You can view our in-house shared watchlists, create your own set of stocks to watch or launch a stock’s OVI chart using our Watchlist app.

How to Use the Watchlist

A) Watchlist Folder

• The Platform launches the Starter Folder by default when launched from the Menu Bar.

• The watchlist folder name is indicated in the blue rectangular box at the upper left corner of the app. 

• Just below the blue box will be the list of stocks you’ve added into your "Starter Folder". This will be blank if you have not added any stocks

• The stocks are sorted according to their ticker symbol by default

B) Search and View a Stock’s OVI Chart

• To search for a stock, enter the stock name or ticker into the search box at the top of the Watchlist app. This will automatically bring up the stock’s OVI chart.

• Note that searching for a stock will automatically save it into your watchlist (look at the watchlist name in the blue rectangular box at the upper left corner) 

• If you have a list of stocks within your watchlist, you can easily scroll down the list using the up and down arrow keys of your keyboard

• Top/down navigation using the arrow keys will be disabled when you add/move/remove a stock from a watchlist or when you click on a chart function (e.g., toggling the 20-DMA, toggling the crosshair etc). Simply click on a stock ticker again to enable top/down navigation using the arrow keys

C) View Other Watchlists

• Click on the ≡ symbol on the far right of the blue rectangular box to bring up the watchlist folder window

• The Watchlist folder window is separated into a “User” and “OVI” tab

• Any watchlists that you have created will be listed under the “User” tab

• The “OVI” tab will contain our shared watchlists created by Guy

• If you are new to trading, we recommend getting started with “Guy’s Watchlist 01, 02, 02 and 04” under the OVI tab

• Please note that the “ACE 1, 2, 3” Watchlists are based on our semi-automated models and updates daily. Access to the “ACE” watchlists are reserved to our WiseTraders Summit and Home Hedge Fund members. 

D) Create New Watchlists

• Click on the ≡ symbol on the far right of the blue rectangular box to bring up the watchlist folder window

• Under the User tab, click on the + icon located beside “My Watchlists”

• Alternatively, you can automatically create a new watchlist when adding stocks into a watchlist with the “Add to” function (See “Add to” function in #5 below)

E) Remove/Move/Add Stock to and from a Watchlist 

• Remove/Move/Add individual stocks

1. Click the square box to the left of the stock symbol and a check mark will appear in the box

2. Click on the “trash can” button to remove, the “Add to” button to add the stock into a new watchlist or the “Move to” button to move the stock into a new watchlist

3. The remove/add/move to buttons are located to the right of the search stock bar (Look at the upper right section of the app). 
   

• Mass Remove/Move/Add stocks 

1. Click the box located to the left of the word "Symbol" (located below the blue rectangular box with your Watchlist folder name)

2. Click on the “trash can” button to remove, the “Add to” button to add all the selected stocks into a new watchlist or the “Move to” button to all the selected stocks into a new watchlist

3. The remove/add/move to buttons are located to the right of the search stock bar (Look at the upper right section of the app).
   

• The “Add To” function adds the selected stock into another watchlist while retaining its original location. The stock will appear under two locations (the new watchlist and its original watchlist) when you use this function. A new watchlist is automatically created when you select the “Add to new watchlist” option under the “Add To” function 

• The “Move To” function moves the selected stock from one watchlist to another. The stock will be removed from its original location and will only appear under one location (the watchlist where it has been moved to) when you use this function.

F) Pop-out the app 

• You can pop-out the watchlist app by dragging the Platform tab out from your browser or clicking on , the Pop-out button at top right corner of the app

G) Refresh App

• You can refresh the app by refreshing your browser or clicking on , the Refresh button at top right corner of the app

• We recommend you refresh the app upon making any changes to your watchlist (e.g., adding/moving stocks, creating new watchlist folders etc)

H) Toggle Table View

• The Table View displays extra optional information on the individual stocks 

• You can enable this by clicking on , the “Table View” button located between the refresh and information button

I) Locating stock in Watchlist

•  Under the "OVI Chart" tab, click on the first two symbols to the right of the "Add Journal" button to see which watchlist does the stock reside in

• The “Personal” tab will display your own personal watchlists whereas the “WiseTraders” tab displays our shared watchlists created by Guy

• The numbers within the icon indicate the number of watchlists where the stock resides in

J) Locating stock in Fast Filter category

• Click on the binoculars icon to display which fast filters the stock qualifies for 

• The number within the binoculars icon indicates the number of fast filters that produces the stock as a search result

• The Qualifying Fast Filters window (appears when the binocular icon is clicked on) will highlight the relevant TradeFinders that are producing the stock. Click on the number circle (at the right of the TradeFinder name) to display information on the fast filter that is producing this result

K) Journal your thoughts

• You can record your trades from the Watchlist app using the “Add Trade Plan” option under the "Add Journal" button

• The “Add Note” option is typically used to quickly jot down any thoughts in regards to the stock

• Your journal entries will appear under the “Journal” tab located  at the top of the app

• For more details on the journal’s functionality, refer to the Journal User Guide [Insert Link]