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How to Configure Notification Preferences

Overview​

Control what notifications you receive and how they're delivered.

Steps​

1. Navigate to Notifications​

Go to Settings > Notification Settings

Screenshot: Notification settings

2. Enable/Disable Categories​

Trading Notifications:

  • Trade sync completed
  • New trades imported
  • Large P&L trades
  • Daily summary

System Notifications:

  • Connection issues
  • Sync failures
  • Maintenance alerts
  • Feature updates

Analytics Notifications:

  • AI analysis complete
  • Performance milestones
  • Goal achievements
  • Weekly summaries

Screenshot: Notification categories

3. Choose Delivery Methods​

For each notification type:

  • ☑️ In-app notification
  • ☑️ Email
  • ☑️ Browser push
  • ☑️ Mobile push

Screenshot: Delivery methods

4. Set Quiet Hours​

Do Not Disturb:

  • Enable quiet hours
  • Set start time (e.g., 10:00 PM)
  • Set end time (e.g., 8:00 AM)
  • No notifications during this time

Screenshot: Quiet hours

5. Save Preferences​

Click "Save Notification Preferences"

Success!​

Notification preferences configured.

Notification Types​

Trading Alerts​

🔔 Trade Synced: New trades imported
🔔 Sync Complete: Broker sync finished
🔔 Import Success: CSV import done
🔔 Big Trade: P&L exceeds threshold

Performance Alerts​

📊 Daily Summary: End-of-day recap
📊 Weekly Review: Week's performance
📊 Milestone: Goal achieved
📊 Record Broken: New personal best

System Alerts​

⚙️ Connection Lost: Broker disconnected
⚙️ Sync Failed: Error in sync
⚙️ Update Available: New features
⚙️ Maintenance: Scheduled downtime

Screenshot: Alert types

Delivery Preferences​

In-App Notifications​

  • Bell icon in header
  • Notification center
  • Read/unread tracking
  • Click to view details

Email Notifications​

  • Sent to registered email
  • Grouped by category
  • Unsubscribe per category
  • Daily digest option

Browser Push​

  • Desktop notifications
  • Even when app closed
  • Click to open app
  • Requires permission

Mobile Push​

  • Phone notifications
  • Lock screen display
  • Vibration/sound
  • Action buttons

Screenshot: Delivery types

Frequency Settings​

Control Frequency​

Instant: Real-time alerts
Digest: Once daily summary
Weekly: Weekly roundup
Off: Disabled

Set per notification category.

Threshold Settings​

Alert Triggers​

Set thresholds for:

  • P&L Alert: When trade P&L > ₹5,000
  • Win Streak: After 5 consecutive wins
  • Loss Streak: After 3 consecutive losses
  • Daily Limit: When approaching max loss

Screenshot: Thresholds

Priority Notifications​

Never Miss​

Mark as high priority:

  • Critical alerts
  • Connection issues
  • Security alerts
  • Important updates

Bypass quiet hours if enabled

Notification History​

View Past Notifications​

  1. Click bell icon
  2. See all notifications
  3. Read/unread status
  4. Archive read ones
  5. Clear all option

Screenshot: Notification center

Mobile App Notifications​

App-Specific​

Configure separately for:

  • iOS notifications
  • Android notifications
  • Sound/vibration
  • Badge count

Email Digest​

Consolidated Emails​

Instead of many emails:

  • Enable daily digest
  • One email per day
  • All notifications included
  • Sent at preferred time

Screenshot: Email digest

Test Notifications​

Send Test​

  1. Click "Send Test Notification"
  2. Choose type to test
  3. Receive test notification
  4. Verify settings working

Quick Tips​

  • Enable critical notifications only
  • Use quiet hours for better sleep
  • Email digest reduces inbox clutter
  • Test after configuration
  • Review preferences quarterly

Notification Best Practices​

✅ Trading: In-app + Email
✅ System: All channels
✅ Analytics: Email digest
✅ Quiet hours: 10 PM - 8 AM

Avoid​

❌ All notifications enabled
❌ No quiet hours
❌ Missing critical alerts
❌ Notification overload

Permissions​

Grant Access​

Browser: Allow notifications
Mobile: Enable in phone settings
Email: Whitelist sender

Screenshot: Permissions

Next Steps​

Troubleshooting​

Not receiving notifications? Check permissions
Too many notifications? Use digest mode
Missing important ones? Review category settings
Emails going to spam? Whitelist sender
Need help? Contact support@tradelyser.com