pain point analysis
Manually tracking multiple stocks is time-consuming and easy to miss important signals. Fey's intelligent alert system can address three typical scenarios: stock price movements, earnings releases, and industry policy changes.
Operation Guide
- Constructing intelligent watch lists:Enable the "Threshold Alert" function when adding stocks and set the trigger values for parameters such as the up/down range/volume/p/e ratio.
- Event-driven updates:Check "Immediate Alert for Major Events" in "News Push Settings", the system will push the information of dividend and ex-rights through desktop notification.
- Portfolio Healthiness Diagnostics:Weekly use of the Portfolio Insight feature of the Investment Advice module to obtain dimensional analysis of industry distribution/risk assessment
best practice
It is recommended to categorize the watch list into "Core Positions" (with strict monitoring), "Watch Pools" (with loose thresholds) and "Benchmark Indexes". Use the "batch export" function to back up the adjustment records on a regular basis to form a traceable decision-making chain.
This answer comes from the articleFey: Financial market research tools, intelligent assistants to enhance investment decisionsThe
May not be reproduced without permission:AI productivity tools " How can I optimize the continuous monitoring and dynamic adjustment of my portfolio?
