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How to set up Alerts and Notifications

Canopy
Last Updated: 1 year ago

Alerts are a great way for you to monitor your portfolio and security prices when you're on the go. These alerts are delivered through email.

  • Gain peace of mind and be alerted of significant movements in your portfolio

  • Stay updated even when you're not logged into the platform

  • React as required when triggers are breached

Types of alerts

1. Portfolio Net Worth

Get notified when your total or single portfolio's net worth increase or decrease by % or $

2. Portfolio Performance

Get notified when your total or single portfolio's performance increase or decrease by %

3. Security Price

Get notified when the price of a security moves by $ or %

4. Transaction Activity

Get notified when you have a transaction in your account specified value (for e.g. large money outflow). Alerts are currently available for the following transaction types:

  • Buy / Sell

  • Coupon / Dividend / Reinvestment

  • Inflow / Outflow

  • Transfer In / Out

  • Loan Drawdown / Interest / Repayment

  • Deposit Drawdown / Interest / Repayment

  • Insurance Premium / Payout

  • Contribution / Other Distribution

  • Income Received / Expense Incurred

  • FX Buy / FX Sell

Frequency of alerts

  • Alerts can be set for Daily, Weekly and Monthly frequencies.

  • Alert frequency refers to the frequency of Canopy performs a calculation and sends an email notification with a summary of alerts triggered for the time period.

  • For example, if you select Weekly, you will only receive a notification at the end of the week even if the trigger had happened during the week.

How to set up alerts

To create alerts, you must be logged in to Canopy Visualizer:

  1. Click on More

  2. Click on Settings

  3. Click on Alerts tab

  4. Select Create Alerts to choose the alert type

How to set up 'Portfolio - Net Worth' alert

  1. After you've selected Portfolio - Net Worth

  2. Select the type of change you want to set – % change or an absolute value change

3. Aggregated Account is pre-selected, which sets up an alert on the entire account. In this example, if the portfolio net worth value changes by 5%, you will receive an email notification every day.

4. Enter the change percentage

5. Select the frequency

6. Click Save

Managing your alerts

Track all your triggered and untriggered alerts on the Alerts page. You can edit or delete by clicking any of the action buttons.


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