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How to create a watchlist

Updated on 2012-06-16 10:52:13

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First, let us open the watchlist form:
- Select "Tools" then "Watchlist"

There are several types of watchlists:

Basic watchlist: Symbols are selected based on one or several conditions. These conditions are based on pre-calculated values (such as the number of quotes, the last price, the last volume, the symbol name).

- Click on "Create" (top link in the watchlist form) then on "Create a basic watchlist"


Static watchlist: You specify the symbols that your watchlist should include

- Click on "Create" then on "Create a static watchlist"
- Enter one symbol per line then click on "OK"
- Type the watchlist name then click on "Save"


Dynamic watchlist: This is the most advanced type of watchlist. It allows you to create watchlists based on one or several trading rules.

- Click on "Create" then on "Create a dynamic watchlist"
- Select symbols using the "Select Symbols" control (as with the basic watchlist) then click on "Next"
- Type your rules

You can use the "Switch to..." button to use the formula editor or the rules editor (Wizard)

Example:
- Find stocks whose price is higher than $2 and higher than the 30-bar simple moving average

Using the Wizard:

close > 2
close > sma(30)


Using the formula editor:

var1 = close > 2;
var2 = close > sma(30);
filter = (var1) && (var2); // The result must be assigned to the "filter" variable


You can add a column to the watchlist view by using the "AddColumn" function.

Example: Add RSI value
AddColumn("RSI", rsi(14));

Alternatively, you can add predefined columns by selecting an item in the "Add Columns" list.
Predefined columns can be created using "Analysis -> Columns Set".

Under "Settings" panel, you can select whether to find stocks/securities whose filter condition is true on the last bar only, on the last N-bars or on the last N-days.

In "Period" panel, select a time frame then click on "Finish" to create your dynamic watchlist.

Note the dynamic watchlist is automatically when new quotes are detected (Example: When you download new data, the watchlist updates itself). You can disable this behavior by right clicking on the watchlist table then selecting "Settings".











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Trading financial instruments, including foreign exchange on margin, carries a high level of risk and is not suitable for all investors. The high degree of leverage can work against you as well as for you. Before deciding to invest in financial instruments or foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading and seek advice from an independent financial advisor if you have any doubts.