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Watchlist & Share Cards

What a watchlist idea holds, its lifecycle, and the card actions.

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.

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.

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.
  • Flow alerts for tickers on your watchlist arrive in the notification bell (and push, if enabled).

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.

Updated Aug 29, 2026