Alerts Management

Rules that watch the market for you

What Alerts Management does

Alerts Management watches for market events that match rules you define. Each alert has one source, optional filters, a cooldown, and one or more delivery channels.

Use alerts when you want to monitor a focused condition without keeping a feed open. Keep the criteria narrow enough that every notification deserves a review.

Availability: Alert delivery is included from Gamma up. Trade Idea and Market Commentary alerts require Theta or Vega because their source features use those plans. You can keep up to 50 alert rules.

Open it: Choose Alerts Management in the sidebar (under Desk), use Manage Alerts from the notification bell, or open optionomics.ai/alerts.

Choose an alert source

Every alert monitors one source—chosen at creation and fixed afterwards. The form changes with the source so you only see relevant criteria.

Leave Stock Symbol blank to monitor all supported symbols for that alert. Enter one ticker when the rule should only apply to a specific name.

Create an alert

1. Open Alerts Management.
2. Choose Create Alert.
3. Select the source before setting filters.
4. Add a descriptive name and an optional note.
5. Set a cooldown between 1 minute and 7 days (default 60 minutes)—the wait between notifications from the same rule.
6. Enter a symbol or leave it blank for all symbols.
7. Add only the criteria needed for your question.
8. Choose at least one delivery channel.
9. Save the alert.

All configured criteria for an alert must match. Adding more fields makes the rule narrower; it does not create separate alternatives.

Options-activity criteria

The Option Alerts source can filter visible activity by:

• Option type: calls only, puts only, or any
• Premium range (minimum and maximum, in dollars)
• Days to expiration (minimum and maximum)
• Unusual score (minimum and maximum, 0–100)
• Volume/open-interest ratio
• Strike price range
• Execution levels (multiple allowed): Above Ask, At Ask, Between Spread, Mid Price, At Bid, Below Bid
• Unusual-activity patterns (multiple allowed), grouped by tone: bullish (Aggressive Call, Consistent Call, Large Call, Swift Bull, Steady Bull, Large Bull), bearish (Aggressive Put, Consistent Put), size (Whale, Repeated), and market-context patterns (Volume Spike, Volatility Spike, Short Term, IV Spike)

An unusual score or execution label helps prioritize activity, but neither proves trader intent. A matching print can still be part of a spread, hedge, closing trade, or larger portfolio transaction.

Trade Idea criteria

Trade Idea alerts can filter by:

• Direction (bullish, bearish, neutral)
• Strategy (buy call, buy put, bull call spread, bear put spread, covered call, cash-secured put, long stock, short stock)
• Minimum confidence
• Conviction tier (High Conviction only, or Standard)
• Minimum displayed model win rate

Historical model results are context, not a guarantee that the next idea will resolve the same way. Review the public Track Record and the idea detail before acting.

Commentary and flow-acceleration criteria

Market Commentary alerts can use the commentary category (flow shift, flow trend, unusual activity, sentiment change, volatility alert, sector rotation, whale trade, regime change, market open, market close, general) and a minimum severity (info, notable, critical). If you set a symbol, the commentary must reference that symbol.

Flow Acceleration alerts can use direction and a minimum acceleration score (50+ recommended). These alerts identify a change in the pace of displayed flow; they do not predict the direction of the underlying stock.

Disclosure-trade criteria

Disclosure alerts fire only after an official public filing is available and processed—they do not report private activity or predict transactions. Filters:

• People to monitor: insiders and politicians, company insiders only, or politicians and public officials only
• Up to 10 stock symbols
• Transaction type (purchases, sales, awards, exercises, gifts, dispositions, conversions, expirations, other)
• Minimum reported value
• Official source: SEC Form 4, U.S. House PTR, U.S. Senate PTR, or Executive branch OGE 278-T
• A specific reporting person—the Follow buttons on politician and issuer profiles pre-fill this for you

Templates and starter recipes

Choose Browse Templates for a library of preconfigured alerts, grouped by category and labeled beginner to advanced—Copy adds one to your rules. When your account has no alerts yet, the page instead offers starter recipes—small bundles such as Whale Watch, Directional Pressure, High-Conviction Only, Index Pulse, AI Trade Ideas, and High-Conviction Ideas—that add a few related rules at once.

Review every generated rule before enabling it. Adjust symbols, thresholds, cooldowns, and channels to fit your own workflow rather than treating a template as a recommendation.

Delivery channels

You can set default channels for new alerts under Settings → Notifications, so new rules start with your preferred delivery. The Notifications page provides your in-app history, and browser notifications can be enabled from the notification bell.

Developer webhooks

Enable Developer Webhook, enter an HTTPS endpoint, and return a successful 2xx response when your application accepts an event. The form displays the current payload contract. Do not infer fields that are not shown there.

Delivery attempts—Slack, Discord, and custom URLs—are logged in the developer console under Webhooks (/developers/webhooks), with per-attempt status, latency, and response details. The Webhook logs link on the Alerts page and the per-row webhook action take you straight there.

Keep credentials out of webhook URLs. If your endpoint is compromised, replace its secret and update the alert.

Manage and review alerts

The Alerts table shows each rule’s name, a plain-English criteria summary (with a View matching activity link into the pre-filtered feed), trigger count, average tracked performance when available, and last-triggered time. Rules with journaled trades also show a live outcome strip—trades logged, realized P&L, and win rate.

Available actions per rule:

• Test — send a sample notification to the configured channels; the result reports what was delivered and what was skipped (for example, SMS without a phone number)
• Edit the criteria, cooldown, or channels
• Pause / Activate
• Log trade — open the Trade Journal with the alert as the source
• Webhook deliveries — that rule’s delivery log
• Delete

Use Test after changing a delivery channel. A successful test confirms delivery setup; it does not test whether the market criteria will match.

Reduce noise

1. Start with one symbol or a focused condition.
2. Use a cooldown long enough to prevent repeated notifications from the same event.
3. Review trigger frequency and tracked performance on the Alerts page.
4. Pause rules that no longer answer a useful question.
5. Add another delivery channel only when you need it; duplicating every event across every channel can hide the important alerts.

Alerts surface matching information. They are not orders or personalized trading recommendations, and delivery can be delayed by networks or third-party services.