Watch List Widget

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
  • Organize Symbols
  • Edit Watch List
  • Delete Watch List
  • Share Watch List
  • Clone Watch List

Let’s get started 🚀

Add Watch List Widget

Step 1: Click on the Sidebar button from the top right corner of the interface.

Sidebar Button

Step 2: Select Add or Remove Widgets from the dropdown list.

Select Add or Remove Widgets

Step 3: Click on the Add New Widget button at the bottom of the side panel.

Add New Widget button

Step 4: Select Watch List or Scanner from the list.

Select Watch List or Scanner from the list

Step 5: Click on Done and the widget will be added to the sidebar**.**

Widget Added to Sidebar

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.

options for managing the Watch List

Step 2: Select Create New Watchlist from the dropdown.

Select Create New Watchlist

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.

modal window for creating the Watch List

Step 4: Click on CREATE WATCH LIST and your Watch List will be added to the list.

 Click on CREATE WATCH LIST

The Watch Lists created by you are labeled with the “custom” tag in the list.

Watch Lists created by you

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 ⚡

Favorite Symbol

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.

Select Watch List 

You can also perform a direct Search by entering the Watch List name in the search field and making the selection.

perform a direct Search by entering the Watch List name

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.

filter the Watch Lists

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.

Read 52 Week Range

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 light gray area which represents the yesterday’s range
4. The bottom side area which represents the low side of the trading activity for the symbol

Hence, you can use the 52-week range bar to quickly understand how the symbol in the Watch List is trading throughout the year.

understand how the symbol in the Watch List is trading throughout the year

Sort Symbols with Label Colors

You can hover over any symbol added within the Watch List and click on the corresponding label/arrow to change its color.

Sort Symbols with Label Colors

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.

easily sort and rearrange labels based on colors

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.

Select the “custom” Watch List

Step 2: Click on the vertical ellipsis (⋮) of your Watch List.

 Click on the vertical ellipsis \(⋮\) of your Watch List

Step 3: Select Edit from the dropdown list.

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

modal window for editing the Watch List

After making the relevant changes, click on the Save and your Watch List will be updated.

click on the Save

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.

Select the “custom” Watch List

Step 2: Click on the vertical ellipsis () of your Watch List.

Click on the vertical ellipsis

Step 3: Select Delete from the dropdown list.

Select Delete from the dropdown list

Step 4: A confirmation window will appear. Click on the Yes and the Watch List will be removed.

A confirmation window will appear

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.

Select the “custom” Watch List

Step 2: Click on the vertical ellipsis () of your Watch List.

Click on the vertical ellipsis \(⋮\) of your Watch List

Step 3: Select Share from the dropdown list.

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.

Modal window providing the option to select who can access your Custom Watch List

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 Everyone with the link

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 usto discuss raising your personal limits.

Selecting Certain People

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.

Content owner updates the sharing mode from a public link

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.

content owner revokes the public access to the Watch List

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.

Select the “custom” Watch List from the listing

Step 2: Click on the vertical ellipsis () of your Watch List.

 Click on the vertical ellipsis \(⋮\) of your Watch List

Step 3: Select Clone Watch List from the dropdown list.

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.

modal window for cloning the Watch List

Step 5: You can choose to keep the existing configurations or edit the same for Name and added Symbols. Once done, then click on the Create Watch List and the new Watch List will appear in the listing.

click on the Create Watch List

Jun 22, 2022

Contact Us

Not finding what you're looking for? Contact Us Directly