Asset Notes (Strategy Notes)
(including notes in alert emails)
With Asset Notes (Strategy Notes), Wavealert lets you store one clear strategy per asset:
why you are watching it, what triggers action, and what your plan is.
Best of all: your note is included in every alert email.
Why personal notes matter
With notes, you can:
- document your buy or sell strategy
- store key observations about the asset
- evaluate risks and opportunities
- review past decisions more clearly
- adjust your long-term planning with confidence
Together with alerts and news, notes give you a complete picture of how you want to handle each asset.
Why one note per asset is powerful
- One strategy → one place
- No scattered thoughts or forgotten ideas
- Immediate context when an alert triggers
Asset Notes in alert emails
Each alert email contains:
- the alert event and current price
- relevant news (if enabled)
- your Asset Note
Alert → open email → strategy visible → decision in seconds.
Example note templates
Long-term investment
- Thesis:
- Buy zone:
- Risk / invalidation:
- Target:
- Review trigger:
Trading setup
- Setup:
- Trigger:
- Stop:
- Target:
- If alert triggers, then:
Creating notes in Wavealert
Inside the asset detail view, you can enter your personal note at any time.
This is helpful for:
- recording why you bought an asset
- writing down your planned actions (“Sell at +10%”, “Re-evaluate if trend breaks”)
- storing insights from news or technical signals
- keeping track of personal observations
In the asset list, every item with a note is marked with an orange dot — making it easy to see which assets have additional context.
(Asset with personal note)
Practical example
You receive a price alert for a stock.
Thanks to your saved note, you instantly recall why you’re monitoring the asset and what your next step should be — without having to rethink your entire strategy.
FAQ
How many notes can I create per asset?
Exactly one. This keeps your strategy clear and current.
Are notes included in all alert types?
Yes – price alerts, delta alerts, and moving-average alerts.
Perfect combinations with other Wavealert features
- Chart Alerts – notes help you respond faster to alerts
- News Analysis – store insights from recent events
- Portfolio Tracker – see which assets include personal notes
- Stock Watchlist – collect thoughts on individual stocks
- Portfolio Transfer – add notes to your real positions
- Community Alerts – save ideas inspired by other users’ alerts
- 200-day-moving-average – recognize long-term trends
Register for free and create alerts and notes tailored to your strategy.
Learn more about our fair pricing under Pricing.