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Daily Stock Reminder - Automated Portfolio Briefings Alert

Daily Stock Reminder Alerts - Professional Morning Routine & Position Management

How to Set Up (3 Steps)

  • Step 1: Add stocks to your watchlist on StockAlert.pro (recommended: 10-25 positions)
  • Step 2: Enable "Daily Reminder" and choose delivery time (market open or after close)
  • Step 3: Choose notification method (email or SMS) and save

Done! You'll receive a consolidated daily brief with current prices, 52-week context, volume, and active alert counts for every watchlist position. One scan instead of 25 manual checks.

Example: Coinbase Lock-Up Tracking - May 2024

  • Setup: Coinbase (COIN) facing major insider lock-up expiration in May 2024 - potential selling pressure event
  • Signal: Daily reminders tracked price action and volume patterns consistently through the event window
  • Alert Trigger: Daily digest showed volume staying normal despite approaching lock-up - no selling pressure materializing
  • Result: 'Lock-up fear premium' already priced in - buying opportunity confirmed, stock rallied post-event
  • Key Insight: Multi-day pattern (volume staying normal) only visible through consistent daily monitoring - manual checkers missed it

Scenario Guide

ScenarioWatchlist SizeBest TimingExampleAction
Active Positions5-15 stocksMarket openCore portfolio daily scanMonitor for anomalies, trim signals
Pre-Earnings Setup10-20 stocksAfter closeTrack accumulation patternsWatch volume building pre-report
Catalyst Window5-10 stocksMarket openCOIN lock-up trackingMonitor event progression daily
Sector Rotation10-15 stocksAfter closeTech vs value rotationTrack relative strength patterns
Turnaround Watch5-10 stocksMarket openRecovery plays daily checkWatch for momentum shifts

When to Use

  • You have 10-25 active positions and want systematic daily awareness without manual checks
  • You need to track multi-day patterns (sector rotation, pre-earnings setup, post-news drift)
  • You want a professional morning routine automated - one email replaces 25 broker app clicks

When Not to Use

  • Watchlist >50 stocks (information overload - use reminder alerts for long-term holds instead)
  • Passive buy-and-hold portfolio (quarterly reviews sufficient, daily is noise)
  • Already checking broker app 15x daily (you need LESS monitoring, not more structure)

Conclusion

Daily reminders automate the single most important habit in active investing: consistent position awareness. The trades you miss from inconsistent monitoring cost far more than any tool. Start with your 10 highest-conviction positions and build the discipline that compounds over decades.

Community Alerts

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Frequently Asked Questions

Q:Daily vs. Stock Reminder?
Daily Reminder = Daily at your chosen window (market open or after market close) for 1-20 stocks you actively monitor (positions + watchlist). Stock Reminder = One-time after X days for specific follow-ups (post-earnings, after news). Use Daily for: Active positions, core watchlist (max 10-15 tickers). Use Stock Reminder for: Stocks 'on radar but not now' (remind in 30/60/90 days). Combination: 10 Daily + 20-30 Stock Reminders = optimal system without overload.
Q:How many symbols per digest?
Optimal: 5-10 symbols per daily digest for consistent review quality. 10-15 = maximum before overwhelm (>10 minutes review time). >20 = ineffective, you'll skip important details. Rule: 3-5 core positions (daily) + 5-7 watchlist candidates (daily) = 8-12 total. Adjust quarterly - remove symbols without action >30 days, add new setups. Quality over quantity - better to know 7 stocks deeply than 25 superficially.
Q:What time are daily reminders sent?
You choose: market open (~9:30 AM ET, default) or shortly after market close (~4:00 PM ET + a few minutes). Pick the window that fits your routine. International exchanges are on the roadmap.
Q:Can I choose which stocks get daily reminders?
Yes. Daily reminders apply to your entire watchlist, but you control the watchlist. Add only positions you actively track (recommended: 10-25 stocks). Remove sold positions or completed trades to keep the list focused.
Q:Do daily reminders include pre-market data?
Current version shows previous close and regular-hours data. Pre-market prices are included if significantly different from prior close (>2% gap). Full pre-market/after-hours data is planned for premium tiers.
Q:How is this different from just checking my broker app?
Broker apps require you to remember to check and manually click through each position. Daily reminders PUSH consolidated data to you automatically - preventing the "I forgot to check" problem. It's the difference between hoping you remember vs systematic discipline.
Q:What if I'm on vacation or don't want alerts for a week?
Pause daily reminders anytime from your dashboard. One-click pause/resume. Alerts resume automatically on your return date if scheduled. No positions are removed - just temporary silence.
Q:Can I get SMS instead of email?
Yes (plan-dependent). SMS works well for small watchlists (5-10 positions). Larger lists become overwhelming via SMS - email is better for 15+ positions. You can also do both: email for full watchlist, SMS for high-priority subset.
Q:Do daily reminders count against my alert quota?
No. Daily reminders are a separate feature and don't consume your condition-based alert quota (price alerts, RSI alerts, etc.). You can have unlimited daily reminder "alerts" since they're time-based, not trigger-based.
Q:How do I use daily reminders with earnings alerts?
Perfect combo. Set earnings alert for 3-5 days before event. Daily reminders then track the position every day leading into earnings (pre-earnings setup/accumulation) and every day after (post-earnings drift/follow-through). This ensures you don't miss the pattern before or after the catalyst.
Q:What data is included in each daily reminder?
Current price, previous close, percentage change, 52-week high/low (with proximity), average volume vs current volume, active alert count for that symbol, and direct link to full stock page for deeper analysis. Essentially a mini-report card per position.
Q:Can I set different reminder times for different stocks?
Yes. Each Daily Reminder can be set to market open or after market close per stock. Default is market open; switch to after-close for end-of-day recaps.
Q:What if I have 50+ stocks on my watchlist?
Daily reminders work but become information overload. Best practice: Keep daily reminder list to 10-25 core positions (high conviction, active trading). For passive long-term holds (50+ positions), use quarterly reminder alerts instead of daily. Quality over quantity in daily monitoring.
Q:How far back can I see historical daily reminders?
Reminders are delivered via email/SMS, so retention depends on your email provider. We recommend keeping 30-90 days archived for pattern recognition (sorting, searching by symbol). Future versions will include dashboard history with searchable archive.

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