To apply Templates to existing positions, take the following steps:

add alert option

  • Click on the Positions & Alerts tab (1) in the main menu at the top of the page.
  • Select the portfolio containing the position needing an alert (2), or select “All” to see all positions in all portfolios.
  • Click to place a check mark in the box to the left of the Actions column (3) to select one or more positions.
  • Click the Add Alert button (4) that displays at the bottom of the screen and the following Add Alert window will display:

alert template drop-down

  • Select your template from the drop down list, and click “Add.”


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