β°Alerts
Setting Up Alerts
Each ticker has its own alert settings located directly below its configuration fields.
Per-Ticker Alert Settings
Enable Alerts?
Turn alerts on or off for this specific ticker.
Alert Type
Choose the condition that triggers the alert:
β’ Percentage Gain β Triggers when your position gains by a specified percentage.
β’ Dollar Amount β Triggers when your dollar profit reaches a specified amount.
β’ Target Price β Triggers when the asset's price reaches your target price.
Target % Gain
The percentage threshold (used when Alert Type = Percentage Gain). Default: 10%.
Target $ Gain
The dollar threshold (used when Alert Type = Dollar Amount). Default: $1,000.
How Alerts Work
Alerts fire when the condition is met for the first time.
If the price falls back below the threshold, the alert resets and can fire again when the condition is met once more.
Target Price alerts always check whether the current price has reached or exceeded your set target, regardless of the alert type selected.
Global Alert Settings
Located in the π¨ Alert Settings group:
Enable Alerts
Master switch for all alerts (ticker-level and portfolio-level).
Frequency
Choose Once Per Bar or Once Per Bar Close.
Include Ticker Info
Appends the chart's exchange and ticker to alert messages.
Include Timeframe Info
Appends the chart timeframe to alert messages.
Include Custom Text
Adds your own custom message to every alert.
Custom Message
The text to include when "Include Custom Text" is enabled.
Creating the Alert in TradingView
After configuring your alert settings in the indicator:
Click the Alert button (π) in TradingView's toolbar.
Set Condition to:
EZ Portfolio Tracker.Select Any alert() function call.
Set your desired alert actions (popup, email, webhook, etc.).
Click Create.
This single alert will handle all ticker alerts, portfolio alerts, and external source alerts configured in the indicator.
Portfolio-Level Alerts
In addition to per-ticker alerts, you can set thresholds on your entire portfolio:
Enable Portfolio Alerts
Turn portfolio-wide alerts on or off.
Total Value $ Threshold
Alert when your total portfolio value exceeds this amount.
Total PnL $ Threshold
Alert when your total dollar profit/loss exceeds this amount.
Total PnL % Threshold
Alert when your total percentage profit/loss exceeds this value.
These are useful for setting milestone notifications β for example, alert when your portfolio crosses $100,000 in total value or when you're up 25% overall.
External Source Alerts
EZ Portfolio Tracker can also monitor up to 3 external indicator signals from other indicators on your chart. This is found in the Custom 1, Custom 2, and Custom 3 settings groups.
Configuration for Each Custom Source
Custom Data
Select a plotted line from any indicator on your chart.
Condition
Choose the comparison type: Cross Above, Cross Below, Greater Than, Less Than, Equal To, or Changes.
Reference Data
Select a reference value for comparison (another plotted line or price).
Enable Alert
Toggle this custom alert on or off.
Label
Give this signal a custom name (e.g., "MACD Bullish Cross" or "RSI Oversold").
Use Cases
Monitor when an RSI indicator crosses above 70 or below 30.
Get alerted when a moving average crossover occurs.
Track when any custom indicator on your chart triggers a specific condition.
When an external signal triggers, it's included in the alert message alongside any ticker or portfolio alerts firing at the same time.
Portfolio Summary (Footer)
The bottom row of the dashboard provides a snapshot of your entire portfolio:
Compact Footer (Minimum View)
Value $
Total current value of all positions.
PnL $
Total dollar profit or loss across all positions.
PnL %
Total percentage gain or loss.
Today
Today's overall percentage change.
Today $
Today's dollar change.
Full Footer (Full View)
Adds Capital $ (total amount invested) before the other fields, plus all target-related summary columns when target info is enabled.
All footer values are color-coded: green when in profit, red when at a loss.
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