Emails and alerts in TRINITY

What TRINITY emails are for

TRINITY can send email when your workspace enables it and you turn options on. Messages are meant to help you notice important context—portfolio changes, optional Hunt-style picks, or scheduled automation activity—not to replace the app or your own judgment.

Emails are not:

• Personalized investment advice
• Trade instructions or orders at your broker
• Guarantees about timing, completeness, or future results

Read Disclosures for how TRINITY describes its role. Educational materials here stay non-developer: you use IRIS menus, not service URLs.

Two places settings can live

Many investors only need this rule: check both the portfolio and your account (or notification preferences) if mail does not match what you expect.

1. Per-portfolio settings — On each portfolio in IRIS, Settings includes Email notifications (wording may vary slightly by build). Toggles there apply to that book only.
2. Account-level email preferences — Where IRIS exposes them (often under Account or Notifications), you may see categories such as daily portfolio-style mail, ARTEMIS trade picks, ARES trades, or related transactional mail. Those controls apply across portfolios for your signed-in user.

If a category is off in either place (where your deployment enforces both), you might not receive that type of message. When in doubt, confirm both layers and Save portfolio settings after changes.

Behind the scenes, engineers refer to the system that sends many of these messages as ECHO—you may see that name in status pages or tooltips (for example on the Symbols checker digest option). In guides we still describe what you tap in IRIS first.

Types of email (aligned to IRIS)

Exact labels match the Portfolio → Settings tab in IRIS where present.

Daily email notifications

When enabled for a portfolio, this is the daily portfolio style message: summaries tied to that portfolio’s performance, alerts, and position context, as described in the in-app tooltip.

• What it is not: A broker confirmation, tax document, or promise that every alert fired that day appears in one mail.

Symbols checker digest (weekday mornings)

Off by default per portfolio—opt in only if you want it.

When on, IRIS explains (in the tooltip) that you receive weekday morning digests that include market-wide symbol-checker content—for example a 48-hour style update, weekly summary, and transition watchlist—across a broad universe, not just tickers in one portfolio.

• Who it suits: Investors who want a scanner-style pulse on the wider market.
• Who may want it off: If your inbox feels noisy or you prefer to pull symbols manually in the app.
• Transparency: This digest is not limited to your holdings; scope is intentional.

ARTEMIS daily trade picks

Daily mail with ARTEMIS-style trade picks: the product references cash options and equity swap suggestions (up to the limits described in IRIS tooltips).

• Tie this to Hunt and Cash Hunt thinking—same recommendation family, formatted for email. See How Hunt and Cash Hunt fit your process.
• Picks are ideas subject to your risk settings and fresh analysis—not orders.

ARES trade notification emails

When automated trading (ARES) is part of your workspace, a portfolio may send mail after executed automation trades. That toggle often lives with automation controls as well as portfolio settings.

• Read Automated trading with TRINITY and Reading automation decision logs before relying on mail alone—you should still review logs and positions in IRIS.

Welcome and portfolio-created mail

Some deployments always send welcome or portfolio created messages so you can confirm the product reached the right inbox. You may not see a toggle for those categories on the account screen; treat them as onboarding, not strategy advice.

In-app alerts (different from email)

Portfolio alerts inside IRIS (targets, stops, signal or stage context) are heads-up rows tied to positions. They can overlap topics with email but are not the same channel.

• For how to read alert types and severity, see Your portfolio in TRINITY.

Timing and expectations

• Many digests and automation-adjacent mails target weekdays; exact local times depend on your workspace schedule.
• After you flip a toggle, do not assume instant delivery—processing and cutoffs can delay the first message until the next run.
• If you manage multiple portfolios with overlapping options, mail can feel repetitive; adjust toggles per book or turn off categories you do not need.

Transparency: what the content is based on

Emails summarize model-backed outputs you can also inspect in IRIS: stages, signals, Hunt/Cash Hunt candidates, optimization-flavored picks, and portfolio state. See Where the numbers come from and Reading trading signals.

If a line in mail disagrees with a symbol page, check timestamps and staleness the same way you would inside the app.

If something looks wrong

For not receiving mail, partial mail, or too much mail, start with Email and notifications in the FAQ—check spam folders, confirm the correct portfolio is selected, and verify both portfolio and account toggles where your build uses both.

Related

• Your portfolio in TRINITY
• IRIS app map and TRINITY services
• Status, delays, and “is it broken?”
• Glossary (ECHO, Symbols checker digest)