The Market Review Workflow

A watchlist is designed to support a structured pre-session or intra-day market review. The typical flow:

  1. Open your watchlist at the start of your session
  2. Work through each market — check the chart, update the direction bias, set strategy status
  3. Mark each market as reviewed when you’ve assessed it
  4. The top bar shows your progress — how many reviewed vs total, what % complete
  5. When all markets are reviewed, you’re ready to trade

Marking Markets as Reviewed

Tap the review toggle on a market row to mark it as reviewed. The market shows a visual indicator (green checkmark or similar) and the top bar’s reviewed count increments.

The progress strip at the bottom of the top bar fills proportionally as you review more markets — a quick visual of how far through your review you are.

When all markets are reviewed, the badge turns green and shows 100%.


Resetting Reviews

Reset All (Top Bar)

Tap the reset icon in the top bar to clear all reviewed markers at once — ready to start a fresh review for a new session.

Daily Reset

If you’ve enabled Daily Reset in watchlist settings, all reviewed markers automatically clear at midnight, starting the next day with a clean slate.


Updating Direction Bias

As market conditions evolve during the week, update each market’s direction bias to reflect your current view. This changes the visual indicator on the market row — long, short, both, or neutral — giving you a fast read across all markets without opening each one.


Setting Strategy Status

For each market and each linked strategy, set the current status:

Status When to use
Signal Forming Conditions are developing — you’re watching this market closely
Trade Live You have an active position or a live order
Excluded This market is not a candidate for this strategy today
Not Set You haven’t assessed it yet, or it doesn’t apply

Strategy status is what the strategy column in the table shows at a glance. Scanning down the strategy column gives you an instant view of which markets are live and which are in development.


The Direction Override

If a linked strategy normally trades both directions but you want to restrict it to one direction on a specific market today — use the direction override.

For example: your strategy trades both long and short, but USDJPY has a strong fundamental tailwind and you only want long setups on it today. Set a long-only direction override for that strategy on that market.

The override applies only to that market, on that strategy, for that session. It doesn’t affect any other market or strategy configuration.


Adding Strategy-Specific Notes

Within each market, you can add notes and rules that are specific to a particular strategy. This is useful when:

  • A market meets one of your strategies but needs a specific condition noted (e.g. “only valid above 1.0850”)
  • You want to record why you’ve excluded this market from a strategy today
  • You’re tracking something specific about how this market is behaving relative to this setup

These notes live under the strategy tab within the market detail view.


Scanning Across Markets

The power of a watchlist during a live session is the table view — all your markets in rows, with each column showing key information at a glance. You should be able to scan the entire list in a few seconds and know:

  • Which markets you’ve reviewed
  • What direction each is biased
  • Which strategy flows are live
  • Which markets have a high-priority flag

Use this to keep your session structured and avoid getting drawn into unplanned markets.


Flags as Visual Priority

Use flag colours consistently so they mean something at a glance. When scanning your list:

  • A green flag means “look at this one first — highest conviction”
  • A red flag means “stay away — something is wrong with this market today”

Define what each colour means to you in watchlist settings → Flag Labels.


Notes During the Session

Tap any market to add or update notes mid-session. Notes are for quick observations:

  • “Needs to hold above 1.2200 to stay valid”
  • “Waiting for a pullback to the 50 EMA”
  • “News at 13:30 — review after”

These are not permanent records — they’re working notes for the current session. For more permanent observations, use Business Notes in the Trade Plan.

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