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§02 CHARTS - MY WATCHLIST

— Personal ticker list with live prices, %change, and chart linking.

URL: tapeboard.com/watchlist


What It Is

My Watchlist is a persistent, named list of tickers that follows you across the terminal. It surfaces in the Dashboard (§07 WATCHLIST_MOVERS), the Charts panel sidebar, the Calendar's AI Earnings Preview, the News filter, and the Correlation tool. Each panel in multi-chart mode can independently link to a watchlist slot by colour.

MY WATCHLIST


A watchlist per section.

Now each section remembers the watchlist you last used there. While you're in Forex, switch the panel to your Forex list once, and from then on Forex always opens with it; Crypto shows your crypto list; Commodities its own; and so on.

Tier Limits

Plan Max Symbols Max Lists
Free 10 1
Pro 50 Unlimited
Terminal Unlimited Unlimited

Adding Tickers

Four entry points — all write to the active list:

Method How
+ Add ticker… input on the bootom — type a symbol and press Enter
[ WATCH ] button On any Research page — adds that ticker to the active watchlist
Scanner shortcut Highlight a row, press W
⌘K palette Type >watch NVDA to add without leaving the current page

ADD_TICKER

Start typing the ticker symbol. The platform will display matching suggestions, allowing you to select the correct asset type, such as stock or crypto, when multiple results share the same ticker.

ADD_TICKER_FOREX


Removing/Renaming Watchlist/Symbols

Method How
Trash icon Hover any row in the watchlist panel — click × or the trash icon to remove
Move mouse on the symbol *
Rename In the top right select Rename watchlist F2
Bulk In the top right select Bulk import tickers
Export In the top right select Export watchlist like CVS
Clear In the top right select Clear all items from watchlist
Delete In the top right select Delete this list
Close In the top right select Close watchlist

Tickers Filter

The filter bar appears above the watchlist ticker list. Click right on the header of the Watchlist

Control Function
Search input Type any partial ticker or name — list filters in real time
[ A–Z ] sort Toggle alphabetical sort ascending / descending
[ Price ] sort Sort by Price
[ Chg% ] sort Sort by intraday % change — gainers or losers first
[ Vol ] sort Sort by volume
[ Last ] sort Sort by
Category tags Filter by sector tag if tags have been applied to symbols

Tickers_Filter

Filters are session-scoped — cleared on page reload. Sort preference persists per-account.


Managing Lists

watchlist_Managing_Lists


Bulk Import Tickers

Bulk-add symbols paste directly.

Click [ IMPORT ] in the watchlist panel toolbar

AAPL
NVDA
MSFT

or with a header:

symbol,notes
AAPL,core hold
NVDA,momentum
MSFT,swing watch
Bulk_import_tickers

Create a new watchlist
Merge into existing

Bulk_import_tickers

Notes column is ignored on import — symbols only.

Tier cap

Import stops at your tier limit. Free accounts importing more than 10 symbols will have the excess dropped — the first 10 rows are imported.


Export Watchlist like CVS

Download the active watchlist as a CSV file.

Export_Watchlist_like_Cvs

  1. Click [ EXPORT ] in the watchlist panel toolbar
  2. A .csv file downloads immediately — filename: watchlist-<listname>-<date>.csv

Export format:

symbol,added_at
AAPL,2026-05-10
NVDA,2026-05-12
MSFT,2026-05-14

Use the exported file to re-import to a different account, back up your lists, or load into a spreadsheet for further analysis.

Delete one ticker from the list

Delete_one_ticker_from_the_list


Clear all items from watchlist

Clear_all_items_from_watchlist

Clear_all_items_from_watchlist


Delete this list

Destructive action

Deleting a list permanently removes it and all its symbols. This cannot be undone.

Close Watchlist

Close_Watchlist


Open Watchlist closed

On every page in the right side

Open_Watchlist_closed


Create a New List

To create a new list, the current procedure is to import the tickers. The list will then be created automatically with a name such as “Import” followed by the import date. After the list is created, it can be renamed.


Rename a List

Rename_watchlist

Once clicked on the name you can rename and hit ENTER or F2


Switch Active List *NOT ACTIVE YET

Click the watchlist dropdown and select any saved list. The active list is the one referenced by the Dashboard panel, Calendar AI preview, and News filter.


Watchlist Across the Terminal

The active watchlist feeds multiple modules automatically:

Module How it uses the watchlist
Dashboard §07 WATCHLIST_MOVERS — sorted by intraday % change
Dashboard §09 WATCHLIST_EARNINGS — next 7 days of earnings for your tickers
News Watchlist filter tab — headlines mentioning your tickers only
Calendar AI Earnings Preview scopes to the active watchlist
Correlation [ + WATCHLIST ] button bulk-loads all symbols
Alerts Suggested targets default to watchlist tickers

Troubleshooting

Watchlist panel is empty after import. The import hit the tier cap — Free is limited to 10 symbols. Check Settings → Plan to see your current count vs. limit.

Symbol added but not showing live price. The ticker may not be in the active streaming universe. Very illiquid OTC names and some international tickers do not receive a real-time quote. Price will update on the next poll cycle (15s).

Watchlist Movers on Dashboard is empty. No active watchlist is selected, or the active list has no symbols. Open /watchlists, confirm a list is active, and add at least one symbol.

Export CSV is missing symbols. Only symbols in the currently active list are exported. If you have multiple lists, switch to the right one before exporting.

W key shortcut not working in Scanner. The shortcut fires only when a row is highlighted and focus is outside an input field. Click a row first to select it, then press W.