Watch Lists allow you to effortlessly access and switch between different symbols you are following for efficient tracking and monitoring of the performance without flipping through charts every minute. TrendSpider takes Watch Lists a step further by automatically sending SMS or email notifications when an indicated pattern has been spotted anywhere on your Watch List. For example, you might configure an alert to fire off when a golden cross occurs.
In this documentation, we will explore how to:
- Add Watch List Widget
- Create a Custom Watch List
- Select Watch List
- Filter Watch List
- Read 52 Week Range
- Sort Symbols
- Edit Watch List
- Delete Watch List
- Share Watch List
- Clone Watch List
Let’s get started 🚀
Add Watch List Widget
Step 1: Sign in to your TrendSpider account and navigate to the right side of the interface to select the Watch List widget from the list.
Step 2: Click on the “Watch” sidebar widget.
Step 3: Click on the “Add to the Sidebar” option to add the Watch List widget.
The Watch List widget will populate in the sidebar column as can be observed below:
Create a Custom Watch List
Step 1: Click on the vertical ellipsis (⋮) to unlock multiple options for managing the Watch List and adding a new one.
Step 2: Select Create New Watchlist from the dropdown.
Step 3: A modal window for creating the Watch List will appear. Enter the name of your Watch List and find a symbol to add. To add the symbol, simply perform a quick search in the search field for any asset class either by typing the name or ticker symbol. The symbols you add will appear in the list.
Step 4: Click on CREATE and your Watch List will be added to the list.
The Watch Lists created by you are labeled with the “custom” tag in the list.
Tip: You can also click on the Favorite Symbol (denoted with ★) to add the ‘existing symbol on the chart’ to your custom Watch List. Every time you revisit your favorite symbols, the star will turn to Yellow ⚡
Select Watch List
Apart from the custom Watch List you create, TrendSpider also offers premade watchlists to the traders like Russell 2000 Index, Dow Jones 30, S&P 500 Index, etc. You can scroll through the list and select any Watch List (custom or premade) you would like to access.
You can also perform a direct Search by entering the Watch List name in the search field and making the selection.
Filter Watch List
You can filter the Watch Lists in the listing by checking or unchecking the categories from the top where “Yours” denote the custom Watch Lists created by you.
Read 52 Week Range
You can navigate to any symbol in your Watch List and check the underlying bar representing the 52-week range that the symbol has traded in.
You can navigate to a 52-week range bar and hover your cursor over the same to view:
1. The dot which represents the current price of the symbol
2. The top side area which represents the high side of the trading activity for the symbol
3. The bottom side area which represents the low side of the trading activity for the symbol
4. The light gray area which represents yesterday’s range
Hence, you can use the 52-week range bar to quickly understand how the symbol in the Watch List is trading throughout the year.
Sort Symbols
You can hover over any symbol added within the Watch List and click on the corresponding label/arrow to change its color.
Note*: To clear the label, simply right-click on the label or a two-finger click on the trackpad.*
Once you have assigned the colors to the labels of your symbols, you can easily sort and rearrange them based on colors by clicking on the sort icon at the top right corner of the Watch List widget.
Edit Watch List
You can edit your custom Watch List to execute the following modifications:
- Change the name
- Add the symbols
- Remove the symbols
Note*: You cannot execute edits or add symbols to the pre-made watchlists like Russell 2000 Index, Dow Jones 30, S&P 500 Index, etc.*
Step 1: Select the “custom” Watch List from the listing you would like to edit.
Step 2: Click on the vertical ellipsis (⋮) of your Watch List.
Step 3: Select Edit from the dropdown list.
Step 4: A modal window for editing the Watch List will appear, allowing you to execute the necessary modifications.
1. Rename the Watch List
2. Add extra Symbols
3. Remove existing Symbols
After making the relevant changes, click on the Save and your Watch List will be updated.
Delete Watch List
You can remove your custom Watch List from the listing, however, you cannot remove the premade watchlists like Russell 2000 Index, Dow Jones 30, S&P 500 Index, etc.
Step 1: Select the “custom” Watch List from the listing you would like to remove.
Step 2: Click on the vertical ellipsis (⋮) of your Watch List.
Step 3: Select Delete from the dropdown list.
Step 4: A confirmation window will appear. Click on the Yes and the Watch List will be removed.
Share Watch List
TrendSpider allows traders to share their proprietary Watch List developed on the TrendSpider platform with their subscribers.
Step 1: Select the “custom” Watch List from the listing you would like to share.
Step 2: Click on the vertical ellipsis (⋮) of your Watch List.
Step 3: Select Share from the dropdown list.
Step 4: A modal window will appear providing you with the option to select who can access your Custom Watch List while sharing. You can select any of the following two from the dropdown: Everyone with a link can access or Only specific people can access and click on Share to generate the link.
Selecting Everyone with the link generates a special link that anyone can use to subscribe and receive access to your watchlists. If they open the link, they will see a special page that describes what’s behind the link. If they click “Import this List”, they will be redirected to a TrendSpider application and confirmation request.
Selecting Certain People allows you to invite specific people via email. If they are TrendSpider customers, they will receive an email invitation and an in-app notification prompting them to access the materials. If they are not TrendSpider’s customers, they will receive an email invitation containing your affiliate link, if applicable.
Note*: You’re limited to five non-customer emails per share to prevent possible spam abuse. If you need to add more, please*contact us to discuss raising your personal limits.
If the content owner updates the sharing mode from a public link to specific emails, then everyone already subscribed to Watch List will lose access unless they are invited via email.
If the content owner revokes the public access to the Watch List, whether shared with everyone or specific people, then users subscribed to such Watch List will lose their access immediately.
Note*: If the content owner updates the Watch List, then all the subscribers shall receive the updates in real-time.*
Note*: If the content owner removes the Watch List or scanner entirely; subscribers to that watch list or scanner immediately lose access.*
Clone Watch List
When an existing Watch List is cloned, a complete copy of all the symbols added within it is done which you can use as a base for creating a new Watch List.
Step 1: Select the “custom” Watch List from the listing you would like to clone.
Step 2: Click on the vertical ellipsis (⋮) of your Watch List.
Step 3: Select Clone Watch List from the dropdown list.
Step 4: A modal window for cloning the Watch List will appear, allowing you to create a new Watch List by using the existing configuration as a base.
Step 5: You can choose to keep the existing configurations or edit the same for Name and added Symbols. Once done, then click on Create and the new Watch List will appear in the listing.