create_alert
Create alert rules to monitor financial metrics and receive notifications when conditions are met, with optional company-specific targeting.
Instructions
Create a new alert rule that fires when a metric meets a condition. Optionally scoped to a specific company_id; if omitted, the alert applies to all followed companies. Requires Advisor tier.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Human-readable alert name | |
| company_id | No | Optional company ID — if omitted, alert applies across portfolio | |
| metric | Yes | Metric key (e.g. 'pe_ratio', 'revenue_growth', 'insider_buying_90d') | |
| condition | Yes | How the metric should match: above, below, crosses_above, crosses_below, equals | |
| threshold | Yes | Threshold value to compare against |