Watchlists Guide

Complete guide to creating, managing, and organizing watchlists in Stratify. Learn how to track stocks efficiently and use watchlists to power your trading workflow.

What Are Watchlists?

Watchlists are curated collections of stocks you want to track. Think of them as organized folders for different trading ideas, investment themes, or market sectors you're monitoring.

Creating Watchlists

You can create unlimited watchlists to organize stocks by any criteria that makes sense for your trading strategy.

Create a New Watchlist

1. Navigate to the Watchlists section
2. Click the "+ New Watchlist" button (top-right)
3. Enter watchlist details:

   Name (Required)

   Choose a descriptive name (e.g., "Tech Growth", "Dividend Stocks", "Day Trading Targets")

   Description (Optional)

   Add notes about the strategy or criteria for this list

   Color Tag (Optional)

   Assign a color for visual organization in the UI

   Visibility

   Private (default) or Public (future feature for sharing)

4. Click "Create Watchlist"

Naming Best Practices

Adding Stocks to Watchlists

Multiple ways to add stocks to your watchlists:

Method 1: Search and Add

1. Open the watchlist you want to add to
2. Click "+ Add Symbol" button
3. Type a symbol or company name in the search box
4. Select the correct stock from results
5. Click "Add"

Method 2: Bulk Import (CSV)

Import multiple stocks at once from a CSV file:

1. Click the menu icon (⋮) on your watchlist
2. Select "Import from CSV"
3. Choose a CSV file with symbols (one per line or comma-separated)
4. Map columns if needed
5. Click "Import"

Symbol,Name,Notes
AAPL,Apple Inc,Tech leader
MSFT,Microsoft,Cloud growth
GOOGL,Google,AI potential
TSLA,Tesla,EV market
NVDA,Nvidia,GPU/AI chips

Method 3: Add from Backtest Results

After running a backtest, you can add the tested symbols directly to a watchlist from the results page. Click "Add to Watchlist" in the backtest actions menu.

Method 4: Global Search Quick Add

Use the global search (Cmd/Ctrl + K), find a stock, and click the star icon to quickly add it to your default watchlist or choose a specific list.

Watchlist Views

Stratify offers multiple view modes to display your watchlist data:

Managing Stocks in Watchlists

Reordering Stocks

Customize the order of stocks in your watchlist:

• Drag and Drop: Click and hold the drag handle (⋮⋮) on the left of any row, then drag to reorder
• Sort by Column: Click any column header to sort (price, % change, volume, etc.). Click again to reverse sort
• Custom Sort: Set a manual order that persists across sessions

Adding Notes to Stocks

Keep track of why you're watching a stock:

1. Click the note icon next to any stock
2. Enter your notes (supports markdown formatting)
3. Notes are private and specific to each watchlist
4. Use notes for: entry targets, thesis, reminders, research links

Tags and Categorization

Organize stocks within a watchlist using tags:

• Click the tag icon to add tags (e.g., "high-conviction", "risky", "earnings-play")
• Filter the watchlist by tags
• Bulk-apply tags to multiple stocks
• Color-code tags for visual organization

Removing Stocks

Advanced Watchlist Features

Real-Time Price Updates

Quick Actions from Watchlist

Every stock in your watchlist has quick action buttons:

Bulk Testing Strategies

Sharing & Export

Export Watchlist

Export your watchlist data for use in other tools:

• CSV Export: Click menu → "Export to CSV" for spreadsheet import
• JSON Export: Click menu → "Export to JSON" for programmatic use
• Copy Symbols: Quick copy list of symbols to clipboard

Public Watchlists (Coming Soon)

Watchlist Organization Tips

Performance Tips

What's Next?

Now that you've mastered watchlists, explore related features: