Watchlists

The Watchlists page follows stocks and option contracts you care about, with live prices, and is where you set up alerts. It also shows what you hold right now, on the Open tabs, so you can tune the alerts on your positions.

How alerts behave (when they fire, re-arming, email vs push) is explained in Alerts and notifications.

Buttons at the top

Search and filters

The bar under the buttons filters the table you're looking at.

• Search tickers... matches the symbol, the company name and your notes.
• The sliders button opens more filters: Sector (the sectors of the stocks on your lists), Min Price, Max Price, Min Yield %, Max Yield %. The x button clears them.

Tabs

From left to right:

• All (N): every item on every list.
• Open (N): what your watched accounts hold now (see Open positions tabs).
• Open · account name (N): the same, for one account. One tab per watched account that holds something; an account holding nothing gets its tab back with its first position.
• Your lists, each with its color dot and item count. Drag a tab to reorder your lists.

On one of your lists, the pencil button edits the list and the trash button deletes it.

New List / edit list

• Name
• Description (optional)
• Color: the dot shown on the tab and next to the list name.

The table

A tab holding both option contracts and stocks shows two tables: Options on top, Stocks below; a tab holding only one kind shows just that table. Each table shows only the columns that fit it, and a column no row has a value for (an option's trend, say) stays off. Click a column header to sort; click again to reverse. The header checkbox ticks every row of its own table. Headers are short to save room (Chg, Low, OI…); hover one for its full name. A long table scrolls in its own box with the headers fixed at the top and the symbol fixed at the left.

Shown by default, in this order: Symbol, Type, Strike, Exp Date, DTE, Price, Bid / Ask, Change, Change %, Trend, Yield, IV, Delta, Target and List — the price and today's move first. The others (Name, Spread, Day Low, Day High, Volume, Mkt Cap, P/E, Open Int) can be switched on under Columns; the symbol links to the Ticker Report with the rest. The Open tabs add position columns (see Open positions tabs).

The Target column lists each alert of the item: ↑ for Price Above (green), ↓ for Price Below (red), a % for Yield Target (blue), ±% for Daily Swing (orange). An alert that already fired is crossed out until you re-arm it.

Row menu (⋮)

• Edit: open the item's settings.
• View Details: open the Ticker Report.
• Move to list: move the item to another list.
• Delete: remove the item.

Bulk actions

Tick one or more rows (or the header box for all) on any list, or on All. A bar above the table names the selected tickers and acts on all of them at once:

• Mute alerts: unticks every Notify via box, so their alerts are silent (they still show as fired in the table).
• Unmute: gives a silent item Push back (by email until a phone is signed in). An item that already has a channel keeps its own.
• Set threshold: sets their Daily Swing %. No swing alert removes it. Options have no Daily Swing %, so they are skipped.
• Delete N items: deletes them.

Columns

Columns opens Table Columns: tick a column to show it, untick to hide it, drag to change the order (Symbol always stays first). Reset to Default brings back the original set and order. Your choice is saved.

Item settings (Add Item / Edit)

The security

• Ticker Symbols: for example AAPL. To add several stocks at once, separate them with commas or spaces (AAPL, MSFT, NVDA): each becomes its own item with the same list, alerts, reminders and screener automation. Up to 100 at a time. The same ticker can be on several lists, but only once per list. Two things are one ticker at a time: an option, and Price Above / Price Below (a price level belongs to one stock). Tickers that can't be added are named, usually because they're already on that list; the others are still added.
• Market (optional): US or CA, for a ticker listed in both countries (for example TD on the NYSE and the TSX). Leave it on Auto to let the app pick.
• Watchlist: the list it goes on, or No list (standalone).
• Option Details: leave Type on Stock (no option) for a stock. For an option, pick CALL or PUT and fill in Strike Price ($) and Strike Date (the expiration). All three are required for an option, and they can't be changed later: to change them, delete the item and add it again.

Alerts

• Notify via: Email, Push, or both, for this item's alerts. A new item starts with Push. With none ticked the alerts are silent (they still show as fired in the table). Push is dimmed until a phone with the MyTraderDash app is signed in to your account, and until then it goes by email.
• Add an alert with its button, type a level, and remove it with its trash button:

Daily Swing % is for stocks only. Changing a level and saving re-arms that alert. An alert whose level is already met when you save fires right away.

Reminders (stocks)

• Ex-dividend reminder: 8 AM ET the trading day before the ex-dividend date, in time to buy by the close and get the dividend.
• Earnings reminder: 8 AM ET the trading day before earnings.

Reminders go to the channels set in Settings (email at first). Stocks you hold get them automatically; tick these for stocks you only watch. To follow a ticker's dates without a watchlist, use tracked tickers.

Run Screener on Trigger

Runs your option screener templates on this ticker when one of its alerts fires.

• It needs at least one Price Above, Price Below, Yield Target or Daily Swing % alert, and at least one screener template. Until then the section has a dashed border and a lock, and a badge says what's missing (Needs an alert or Needs a template). Once both are there it gets a purple border and an Available badge, and the switch turns it on.
• Screener Templates: tick one or more.
• Action: Email results, Add to watchlist (adds the matching contracts to a list named TICKER - Template name), or Both.

Reminders don't trigger it. Details and an example are in Alerts and notifications.

Notes (optional)

Why you're watching. Search finds words in notes too.

Click Add Item (or Save Changes) to save.

Open positions tabs

The Open tabs are made for you from your trades: they list every stock and option contract your watched accounts hold. Rows come and go as you open and close positions; you can't add or delete them by hand. A ticker you hold only options on (a cash-secured put, say) is listed under Stocks too, marked Options only, so you can follow its price.

What you hold

Each tab shows its own holdings: Open adds up every watched account, an account's tab shows only that account. The money columns and totals are in the page's currency, picked with the USD | CAD toggle next to the title (shown on the Open tabs).

Change % is the price's move; Day Change is your money: on a short position they have opposite signs (the price went up, your short lost). Day Change follows the Dashboard's Today's P&L rule: shares you bought today count from the price you paid, not from the previous close, and a position whose quote has no change for this session (a quote not refreshed since the last session) shows — instead of an old move.

The bar above the table totals the tab: Market Value, Total Cost, Unrealized P/L and Day Change. A position without a price is left out of every total, and one whose cost is unknown (shares transferred in without a cost) counts only in Market Value; the bar says how many.

The line above the table says what's watched: "Alerts when a holding moves ≥ 5% in a day", plus ex-dividend and earnings reminders. An option alerts on its underlying stock.

Two columns are different here:

• Alerts (instead of Target): Muted, or the swing threshold for that ticker, for example ±5%, with (own) when the ticker has its own threshold instead of the default.
• Accounts (instead of List): which watched accounts hold it.

Bulk actions on positions

The same bar as on a list (see Bulk actions), without Delete, and it acts on the ticker rather than a list item:

• Mute alerts: no swing alerts and no reminders for those tickers. A mute ends when the position closes, unless you keep mutes in Settings.
• Unmute
• Set threshold: a swing % for those tickers only. Use default goes back to the default from Settings.

Selecting an option row acts on its underlying ticker.

Watching accounts

• Stop watching (on an account's tab): that account loses its tab, and positions held only there get no swing alerts, reminders or digest entries. Your trades are not touched.
• Watch an account: lists the accounts not watched ("Not watched: no tab, no alerts"); pick one to watch it again.

All open accounts are watched at first.

Simulate

Simulate Alerts asks for a Ticker and a Simulated Price ($). It checks every item with that ticker, and the ticker's swing rules, as if the stock were at that price, then tells you what fired. The notifications are really sent, so you can see them, but nothing is marked as fired.

Related

• Alerts and notifications
• Get alerted on a ticker and screen its options
• Screener: add contracts or stocks to a watchlist from there.