In the left navigation pane, click the Research tab, and then click Alerts. The Alerts grid opens in the Triggered Alerts view.
To see all the security alert specifications that you have set up, click the View drop-down arrow and select Alert Rules.
From the toolbar above the grid, click Add, and then Security Alert. The Add Security Alert dialog opens.
Click the Alert Type arrow to select a type. Types of alerts available are:
Morningstar Category Change
Morningstar Equity Style Box Change
Morningstar Fair Value Estimate Change
Morningstar Fixed-Income Style Box Change
Morningstar Rating Change
Morningstar Stewardship Grade Change
Morningstar New Analyst Report Available
Average Credit Quality Change
Expense Ratio Threshold Crossed
Fund Manager Change
Fund Open/Close
Fund Portfolio Data Updated
Name Change
Price % Movement Threshold Crossed
Price Threshold Crossed
Purchase Constraint Change
Split
Standard Deviation Threshold Crossed
If you select Price threshold crossed, an Operator and a Value ($) box will appear. Click the operator and enter the value.
Click the magnifying glass icon in the Security box to select the target security. The Add Holdings box appears.
Select your security and click OK. You'll be returned to the Add Security Alert box.
Click the E-mail notification drop-down and select Yes or No. The default is No.
Click the Recurring drop-down and select Yes or No. The default is No.
Click the Delete Triggered Alert drop-down and select Never or After 3 months. The default is Never.
Click OK. Your new security alert has been saved.
Note: If you're in Client Management or Portfolio Management, you can create both security and client-specific alerts. If you're in Research, you can only create security-specific alerts.