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Watchlist

OVERVIEW

A watchlist is your own short list of stocks. Tapeboard uses it to show live prices, to decide whose halts and news to alert you about, and to power your dashboard. You can build one without an account, and save it when you are ready.

The watchlist page with the add box and starter lists

Path: /watchlist — or /watchlist?add=NVDA,TSLA to land pre-populated with specific tickers.

Shortcut: none — it sits in the app shell (the market ticker bar runs across the top) with a ← BACK TO TAPEBOARD link above the page header as the quick way back.

Tier-gate: Free / unauthenticated — the whole page works with no account. Saving a list requires an account (created inline, on this page, if you don't have one).


WHAT RENDERS AT /WATCHLIST

Three different things render at /watchlist, depending on who's looking and what they already have:

State What you see
Guest, empty Three starter-list cards (desktop) or one-tap chips (mobile) to seed a list instantly, plus a manual add box
Guest or signed-in with no saved lists, populated A live quick list — symbol, name, price, and % change per row — backed by your browser only (sessionStorage) until you save it
Signed-in with one or more saved watchlists A real list switcher (a pill row of your watchlist names, each showing its symbol count) over your actual account data, read the same way the in-app sidebar watchlist panel reads it. Starter cards never show for this cohort — there's nothing to seed, you already have real lists

Mixed-asset quote resolution

Quotes use a batched, cross-asset lookup — equities via one path, crypto and FX via their own — so a mixed list of stocks and BTC resolves correctly instead of one of them coming back empty. A quote outage on one symbol shows Quote unavailable on that row only — the rest of the list keeps working.


WHEN TO USE

  • Shared or agent-generated links — ?add= links work instantly, no login wall.
  • New visitor cold-start — lets visitors see the product do something with real tickers before signing up.
  • Daily watchlist — once saved, the same list powers the Dashboard's Watchlist Movers and Watchlist Earnings panels and the in-app sidebar watchlist panel.

FEATURES

Starter Lists

Available to guests and signed-in accounts with no saved lists.

Desktop — three data-backed cards:

Card Contents Live data?
This week's insider buys Tickers with clusters of Form 4 buys (company executives buying their own stock) in the last 5 trading days No
Earnings this week Names reporting in the next several days No
Most-shorted leaders Pulled live from the public Squeeze Leaderboard endpoint — the only one of the three that's genuinely live Yes

Each card has a Try this watchlist button.

Mobile — three one-tap chips:

Chip Tickers
MEGA_CAP AAPL, MSFT, NVDA, AMZN, GOOGL
AI_LEADERS NVDA, AMD, PLTR, SMCI, ARM
PENNY_RUNNERS SNDL, MULN, BBIG, GNS, ATER

Seeding Behavior

  • Empty list — picking a starter seeds it directly with no prompt.
  • List with existing tickers — an inline chooser appears (2026-07-09):
Option Effect
REPLACE LIST Swaps the entire list for the starter's tickers
ADD TO LIST Merges the starter's tickers into the existing list
CANCEL Exits with the list untouched

Undo a seed

After either action, a single-shot "Added N tickers — UNDO" notice appears. Tapping Undo restores your exact prior list. A manual edit after a seed (adding or removing a ticker by hand) clears the pending undo, since restoring an old snapshot after you've already changed things would silently discard that edit too.

Saved Lists (Signed-In)

When you are signed in with at least one saved watchlist, /watchlist renders that list — a switcher of pill buttons (one per watchlist, each showing its ticker count) above the rows for whichever one is active. Use + New list to create one, Rename to rename the active list, and Clear all to empty it. You can delete a list only when you have at least 2. Adding or removing a ticker here writes straight to that account watchlist (the same store the in-app sidebar panel and the Dashboard's watchlist panels read), so every surface stays in sync. This is a different render path from the guest quick-list view; the two never mix for an authenticated user who already has real lists.

Signed-in Watchlist page: the pill-row switcher with per-list ticker counts above the active list's rows, and the management bar (+ New list / Rename / Clear all)

Per-Ticker Notes and Color Tags

(Added 2026-08-16)

Every ticker on a saved (signed-in) list can carry a free-text note — your thesis, entry plan, or the catalyst you're waiting on. Click the pencil on a row and type a note; saved notes show under the row.

Click the small dot beside a symbol to pick a color tag: green, amber, red, blue, purple, or slate.

  • Guest quick-lists live in your browser session only and do not carry notes or color tags — save the list to keep them.
  • Signed-in users can also rename, switch, and reorganize multiple lists inline from /watchlist without leaving the page.

Import Tickers in Bulk

Click the import button in the list bar, paste tickers separated by commas, spaces, or new lines (for example AAPL, MSFT, NVDA), then choose to add them to an existing list or create a new one.

Export a List (Terminal)

Terminal accounts see a download icon in the watchlist panel that saves the list as a CSV file. Other plans do not have it.

Save / Claim a Guest List

Save this watchlist converts a guest quick list into a real account list.

Your state What happens
Not signed in Prompts for email, password, and 18+/Terms confirmation; creates account and claims the guest list in one step
Signed in, no saved lists Folds the guest list into your account immediately

After saving you land back on /watchlist seeing the exact list you just built, now persisted to your account.

Tier Limits

Plan Tickers per list
Logged out 50, in your browser only
Free 10
Pro 50
Terminal Unlimited

HOW TO USE

  1. Open /watchlist — no login needed.
  2. Seed a list: tap a starter card (desktop) or chip (mobile), or type tickers manually in the add box (it reads Add stock, crypto, or FX...) and pick from the dropdown.
  3. Mix asset classes freely — stocks, crypto, and FX all work; quotes are batched across asset classes so a mixed list resolves correctly.
  4. Rearrange rows using the up/down arrows on each row to put names in the order you'll actually check them. Reordering is instant.
  5. If your list already has tickers and you tap a starter, choose REPLACE LIST, ADD TO LIST, or CANCEL from the inline prompt.
  6. Review live quotes — symbol, name, price, and % change update in real time.
  7. Optional: tap Save this watchlist to persist the list to an account. Create an account inline if you do not have one.
  8. Once saved, manage lists via the pill-row switcher and management bar at the top of the page.

Pre-populate via link

Share or bookmark /watchlist?add=NVDA,TSLA to open the page already populated with specific tickers — useful for agent actions, share links, or onboarding flows.


HOW LISTS ARE USED ELSEWHERE

  • Halts: a stock on your watchlist triggers a halt card in the scanner and halt alerts in your notifications. See Halts.
  • Scanner: add the Watchlist panel from the Add menu, or right-click a scanner row and choose Add to Watchlist. On a phone, tap + WATCHLIST on a card.
  • Alerts and news: turn on the watchlist rows in Settings, then Notifications.

KEYBOARD SHORTCUTS

No keyboard shortcuts are assigned to this page. Use the ← BACK TO TAPEBOARD link above the page header to return to the main app.


TROUBLESHOOTING

Symptom Fix
My list vanished It was a quick list that was never saved. Save it next time.
A ticker was ignored Use 1 to 10 letters, digits, dots or hyphens, such as BRK.B.
Quote unavailable The price lookup failed for that row. Reload to retry.
The add was refused You have reached your plan's limit.