What is a Watchlist?

A watchlist is a structured market review workspace. It’s where you track the markets you’re monitoring each day — which ones are setting up, which direction you’re biased toward, what your strategy says about each one, and whether you’ve reviewed them.

Unlike a simple list of tickers, a TradingPlan watchlist is deeply connected to your strategies and routines. Each market on the list can show its status relative to each of your linked strategies, your directional bias, key rules to watch, and custom notes — all at a glance.

What You Can Track on a Watchlist

For each market, you can record:

  • Market name and type (forex, indices, commodities, crypto, etc.)
  • Direction bias — your current read on the direction (long only, short only, both, or neutral)
  • Key rules — the specific conditions you’re watching for on this market
  • Strategy status — for each linked strategy, whether the market is: Signal Forming, Trade Live, Excluded, or not assessed
  • Direction override — if a market is going against the usual strategy direction, override it here per strategy
  • Strategy-specific notes and rules — additional context per strategy per market
  • Custom group — organise markets into groups (e.g. by session, by sector, by conviction)
  • Flag colour — a visual priority marker (e.g. green = high priority, red = avoid)
  • Notes — free-text notes visible alongside the market
  • Reviewed status — mark a market as reviewed for today (resets daily if you’ve enabled daily reset)

The Top Bar

Each watchlist has a collapsible top bar that gives you a live summary of your session:

  • Date and time — always visible, updates every minute
  • Reviewed count — how many markets you’ve reviewed vs total, with a percentage
  • Live flows — how many strategy flows are currently active for this watchlist
  • Progress strip — a thin bar across the bottom showing review progress at a glance
  • Routine buttons — tap to start or continue any routine linked to this watchlist
  • Strategy flow buttons — tap to launch a new strategy flow for any linked strategy

Collapse the top bar when you want more space for the market table; expand it to see routines and strategy launch buttons.

Reviewed Status and Daily Reset

Each market has a reviewed toggle. When you tap a market as reviewed, it contributes to the top bar’s progress count.

If you’ve enabled Daily Reset, the reviewed status for all markets clears automatically at the start of each new day — ready for the next session.

Linking Strategies, Routines, and a Risk Plan

A watchlist becomes most powerful when it’s connected to the rest of your plan:

  • Linked strategies — strategy columns appear in the market table, showing each market’s status per strategy. You can also launch flows directly from the top bar
  • Linked routines — routine buttons appear in the top bar for quick access to start or continue flows
  • Linked risk plan — associates this watchlist with one of your risk plans, keeping your risk context visible alongside your market review

Linking is managed in the watchlist settings (tap the gear icon when viewing a watchlist).

Column Visibility

You can show or hide individual columns in the market table — useful for keeping the display focused on what matters for your trading style. Column visibility is saved per watchlist so different watchlists can have different layouts.

Groups

Markets can be organised into groups. The grouping mode options are:

  • None — all markets in one flat list
  • By Market Type — automatically grouped by the market type field (Forex, Indices, Commodities, etc.)
  • By Custom Group — you assign each market to a group of your choosing

Group colours and order are customisable. Drag groups to reorder; tap a group header to collapse or expand it.

Multiple Watchlists

You can create multiple watchlists — for example:

  • “FX Majors” — your core forex pairs
  • “Indices & Commodities” — broader macro view
  • “Weekly Setups” — markets you’re building a position plan for over the week

Each watchlist has its own markets, settings, columns, groups, and linked plan elements. Watchlists appear in order in the app; tap and hold to reorder them.

Next Steps

Still need help?

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