Product guide

Watchlists & Discovery

Use watchlists to turn a broad universe of instruments into a focused list of names worth reviewing.

Personal watchlists

Add a ticker from the chart hero to Favorites or to one of your personal watchlists. Use a watchlist for a purpose, not simply as a long list of symbols.

Favorites

A quick inbox for names you want to revisit soon.

Setups

Separate lists for breakouts, pullbacks, earnings candidates or long-term research.

  1. Search for a ticker and open its chart.
  2. Select the watchlist control near the ticker identity.
  3. Add the instrument to Favorites or choose an existing list.
  4. Use Manage lists to rename, organise or remove lists and members.

From scanner to chart

The scanner is best used as a discovery tool. It produces candidates; the chart helps you decide whether a candidate deserves a plan.

  1. Run a focused scan, such as trend continuation or unusual volume.
  2. Open a candidate in the chart.
  3. Check higher-timeframe trend, nearby levels, volatility and liquidity.
  4. Add only the best candidates to a purpose-specific watchlist.
  5. Create alerts for the levels that would confirm or invalidate the setup.
Keep the list actionable: if a ticker has no clear next action, move it to a research list or remove it. A smaller watchlist is easier to review consistently.

A simple daily routine

WhenAction
Before the sessionReview alerts, earnings and news for your active lists.
After a scanInspect chart context before adding a name to a setup list.
After the closeUpdate or remove invalidated setups; preserve only the names with a defined thesis.
↑