This article walks you through setting up alerts on your portfolio.
Using our portfolio alerting feature, Wiserfunding will monitor the risk profile of the SMEs within your portfolio over time and notify you if any SME breaches your risk alert thresholds. If an alert is triggered, the report that caused the alert can be retrieved and stored.
You can set a specific range or percentage to track SME Z-Scores and PD while setting up a portfolio.
You also have the option to receive alerts if a company's BRE grade changes, if its status changes, or when new financials become available for the entity.
Provide a floor SME Z-Score # and we will alert you if any SMEs within the portfolio drop below this #, or provide a % and we will alert you if any SMEs within the portfolio move more than that % from the first time they were added to the portfolio.
Provide a ceiling PD # and we will alert you if any SMEs within the portfolio go above this #, or provide a % and we will alert you if any SMEs within the portfolio move more than that % from the first time they were added to the portfolio.
You can change these preferences by entering the portfolio and clicking on ‘Settings’
Here, you can also disable the portfolio’s alerting setup.
Finally, you can add, or remove people to be notified of changes.
Note: only users registered to your Wiserfunding account can be notified.
If you have any further questions or face any issues, please contact our support team.