Enhance your research and monitoring capabilities with our “Custom Alerts” feature. Create and manage personalized notifications based on your specific prompts.

User Story: Personalized Notifications

The Challenge

An institutional investor needed efficient monitoring of portfolio developments without manual review of extensive filings. They sought automated notifications and summaries based on specific criteria.

The Solution: Custom Alerts

We introduced “Custom Alerts,” allowing investors to define criteria for tailored notifications and summaries.

Key Capabilities

  1. Define Criteria: Set alerts for specific events based on natural language prompts like “Notify when the CFO changes in any of my watchlist-A companies” or “Notify me when company-A makes any disclosure related to fund raise.”
  2. Receive Notifications: Instant email updates on defined triggers.