by Mark » Fri Aug 02, 2024 11:21 am
Hi Jim,
The Pro/Advisor versions have a feature like this:
Add Alert To:
This option is available in the Professional/Advisor versions. Choose whether to add a single alert to the specified investment or whether to add this same "equivalent" alert to all investments in a selected sub-portfolio. When creating an equivalent alert for the "Fixed Price" types of alerts, Fund Manager adjusts the alert price for each investment to be the same percentage away from the current price as you've specified in this dialog for the displayed investment. When you add the equivalent alert to all investments in a sub-portfolio, only displayed and non-cash type investments will have an alert added. If you want to add the alert to hidden investments, turn on "View / Hidden Investments/Portfolios" before recording the alert, so hidden investments are displayed.
Deleting Portfolio Alerts: To easily delete all equivalent alerts previously added, use the Data Register. Under the Data Type of "Alerts" if you select any of the equivalent alerts and select "Delete" you will be prompted with the option to either delete just the selected alert, or all equivalent alerts within the sub-portfolio.