# Configuration of Trading Risk Alerts

You can configure two types of Trading Risk Alerts:

1. **Account Profit Alert**: Receive instant notifications when a client’s trading profit or loss crosses predefined thresholds. This helps you respond quickly to mitigate risks and protect your business.
2. **Symbol Profit Alert**: Monitor profit and loss for specific groups of trading symbols. Get alerts when thresholds are met, giving you valuable insights into market movements and helping you manage risks proactively.

### <mark style="color:red;">**1. Account Profit Alert**</mark>

To configure Account Profit Alert, follow these steps:

{% stepper %}
{% step %}

#### **Navigate to Account Profit Alert**

1. Go to **"Trading Alert Settings"** in the side menu.&#x20;
2. Clikc on the **"Account Profit Alert"** tab.
3. Click **"Create"**.&#x20;

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FwQ4MH4mLGtvw6K7KC6pt%252Fimage.png%3Falt%3Dmedia%26token%3D0a1e4793-0ec4-45a0-af3b-5720cdd8848d&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=8ef2605&#x26;sv=2" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### **Configure Alert Calculation Rules**

Fill in the respective fields:

1. **Profit Threshold**
   1. Mandatory Field
   2. Enter a positive integer.
   3. A notification triggers when the total Profit and Loss (P\&L) of all closed orders on the trading account for the current day meets or exceeds this threshold.
   4. Example: If set to $10,000, a notification is sent when the total realized P\&L ≥ $10,000.
2. **Profit Percentage and Minimum Profit**
   1. Profit Percentage is a Mandatory Field.
   2. Enter a positive number (up to 2 decimals).&#x20;
      * Profit Percentage Formula: {Profit / \[Today Start Balance + Today Deposit]} \* 100
      * The Profit Percentage shows how much profit was made relative to the account’s starting balance for the day.
   3. Minimum Profit is also a mandatory field. Enter a positive integer.
   4. Notification triggers if both:
      1. Profit Percentage ≥ configured value
      2. Total profit ≥ Minimum Profit
   5. Example: With Profit Percentage = 10% and Minimum Profit = $10,000, notification triggers if both conditions are met.
3. Note: The Profit Threshold and Profit Percentage/Minimum Profit are connected by an OR rule — meeting either triggers a notification.
4. **Step Up Amount (Optional)**

   1. Enter a positive integer to receive additional notifications if profit increases by this amount after the initial alert on the same day.
   2. Example: Step Up Amount = $5,000 means another notification will send if profit rises by $5,000 beyond the initial alert threshold during the day.
   3. If the step-up rule is not configured or hasn’t been triggered, the standard alert will not send any additional notifications for the same account on that day after the first notification. This prevents notification spam during volatile market periods.
   4. Example:\
      If you set the Step-Up Amount to $5,000 and the initial alert was triggered when profit reached a threshold, another notification will only be sent if the profit subsequently increases by $5,000 or more. If the Step-Up Amount is not reached, no further alerts will be sent—even if the P\&L hits the standard thresholds multiple times in the same day.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FRdL3CkHdyMasOvnYUyy7%252Fimage.png%3Falt%3Dmedia%26token%3D633c02a9-bcff-4e95-96c2-10cbf8f726e5&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6abc3bc9&#x26;sv=2" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Configure Monitoring Rules

1. Fill in the **Monitoring Interval**.
   1. This is a mandatory field.
   2. Enter a positive integer.
   3. The field is in minutes. For example, setting it to 30 means the system will check for alerts every 30 minutes.
   4. The default value is 10 minutes, so the system checks the database every 10 minutes for alerts.
2. Select the **Trading Platform Groups** that the alert settings will apply to.
   1. Ensure all selected groups use the same base currency, as alert amounts correspond to that currency.
   2. For instance, choosing a USD-based group filters the menu to show only USD-based groups.
   3. Only trading accounts within the selected groups will be scanned.
3. Select the **Symbol Groups** that the alert settings will apply to.

   1. These refer to symbol groups configured within the CRM (not the trading platform’s security groups).
   2. Only closed orders belonging to these symbol groups will be considered when triggering alerts.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FoqznldbbctGstrJy3a6s%252Fimage.png%3Falt%3Dmedia%26token%3De4a9e9ad-f986-465f-946a-f89eba85a42b&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=ba200106&#x26;sv=2" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Select Notification Recipients

1. You can choose the recipients of the notifications from the dropdown menu.
2. You can select specific individual users or choose a role; in which case all members of that role will receive the notification.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FNfG59So9NTrRAHzIQoNf%252Fimage.png%3Falt%3Dmedia%26token%3Dab031f84-ce04-46f0-bae2-69428a4e60b1&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=c8622a3f&#x26;sv=2" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Save Your Changes

1. Click "Save".

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252F2iPunbIW36bDK7orlFA4%252Fimage.png%3Falt%3Dmedia%26token%3D7d6bb69c-a857-4b32-9a3a-3e7fd8e0cfd8&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=97bfbd95&#x26;sv=2" alt=""><figcaption></figcaption></figure>
2. Once you have saved your changes, the alert will be setup and status will be "Activated".

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FWeC7jk5JXmR6nYnA1Cwc%252Fimage.png%3Falt%3Dmedia%26token%3Deb65c82d-1efa-4718-84bc-f95c922b3df9&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=fa99a584&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3. You can configure a maximum of 5 Account Profit Alerts.
   {% endstep %}
   {% endstepper %}

### <mark style="color:red;">**2. Symbol Profit Alert**</mark>

To configure Symbol Profit Alert, follow these steps:

{% stepper %}
{% step %}

#### **Navigate to Symbol Profit Alert**

1. Navigate to "Trading Alert Settings" side menu.
2. Go to "Symbol Profit Alert" tab.
3. Click the "Edit" icon.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FFORL9SK908tkPu6wX9UN%252Fimage.png%3Falt%3Dmedia%26token%3D62812741-3d6c-44b7-94ba-8c35ed7b802e&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6a2ecfd2&#x26;sv=2" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### **Configure Alert Calculation Rules**

Fill in the respective fields:

1. Take note that trading profits will be converted to USD for reporting and analysis.
2. **Profit Threshold**
   1. Mandatory field.
   2. Please enter a positive integer. The field is in USD.
   3. This sets the profit threshold that will trigger the first notification.
   4. If the symbol's total P\&L is greater than or equal to the profit threshold set, a notification will be triggered.
   5. For example, if you set the profit threshold for the symbol to be USD 10,000, a notification will be triggered if the total P\&L for the symbol exceeds or equals USD 10,000.
   6. The same symbol will not trigger any subsequent alerts within the same hour, even if the P\&L exceeds the threshold again. This helps prevent spam notifications during periods of market volatility.
3. **Step Up Value**
   1. Optional field.
   2. Please enter a positive integer. The field is in USD.
   3. If the symbol’s P\&L is greater than or equal to the standard profit threshold + Step Up Amount, a notification will be triggered.
   4. For example, if the Profit Threshold is set at $10,000 and the Step Up Amount is set to $5,000, a new alert will be triggered when the symbol’s P\&L reaches $15,000.
   5. The notification will be sent even if this occurs within the first hour after the initial alert was triggered.
4. **Monitoring Interval**
   1. This is a mandatory field.
   2. Please enter a positive integer.
   3. The field is in minutes. For example, if you set the interval to 30, the system will check for alerts every 30 minutes.
   4. By default, the monitoring interval is set to 10 minutes. This means the system will check the database every 10 minutes to see if any alerts need to be triggered.
5. **Profit in Last 30 Minutes**
   1. Mandatory Field
   2. Please enter a positive integer. This field is in USD.
   3. If the profit for the symbol in the past 30 minutes meets or exceeds the threshold you set, a notification will be sent.
6. Please note that the **Profit Threshold** and **Profit in Last 30 Minutes** settings are governed by an "OR" rule. This means that if either the Profit Threshold or Profit in Last 30 Minutes is met, a notification will be triggered.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252Foy7mfC3dIDqkqkKQhog5%252Fimage.png%3Falt%3Dmedia%26token%3D7170b4f2-5e0c-4f85-a798-2e9a793722ec&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=fc11d935&#x26;sv=2" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Select Exchange Rate Source

1. All P\&L will be converted to USD, so you need to select an exchange rate source for the system to perform the conversion.
2. Currently, the available options are **exchangerate.host** and **Finrax**.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FgjHZGvesYdnBrhKVxNAO%252Fimage.png%3Falt%3Dmedia%26token%3Dbbddec2f-21f5-44cf-b236-491be6600166&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=4ee81324&#x26;sv=2" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Configure Monitoring Rules

1. Select the **Trading Platform Groups** the Symbol Profit Alert will apply to. The system will only scan the symbols within the selected groups.
2. Select the **Symbol Groups** that the Symbol Profit Alert will apply to.

   1. Symbol groups here refer to the symbol groups set up in the CRM, not the trading platform's security groups.
   2. The system will only calculate P\&L for the symbol groups you select.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252F6dtiOLbzqfamu22ySgjs%252Fimage.png%3Falt%3Dmedia%26token%3D01e8787d-e332-4306-80c8-d2fe462d078b&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=c47130d5&#x26;sv=2" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Select Notification Recipients

1. You can choose the recipients of the notifications from the dropdown menu.
2. You can select specific individual users or choose a role; in which case all members of that role will receive the notification.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FNQqP24ketFYSMANFLCWP%252Fimage.png%3Falt%3Dmedia%26token%3D783f6220-2eb1-4ce6-9074-4ff866aefef4&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=50b1157b&#x26;sv=2" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Save Your Changes

1. Click the "Save" icon to save your changes.\\

{% endstep %}
{% endstepper %}
