Help topics

Use watchlists

Save a list of symbols once and use it in as many rules as you like.

A watchlist is a named list of symbols, such as "Mega-cap tech". Instead of typing the same tickers into several rules, you point each rule at the watchlist. Edit the watchlist once and every rule that uses it follows.

Create a watchlist

  1. In the dashboard, go to Watchlists and click New watchlist.
  2. Enter a Name.
  3. Under Symbols, type a ticker or company name and pick it from the list. Repeat for each symbol. Only real listed symbols can be added.
  4. Click Create watchlist.

Use it in a rule

  1. Create or edit a rule (see Create an alert rule).
  2. Next to Symbol filter, click Watchlist.
  3. Pick the watchlist from the list.
  4. Save the rule.

A rule uses either symbols or one watchlist, not both. Switching between Symbols and Watchlist clears the other.

Watchlists work with every event type that has symbols. Macro has no symbols, and Any event takes symbols only.

Edit a watchlist

Click the pencil icon on the watchlist, add or remove symbols, and click Save watchlist. Every rule using it matches the new list from the next event on. You don't need to touch the rules.

Delete a watchlist

Click the trash icon and then Delete.

Rules that used it are not deleted or paused, but they now match nothing, so they stay silent. Their filter summary on the Rules page shows Watchlist (deleted). Edit each one to pick another watchlist or symbols.

Limits

Free Pro
Watchlists 3 Unlimited
Symbols per watchlist 50 Unlimited

When you reach a limit, Market Rodeo tells you and links to the Billing page.

Still stuck? Email [email protected].