6) Get notified by sell alerts

The step-by-step tutorial to get started with Crypto Excel.

I) Sell alerts

A sell alert is triggered as soon as a cryptocurrency’s price:

• Reaches one of the target levels (TP1, TP2, or TP3), or

• Falls below the stop-loss threshold (SL).

When this happens, the corresponding cryptocurrency line is highlighted.

Alert colors

Each type of alert has a distinct color:

• Stop-Loss (SL) -> Red

• Take-Profit (TP) -> Blue

  • Faded blue for TP1

  • Medium blue for TP2

  • Bright blue for TP3

In the video below, we simulate the display of all four alerts (TP1, TP2, TP3, and SL) by successively adjusting Solana’s price thresholds to match the current market price.

Double-click or press the “F” key to display the video in full screen.

Display of the 4 sell alerts: TP1, TP2, TP3 and SL

Display of alerts

• The highlight extends to the column corresponding to the alert level (TP1, TP2, TP3, or SL).

In the image above, Solana has reached TP3, while Bitcoin has reached TP1.

• Additional information appears directly inside the alert cell:

  • Exit percentage

  • Capital to withdraw

• These values reflect the parameters you previously defined in these windows:

  • “Strategy” (see 4) Set up exit positions)

  • “Sell alerts” (see 5) Generate automated positions).

When the thresholds are reached, these metrics are automatically displayed on your dashboard.

Monitoring indicators

At the top of the “Objectives” panel, indicators continuously show the number of active sell alerts in your portfolio.

In this example, 18 cryptocurrencies have reached their target prices: 10 at SL, 2 at TP3 and 6 at TP1.

Applying (or not) your strategy

• When an alert appears:

  • No sale is executed automatically.

  • You remain solely responsible for deciding whether to close your position.

• As a reminder, Crypto Excel is designed to help you prepare your strategy in advance, so you can apply it when the time comes.

  • If you have already placed a limit sell order on your exchange, it will execute automatically.

  • However, if your strategy has evolved or you wish to take advantage of a bullish trend, you may choose to postpone the sale.

Pour perform the sale:

• Log in to the exchange or wallet holding the cryptocurrency affected by the sell alert.

• Sell the amount corresponding to the exit percentage defined in your strategy.

  • Example: you hold 1 BTC.

  • TP1 target price reached, exit percentage set at 10%.

  • -> You sell 0.1 BTC.

• Then, add the “Sell” transaction to your dashboard (see 3) Add and edit transactions).

• Finally, update your strategy.

Examples of Strategy Adjustments:

• If you sell part of your position after reaching TP1, you can shift your target prices up by one step:

  • Your former TP2 becomes the new TP1.

  • Your former TP3 becomes the new TP2.

  • You create a new TP3 (or leave it empty).

-> This update clears the highlight associated with the alert on your dashboard.

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II) Follow Notifications

• As seen earlier, any unprocessed sell alert remains visible on your dashboard.

• These alerts can continue to evolve, making it difficult to track what exactly happened in your portfolio.

• To address this, Crypto Excel offers two complementary tracking methods.

Via the side panel of your dashboard

• Click the bell icon in the top-right hand corner of your dashboard.

• A sidebar will open, summarizing all status changes for your sell alerts.

  • New target reached:

    • nothing -> TP1

    • TP1 -> TP2

    • TP2 -> TP3

    • nothing -> SL

  • Return to a previous target:

    • TP3 -> TP2

    • TP2 -> TP1

  • Expired alert:

    • TP1 -> nothing

    • SL -> nothing

Side panel for Sell Alerts Status Changes

Receive a daily email

You can also receive a daily summary email of all alert status changes, automatically sent at the time of your choice.

With this option, there’s no need to check your dashboard to stay informed.

To activate this option:

• Click your profile icon to open the dropdown menu.

• Select “Notifications”.

Quick access to email notifications

• In the “Receive Notifications” pop-up window, fill in the following fields:

  • Time: Choose the desired sending time (UTC+2).

  • Email address: Enter the address where you wish to receive the daily email.

This address can be different from the one linked to your Crypto Excel account.

“Receive Notifications” window

• You’ll receive the email every day at the chosen time, with a summary of recent events.

If multiple status changes occur for the same cryptocurrency within the last 24 hours, only the most recent one will appear in the email.

To deactivate email notifications:

• Clear the email address field.

• Click “Confirm”.

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III) Minimum Profit / Loss condition

The “Generate automated positions” window contains a third line that we have not yet covered:

• Minimum Profit / Loss

Minimum Profit / Loss condition applied to all four thresholds (TP1, TP2, TP3, and SL)

This option allows you to add an additional condition for displaying sell alerts, based on a minimum profit or loss threshold.

This setting is optional. You can leave the fields empty if you do not wish to use it.

Thanks to this condition, sell alerts will not be displayed for cryptocurrencies that represent too small a share of your portfolio (those whose sale would have a negligible impact on your overall profitability).

This setting helps avoid alert overload in portfolios containing many cryptocurrencies, allowing you to focus on the ones that truly matter.

• Once configured, this condition applies to both exit positions:

  • Manual (see 4) Set up exit positions)

  • Automated (see 5) Generate automated positions)

• The values entered must be strictly positive, even in the case of losses (Stop-Loss).

Alert activation criteria

Once this setting is enabled, a sell alert will only appear if both of the following conditions are met:

• For TP1, TP2 and TP3:

  • The current price is above the target price (TP1, TP2 or TP3) AND

  • The unrealized profit exceeds the minimum profit treshold.

• For SL:

  • The current price is below the stop-loss limit treshold (SL) AND

  • The absolute value of the unrealized losses exceeds the minimum loss treshold.

• Losses are shown in the “Profit / Loss” column with a negative sign (e.g., -€310).

• The absolute value converts this number into a positive value (€310) before comparing it to the defined threshold.

Example:

• In the video below:

  • Solana’s exit positions were set manually.

  • Bitcoin’s exit positions were generated automatically.

• As soon as the Minimum Profit / Loss condition is enabled, the sell alert will no longer trigger, even if the price targets are reached.

Double-click or press the “F” key to display the video in full screen.

After setting the minimum profit threshold to €700 for TP1, it stops appearing for both cryptocurrencies in the portfolio.

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IV) Conclusion

We have gone through all the features of Crypto Excel.

We hope this documentation has shown you the full value of a cryptocurrency portfolio manager.

• If you need to create an account, sign up by following the instructions provided in: 1) Create an account

• We detail the content of our updates in Patch notes, so feel free to check it regularly to discover what’s new!

• Finally, connect with the rest of the community by joining our Discord server.

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Please feel free to ask questions if you need to. We will continue to expand this documentation based on your feedback.