How To Set Stock and Price Alerts for your CIBC Investor’s Edge Account

After setting your Preferences for all Alerts from Investor’s Edge, you can set up alerts for specific stocks using Stock Alerts. Stock Alerts use prices that are delayed at least 15 minutes from real time. Alerts are emailed to you.

For detailed instructions about setting up your Alert Preferences, please review the first section of How to Set Market Alerts for your CIBC Investor’s Edge Account.

In general, click on Quotes and Research, then click on My Alerts. In the Preferences section, type your email address or addresses in the appropriate fields. If desired , enter your Wireless Address, being aware that each Alert may result in multiple text messages each incurring a charged from your service provider. Select in which format, HTML or Text, to receive alerts. When your selections are correct, click on the Save button.

Setting a Stock Alert and a Stock Price Alert for your Investor’s Edge Account

On the My Alerts page, click on the Stocks tab.

From the drop-down list select Canadian or US for the stock market of interest.

In the Add New Alert (Enter Symbol) field, type the trading code for the stock of interest and press Enter or click on the Go button.
For example, I typed: BCE
A new page will be presented listing all of the choices for Stock Alerts for this stock.

Choose which Stock Alerts you wish from the following list and select the appropriate limit values. If you need to type in data, I have indicated it with the symbol ***.

In the Price and Volume Alerts section

  • Price drops below *** or rises above ***
    The program will tell you the last price and the daily change as a value and as a percentage for the selected stock.
  • Price gap [Up; Down] At opening trade
  • P/E drops below *** or rises above ***
    The program will tell you the current P/E ratio for the selected stock.
  • Reaches a new 52-week [High; Low; High or Low]
    The program will tell you what percentage the selected stock is off its 52-week High or Low and what date that High or Low was reached.
  • Price changes [+/- 2.5; 5; 10; 20%;] from previous close
    The program will tell you the previous close and the date of that close.
  • Crosses its [30 day] moving average
  • Changes [+/- 2.5; 5; 10; 20%;] faster than the [S&P TSX/Composite; DJIA; NASDAQ] over the last [7; 14 days]
  • Trading volume exceeds 10 day avg by [10; 20; 30; 40; 50%]
  • RSI over bought/sold
  • RSI under bought/sold
  • Stock split announced

In the Earnings Estimates section

  • Quarterly earnings estimates announced
    The program will tell you the date of the most recent announcement.
  • Annual earnings estimates announced
    The program will tell you the date of the most recent announcement.

In the News Alerts section

  • News stories from Reuters (in depth stories, breaking news and analysis by email)

In the Analyst Reports Alerts section

  • Analyst reports for all providers (Company-based analyst research)

NOTE: In addition to setting the parameters for an Alert you MUST also click the check mark box beside the item or the Alert will not get set.

When you have made all of your selections, click on the Save button.

Once you have set a Stock Alert It will be listed on the Overview tab page.
To Edit or Delete it, you can click on the appropriate link on the Overview page.

Further Information

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Have you used the stock and stock price alerts functions at Investor’s Edge? Did it help you make a timely decision? Please share your experiences with a comment.

How to Set Up Market Alerts for CIBC Investor’s Edge Self-Directed Accounts

You can set Market Alerts for your CIBC Investor’s Edge self-directed account to send you reports on the most active stocks by percentage; the stocks reaching new 52-week highs or lows; the stocks with the largest changes in trading volume and more. These reports can be sent daily at one of three specified times. The Alerts are sent by email.

Here’s how to set up your desired Market Alerts.

Sign in to your CIBC Investor’s Edge Account.

From the menu on the left side of the screen, select Quotes and Research, then My Alerts.

Setting the Preferences for your Investor’s Edge Alerts

Before you can complete any details about the types of Alerts you wish to receive, you must complete the Preferences section.

  1. In the Email Address 1: text field, type the email address at which you wish to have Alerts delivered.
  2. Check the examples of the two message formats by clicking on the Example link beside the HTML and Text format choices. Unfortunately, the two alerts are not for the same type of message, which makes it a bit difficult to see some of the differences.
    After deciding on the desired format for Alerts, click on the appropriate radio button beside HTML or Text.
  3. In the Email Address 2: text field, type a second email address, if desired. It is not required.
  4. Click on the desired Format for Alerts by selecting the radio button beside HTML or Text.
  5. In the Wireless address: field, type the address at which you wish to receive SMS text messages, if desired. It is not required.
    Please note the warning from CIBC that a single alert might result in multiple text messages which might result in multiple charges from your wireless service provider. Please fully explore the costs of text messages before signing up for Alerts on your handheld device.
  6. If you do not wish to receive Alerts during an interval of one or more days, you can set a Vacation Stop. First click on the Suspend From box to select it, then from the appropriate dropdown lists, select the month, day and year for the first and last day of the interval for which you do not wish to receive Alerts.
  7. Review the Alerts Agreement by clicking on the Link in the Please Note section. (At the time of writing, this was a broken link!)
  8. Check your selections. If they are correct, click on the Save button.

There are 6 other tabs in the My Alerts section: Overview; Markets; Stocks; Watch List: Analyst Reports; and Alert History.

The Overview section summarizes which Alerts you have set, and links you to the Markets, Stocks, Watch List and Analyst Reports tabs.

To Set Market Alerts for your CIBC Investor’s Edge Account

On the My Alerts page, click on the Markets tab.

First, you must select from which stock exchange you wish to receive Market Alerts.
From the drop-down list, select: TSX; TSX Venture; NYSE; NASDAQ; AMEX.

Select from the following list of choices for that Exchange.

  • Daily list of most active stocks, Percentage [gainers; losers; gainers and losers] to be sent at [Market Open 10-11 EST; Midday 12-1 EST; After Market Close 4-5 EST]
  • Daily list of new 52-week highs/lows, New 52-week [Highs; Lows; Highs and Lows] to be sent at [Market Open 10-11 EST; Midday 12-1 EST; After Market Close 4-5 EST]
  • Daily list of volume changes, Stocks with the largest [increases; decreases; increases or decreases] to be sent at [Market Open 10-11 EST; Midday 12-1 EST; After Market Close 4-5 EST]
  • Daily list of gaps, stocks that opened at least 1% [Higher; lower; higher or lower] to be sent at [Market Open 10-11 EST; Midday 12-1 EST; After Market Close 4-5 EST]
  • Daily list of breakouts, stocks whose [Low Price is Above Yesterday’s High; High Price was Below Yesterday’s Low; Low/High Price is Above/Below Yesterday’s High/Low] to be sent at [Market Open 10-11 EST; Midday 12-1 EST; After Market Close 4-5 EST]
  • Daily list of stock splits to be sent at [Market Open 10-11 EST; Midday 12-1 EST; After Market Close 4-5 EST]

Review your selections and when they are correct, click on the Save button.

Once you have set a Market Alert It will be listed on the Overview tab page. To Edit or Delete it, you can click on the appropriate link on the Overview page.

Further Information

Join In
Do you use Investor’s Edge Market Alerts? Have they tipped you off just in time for decisive action? Please share your experiences with a comment.