Investments · Investment rules

Investment Alerts

Every brokerage. One alert feed.

Your holdings. Your rules. Watch your accounts and your partner's shared ones, with price targets, portfolio milestones, and drawdown context that tells you when something changes.

Investment Alerts in the Investments tab
20alert types to make your own
11Starter Pack alerts in one tap
Your rulesyour accounts or shared household
LESS CHECKING. MORE LIVING.

Meet Investment Alerts.

A quick look at the little details that make a big difference.

Play on your terms. No autoplay. The silent tour includes on-screen text; the other versions add sound effects.

Read the tour overview

Your holdings. Your rules. Watch your accounts and your partner's shared ones, with price targets, portfolio milestones, and drawdown context that tells you when something changes.

  • Every brokerage. One alert feed. Follow your holdings and your partner's shared accounts in one place, with alerts configured around the changes you care about.
  • Set it once. Know when it crosses. Choose a price target. Alerts fire on the crossing, not every check above the line, and re-arm after the price backs off. Holdings context keeps the number meaningful.
  • Context, not panic. A drawdown from the high and a change from your cost tell different stories. See the context behind the movement without treating an alert as a recommendation.
  • Two brokerages. One household. Scope rules to your accounts, shared accounts, or the household. Partner positions, dividends, and large-trade alerts only come from accounts they chose to share.
  • Eleven alerts. One tap. The Starter Pack includes portfolio moves, drawdowns, milestones, top-holding highs, dividends, and partner activity. Edit the defaults or build your own rules.
  • Twenty ways to stay in the know. Track price targets, daily moves, milestones, all-time highs, drawdowns, 52-week highs and lows, concentration drift, cost changes, moving-average crosses, unusual volume, positions, dividends, large trades, and idle cash.
A SMALL SETUP. A CLEARER PICTURE.

Make it work your way.

  1. Connect your investment accounts and open investment alerts.
  2. Start with the 11-alert Starter Pack, or create a rule for the price, milestone, or activity you want to follow.
  3. Choose your account scope, thresholds, and quiet hours. Review alerts in-app, by email, and in your weekly digest.
BUILT FOR REAL LIFE, TOGETHER

Your money. A little more connected.

Explore Investment Alerts in Chip In and make your preferences your own.

Chip In provides account aggregation and notifications you configure. It does not provide investment, tax, or legal advice. Market data provided by Financial Modeling Prep may be delayed. Partner activity is limited to accounts they choose to share. Illustrative alerts, securities, and figures shown.

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