How to Create a Watchlist on TradeVision: A Step-by-Step Guide

Quick Answer: How to Create a Watchlist on TradeVision

To create a watchlist on TradeVision, navigate to the Visualizer or Screener, then select the bookmark icon to create a new watchlist. Name it, add desired ticker symbols like MSFT or JPM, and save. This allows you to efficiently monitor specific stocks and market trends, aiding in your research process. Remember, TradeVision is a research platform, and you will need a separate broker to execute any trades.

Why Create a Watchlist?

A watchlist is a valuable organizational tool for market participants, helping you efficiently monitor stocks and market trends. It allows you to track securities of interest, stay updated on their performance, and inform your research-driven decisions.

Two Ways to Create a Watchlist

TradeVision offers two primary methods to create a watchlist, either through the Visualizer or the Screener interface.

Method 1: Using the Visualizer

1. Access the Visualizer: Locate the visualizer panel, typically on the right-hand side of your TradeVision screen.
2. Create Your First Watchlist: If no watchlists exist, a prompt will guide you to begin. Follow the on-screen instructions to initiate watchlist creation.
3. Select Your Stocks: Choose the ticker symbols you wish to monitor. You can select multiple options to group them within your new watchlist.

Method 2: Via the Screener

1. Navigate to the Screener: Click on the "Screener" option, usually found in the upper right corner of your TradeVision interface.
2. Set Your Criteria: Filter stocks based on various parameters, such as upcoming earnings. Options include:
   • Include tickers with earnings in the next 30 days
   • Exclude earnings tickers
   • Only include tickers with earnings within the next 30 days
3. Select Trend Indicators: Utilize the available AI models, such as Trends AI version 3 and Trends AI A0, to identify potential bullish or bearish trends for inclusion in your watchlist.

Creating Your Watchlist

Once you understand how to access watchlist options, you can proceed with creating specific watchlists for your research needs.

1. Default Watchlists: TradeVision provides default watchlists like S&P 500, NASDAQ 100, All Stocks, and ETFs. Click on any of these to view their constituent tickers.
2. Create a New Watchlist: Click the bookmark icon at the top of the screen and select "Create Watchlist." Assign a descriptive name, such as "Technology."
3. Add Tickers: For your Technology watchlist, input ticker symbols like MSFT (Microsoft), NVDA (NVIDIA), and AAPL (Apple). Click "Add" after each entry.
4. Save Your Watchlist: After adding all desired tickers, click "Save" and exit the watchlist creation screen.
5. View Your Watchlist: Access your newly created watchlist by clicking the watchlist button and selecting it from the dropdown menu.

Example: Creating a Financials Watchlist

To further illustrate, let's create another watchlist specifically for financial stocks.

1. Create a New Watchlist: Click "Create Watchlist" again and name it "Financials."
2. Add Tickers: Include relevant ticker symbols such as JPM (JP Morgan), V (Visa), and MA (MasterCard). Remember to click "Add" after each entry.
3. Save Your Watchlist: Hit "Save" to finalize your financials watchlist.
4. Access Your Watchlists: Both your Technology and Financials watchlists will now be visible and accessible in the dropdown menu.

Adding Stocks on the Fly

TradeVision allows you to easily add stocks to an existing watchlist while browsing market data.

1. Quick Add: If you encounter a stock like MU (Micron Technology) while viewing the S&P 500, click the bookmark icon next to its ticker and choose the watchlist (e.g., "Technology") to which you want to add it.
2. Create a New Watchlist: Should you find a stock such as AAL (American Airlines) that doesn't fit your current categories, you can create a new watchlist, for instance, "Airline Companies," and add it there directly.

Conclusion

Creating a watchlist on TradeVision (tradevision.io) is a straightforward process that can improve your market monitoring and organization. Whether you focus on specific sectors or track general market trends, a dedicated watchlist keeps you informed. This research platform helps you identify opportunities, but remember you'll need a separate brokerage account to place any trades. If you found this guide helpful, please share it with fellow traders. Thanks for reading!