Executive Summary (TL;DR) The ASTRO Alerts Overview explains the ASTRO-specific alerts displayed on the Orion Trading Platform account dashboard and what each alert indicates. It highlights how these alerts help identify accounts requiring attention, such as tracking error, tax-loss harvesting, risk, cash, or model assignment issues, and guides users to the ASTRO Alerts page for further review.

 

 

What Does This Article Help Solve?

Common Real-Life Questions Users Ask About ASTRO Alerts

"Why is an account showing an ASTRO alert on the dashboard?"

"What does each ASTRO alert mean, and which accounts require attention?"

"Why did an account trigger a “Tracking Error Out of Tolerance” alert?"

"What should I check when an account is flagged for “Risk Out of Tolerance” or “Cash Out of Tolerance”?"

 

 

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Why Use ASTRO Alerts?

What Are ASTRO Alerts?

How to Review ASTRO Alerts?

 

 

Why Use ASTRO Alerts?

• Identify accounts that need attention: Quickly spot ASTRO accounts with tracking error, risk, cash, or model assignment issues directly from the dashboard.
  
  
• Prioritize trading opportunities: Surface tax-loss harvesting opportunities to support timely portfolio management decisions.
  
  
• Monitor portfolio alignment: Review accounts that fall outside established tracking error, risk, or cash tolerance levels.
  
  
• Streamline account review: Select an alert to open a filtered view of the accounts that triggered the specific condition.
  
  
• Support efficient follow-up: Switch between alert types or use the Standard View to review all ASTRO accounts from one location.

 

 

What Are ASTRO Alerts?

ASTRO Alerts are dashboard notifications that highlight ASTRO-enabled accounts requiring attention based on specific portfolio conditions. These alerts identify issues such as tracking error, tax-loss harvesting opportunities, new model assignments, risk tolerance, and cash restrictions, helping users quickly locate affected accounts and review them from the ASTRO Alerts page.

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How to Review ASTRO Alerts?

Navigation: Orion Trading Platform (Eclipse) > Accounts > Astro Alerts

 

Enabling ASTRO in Eclipse displays several alerts within the account dashboard. These are clickable alerts that will navigate to the ASTRO Alerts page, which filters to show just those accounts that have triggered the alert.

The last two alerts in the left column and the last three alerts in the right column are ASTRO-specific alerts.

 

 

• Tracking Error Out of Tolerance: This will show all accounts that are linked to an ASTRO Model that have a current Tracking Error outside of the Min/Max Tracking Error set at the Template level
  
  
• Tax Loss Harvesting Opportunities: This will show any ASTRO Enabled account that has Tax Loss harvesting opportunities as defined by “Tax Loss Harvesting (TLH)” settings under the Orion Trading Platform firm preferences
  
  
• New Template Assignments: Any account that has either had a new ASTRO Model assigned to it or has changed ASTRO models will trigger this alert until that account has been optimized
  
  
• Risk Out of Tolerance: Any account that has Risk (projected 1 year standard deviation) outside of the tolerance band will trigger this alert.  The tolerance bands are based off of two items.  First, the target risk is the project 1 year standard deviation of the target strategy set in the template. Second, the bands are set based off of the “ASTRO - Risk Tolerance Deviation %” setting under preferences.
  
  
• Cash out of Tolerance: If the cash in the account is outside of the min/max cash restriction as defined from the “ASTRO Restrictions” settings, the alert will be triggered.

By clicking an alert, for example the “Tracking Error out of Tolerance” alert, it navigates to the Astro Alerts page. Change the “Dashboard Filters” to update the view to any of the other alerts or to view all astro accounts by selecting “Standard View”

 

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In Summary Monitor the dashboard: Check ASTRO-specific alerts for accounts requiring attention. Review alert details: Select an alert to view the accounts that triggered the condition. Address account issues: Investigate tracking error, risk, cash, model assignment, and tax-loss harvesting alerts. Use Dashboard Filters: Switch between alert types to focus on specific account conditions. Review all ASTRO accounts: Select Standard View when a broader account review is needed.