Charting and Studies User Guide - CQG.com

To create and add a new portfolio
1. Right-click the upper-left corner of the monitor.
2. Click Create New Portfolio.
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3. Enter the name, and click OK. To start, the contents include the symbols already on
the Portfolio Monitor.
4. Remove and add symbols to the portfolio.
5. Close the Select/Define Portfolio window.
6. Right-click the upper-left corner of the monitor.
7. Click Add Portfolio.
8. Click the newly created portfolio.
To add alerts
1. Right-click the instrument.
2. Point to Add Alerts.
3. Click either Add Price Alert(s), Add Study Alert(s), or Add Condition Alert(s).
The alerts window opens and shows the symbol, studies, or conditions, respectively,
that are included on that tab of the monitor.
4. Set parameters and actions, and turn off any alerts for studies you don’t want to
use.
5. You can then close or minimize the window.
Charting and Studies User Guide