Watchlist — ideas with levels

A watchlist idea is a ticker plus a plan: direction, setups by timeframe, a trigger, a target ladder, an invalidation, and a thesis. If it doesn't have levels, it isn't an idea yet — it's a ticker.

The vocabulary

• Bullish trigger / bearish trigger — the level that puts the idea in play.
• Targets — T1, T2, T3… each with a label in your own words ("prior high", "gap fill").
• Invalidation — where the idea is wrong.
• Setups by timeframe — the pattern you're trading on each timeframe, tagged with the shared picker.
• Thesis — why. Optionally built as an if-then chain.

Organized by week

Ideas live on the week they were made. Tabs across the top move between weeks; ideas are ranked within a week and can be dragged to reorder. An older idea that's still valid can be moved to this week — it keeps a "carried from" note so you know its age.

From Friday's close through Sunday, the Watchlist opens on the upcoming week, and anything you add — a new setup, or an idea saved from an analyst's watchlist — lands on that week automatically. Monday through Friday it stays on the current week. For example, save an analyst's ticker on Sunday night and it's waiting for you in Monday's week.

Lifecycle

Watching → Triggered → (Passed). Mark triggered when the level hits, passed when the idea is off. Both are one tap on the card. Sage can flip them too when you tell it — after confirmation.

Card actions

Four always visible: Take This Trade (opens the trade form pre-filled), Push to Plan (into today's journal), Review with Sage, and the contextual status button. Under ⋯ More: view chart, move to this week, share as a Trigger Watch card, edit, delete. Right-clicking the card shows the same list — see Right-click menus. With a brokerage connected, Trade opens the order panel with the idea's ticker, side, and plan filled in — see Trading from AdexTrades.

What you'll also see on a card

• Live price and distance to trigger and targets.
• An ER badge when earnings are today or tomorrow.
• Attached charts, one large or up to four in a grid.
• A Contracts card listing any spreads you've saved and tracked on the idea, each showing its value when you saved it and how it's moved since. Tap one to reopen it in the Spread Builder; the ✕ detaches it.
• Flow alerts for tickers on your watchlist arrive in the notification bell (and push, if enabled).

Pull from chart

When you build a setup or log a progression update, tap Pull from chart next to Setups / Confluences. The app reads the same Strat structure your chart draws and offers it as tappable chips, grouped by timeframe — nothing is pre-selected, and nothing is added until you choose it and confirm. Chips already on your plan are marked so you can't add them twice; a filled dot means that trigger is already in force, an outline means it's still pending. Use My frames to see just the timeframes you chart with, or All to explore every timeframe, with Add all / Clear all for quick selection. For example, if your chart shows a 3-2u forming on the 3D, one tap puts it on your plan on the right timeframe.

Adding targets later

When an idea moves faster than planned, you can add more targets from the update screen without editing your original idea. New targets join your existing ladder — on the card and on your charts — your original plan stays preserved, and the idea's timeline shows exactly when each target was added.

Your idea record

Your watchlist keeps score for you. Every bullish or bearish idea you log is checked after the fact against what price actually did — whether it moved your way, reached the first target you set, or was invalidated — and how long that took.

• A record strip at the top of the watchlist shows how often your ideas went the direction you called, and how long your ideas typically take to reach their first target.
• Resolved ideas get a quiet outcome chip on their card: Went your way, Didn't play out, or Went sideways.
• Log the same idea again in a later week and it still counts once — from the first time you logged it.

It only looks at your own ideas, and only you can see it. Numbers appear once you have enough resolved ideas to be meaningful; until then the strip simply says your record is building. It's a record of your past ideas, not a forecast for the next one. For example, after a few weeks you might see that most of your bullish calls went your way but typically needed a couple of weeks to reach their first target — useful when you pick an expiration.

The same record, broken down by setup and direction, appears as a card in Your Trading Signature.

Watchlist alerts

You can set one alert for your whole watchlist. Open Alerts on the Watchlist page, choose what you want to be told about — for example, price touching a moving average you follow — and how often. Every stock on this week's watchlist is covered, including ones you add later. Hits show up in your bell and as a notification, and you can pause or delete the alert any time.

Two-sided ideas

One structure can go either way — an inside week that breaks up or down. See Two-sided ideas.

Next: Progression timeline and charts, How the watchlist syncs.