Needs a look

Needs a look lists what AlertDesk wasn't sure of. Nothing there is guessed: each item shows the rows or letter involved and says what you can do.

Possible matches to confirm

A trade that looks like it followed a service's rec, but not exactly (another strike, a few days later). Say whether you followed it; until then it isn't counted for the service.

Positions set aside

A position AlertDesk couldn't work out from your history -- often something bought before the history begins. Import more history, or a positions file, or enter a starting position.

Rows AlertDesk couldn't read

A row of a broker file with an action word it doesn't know, or a cell that doesn't read. Kept exactly as written; it says why.

Differences with your broker's files

Where your positions file or realized gain/loss file disagrees with what AlertDesk worked out, with both numbers side by side.

Manual fills your broker file doesn't show

A trade you entered manually, still unmatched after a later broker file: check it, or delete it.

Mail from a sender AlertDesk doesn't know

Three choices: put it with a service -- one in the list (its letters are read as that service's), or A new service…, which asks for the new service's name (and its publisher, if you know it) and makes it: the sender is then known and its letters are kept under that service, though AlertDesk can't read their recs until a pack for it comes with an update; Not a letter — skip just this one (this email only: the address stays unknown, and its next letter asks again); or Ignore everything from this address, now and later (its mail is filed quietly; Settings → Mailbox & services → Ignored senders lists it, with Stop ignoring to bring its letters back here). Google's own mail and your services' marketing mail never land here.

From an address you ignored, but it looks like a letter

The safety net: mail from an ignored address that a service's pack reads as a letter with recs is never filed quietly. It waits here, nothing counted, with the same choices: put it with the service, skip just this one, or keep ignoring the address.

Letters AlertDesk recognised but couldn't read

A service's letter whose layout has changed: kept as received, nothing read from it, until its pack is updated.

Closes of a service's rec not scored

No price for the service's exit day (often an evening the computer was off). Nothing to do: it's counted with its realized P/L and never estimated.