TL;DR: The platform's "Alerts" system is a rule engine with 50+ rules across 7 categories — valuation, risk, credit, technical, momentum, dividend, quality — that runs nightly per stock. Since v3.85.x, alerts are folded into the Mid/Long horizon cards in the Reference Summary as an "Alerts" block (red/yellow/green dots + full text), and no longer occupy a top-level anchor.
Concepts
How Are Alerts Generated?
Alerts aren't written by an analyst nor inferred ad hoc by an AI. They come from a rule engine. Each rule is an explicit condition:
- "P/E above 1-year P95 → Red: Valuation extreme"
- "Sharpe Ratio < 0 → Red: Risk-adjusted return negative"
- "Altman Z > 2.99 → Green: Credit safe zone"
- "Piotroski F = 9 → Green: Robust fundamentals"
Per stock, the full ruleset runs once nightly and groups triggered rules by severity (red → yellow → green).
Why Folded into Mid/Long Cards?
Most alerts target long-horizon signals — valuation, quality, credit are quarterly / annual data. So the new layout puts the alerts block at the end of the Mid and Long horizon cards, treating them as complementary evidence for those horizons.
Short cards (Ultra-Short / Short) don't have an alerts block — they focus on technicals / flow, not fundamental alerts.
7 Categories → Which Card
| Category | Meaning | Example | Card |
|---|---|---|---|
| Valuation | Current price reasonable? | P/E at 1Y top, P/B high | Long |
| Quality | Earnings durability | ROE in peer top tier, margin slipping | Long |
| Dividend | Payout stability | Yield at historical low / high | Long |
| Credit | Bankruptcy risk | Altman Z warning, FCF negative | Long |
| Risk | Realized vol & drawdown | MDD too deep, annualized vol extreme | Mid |
| Forecast | Model consensus | ARIMA-MC diverge, low ML up-prob | Mid |
| Composite | Cross-category | High valuation + high momentum = overheating | Mid |
How to Read
- Open stock → Insights → Signal → Reference Summary
- Look at the bottom block of the Mid card: any red dots?
- Look at the bottom block of the Long card: valuation / quality / credit red flags?
- A red dot is not a sell recommendation — it's "factor this in".
Color priority
| Color | Meaning | Action |
|---|---|---|
| 🔴 Red | Critical signal | Must read, factor into decision |
| 🟡 Yellow | Watch signal | Read if many; ignore if isolated |
| 🟢 Green | Positive signal | Use as confirmation |
Example: Wistron (3231) Long card
Actual Long-card alerts from v3.85.x:
- 🔴 FCF -6.49B TWD — Negative free cash flow
- 🔴 P/E at 1Y P100 top — Valuation extreme
- 🟡 Implied volatility 36.6% — Elevated
- 🟢 ROE 23.49% in peer P92 top tier
Read: Short-term momentum may still be strong, but long-term faces valuation-top + cash-flow-deterioration headwinds → not an immediate sell, but consider these flags before adding.
FAQ
Q1: Why used to be a top-level Row 3 and now folded?
The legacy "Alerts" section was a top anchor, but its content was inherently long-horizon (valuation / quality / credit). As a top anchor it broke the horizon-first reading flow. Folding it into the relevant horizon cards keeps everything read through the same horizon lens.
Q2: Does it update in real time?
The rule engine runs nightly after close and writes to dashboard_aggregate. Pre-open the next day you see the latest.
Q3: Why do some cards skip the alerts block?
Ultra-Short / Short cards never include alerts (alerts are long-horizon-flavored). Mid/Long cards skip the block if no rule triggered (spec: empty blocks are omitted, not left as voids).
Q4: Can I disable alerts?
Alerts are content info, not push notifications — there's nothing to disable. If a card feels too dense, just don't scroll to the alerts block.