P&L Alert

Owned by Brent Bergh
Last updated: Jan 26, 2017
2 min read

This post-processor will allow you to have daily P&L alert emailed or dropped to an FTP.  The current available Alert Criteria is :

  • Daily Balance Loss 
  • Daily Balance Gain 
  • Low Total Balance  
  • Critical Total Balance 

Step 1: Navigate to the Upload / Post-Process page.

Step 2: Click Add a Post-Process.


Step 3: Choose P&L Alert processor and give it a Process Name.

Step 4: Choose the Group(s), or Account(s) that you wish to run these alerts on.


Step 5: Set the amounts for each Alert Criteria that you wish to be considered when the alert is ran.