profile for all alerts.
- Alternatively, view and toggle alerts directly on any instrument’s detail page.
- Edit or disable individual alerts.
- Review alert history.
Future Enhancements
- Custom indicator alerts
- Alert templates and presets