daily filtered report

[alpappy]

HI Can I make a daily report that will show any share that has risen or fallen more than 5 %
Can this be automated ?
Thanks
Alan

[Mark]

Hi Alan,

You can't "filter" a report by a data field. You can however "sort" reports by any data field, so you could sort a report by the %Gain of the last day. You can get this in a Portfolio Performance report, or in a Capital Gains report. You can memorize this report, and have the dates float to the current date. See the top level "Sort" menu once you're in a report window.

[alpappy]

HI Thanks that works is bit clunky Is it not possible to send an alert if a share goes up or down more than 5% say in day I use that a lot to place stop losses etc
alan

[Mark]

Hi Alan,

There isn't a global alert you can set like that. Alerts have to be set for each individual investment.