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Documentation Index

Fetch the complete documentation index at: https://docs.stratalerts.com/llms.txt

Use this file to discover all available pages before exploring further.

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Organize and track your high-conviction setups

Not every symbol in the scanner demands equal attention. Watchlists let you cut the universe down to the names you have already decided are worth watching, organized however makes sense for your workflow. You can keep separate lists for different strategies, asset classes, or conviction levels — and every list comes paired with chart context so you’re never looking at a symbol’s data without knowing what the chart looks like.

Creating a watchlist

1

Open watchlists

Press W on your keyboard or navigate to Watchlists in the sidebar. The page opens to your saved lists, with the default Favorites list loaded first.
2

Add a new list

Click New Watchlist and enter a name. Names can be anything that fits your workflow — for example, “Tech Leaders”, “Futures”, “Swing Candidates”, or “Earnings Watch”.
3

Add symbols

Type a symbol into the watchlist input field and press Enter to add it. StratAlerts validates each entry against the active scanner universe and resolves futures aliases automatically (for example, entering ES resolves to ES=F).
4

Organize across multiple lists

Create as many lists as you need. You can maintain separate watchlists for different strategies — intraday and swing setups, for instance — without them interfering with each other.
Watchlist names are limited to 64 characters. Each account can hold multiple watchlists, and a symbol can appear in more than one list at the same time.

The Favorites list

Every account has a default watchlist called Favorites. This list is special because it connects directly to the setups table: symbols you mark as favorites appear with a distinct indicator in the setups feed, and you can filter the entire setups table to show only your favorited names with a single click. Use Favorites for your most active, highest-conviction symbols — the names you check first every session. Use your other watchlists for longer-term tracking or thematic groupings that don’t need to surface in the setups table immediately.
You cannot delete the Favorites list while it is the only list in your account. To remove it, first create another watchlist and then delete Favorites — the next list in alphabetical order becomes the default automatically.

Dynamic watchlists

Dynamic watchlists are rule-based lists that automatically populate with symbols matching your filter criteria. Instead of manually adding tickers one by one, you define a set of conditions — such as a base timeframe setup, candle-state filter, or multi-timeframe in-force confirmation — and the list fills itself with every symbol that qualifies. Setup filters support multi-select, so you can target several setup patterns at once without creating separate lists for each one.

Creating a dynamic watchlist

1

Open watchlists and create a new list

From the Watchlists page, click New Watchlist and choose the Dynamic list type. Give the list a name that reflects its purpose — for example, “Daily Inside Bars” or “Weekly 2U In-Force.”
2

Define your filter rules

Use the curated filter controls to set your criteria. Available filters include:
  • Base timeframe setup — select one or more setup sequences on a specific timeframe (e.g., daily 1-1, 2-1, weekly 2D-3). The setup filter is multi-select — check every pattern you want to include and matching symbols that have any of your selected setups will qualify.
  • Candle-state filters — narrow by candle color, shape (hammer, shooter), continuity count, or near-extreme proximity on the base timeframe.
  • Multi-timeframe in-force confirmation — add up to two additional confirmation steps, each with their own timeframe, setup, in-force, and shape filters. Setup filters on confirmation steps are also multi-select.
The setup filter displays a summary label showing the number of selected patterns — for example, 3 selected — so you can see at a glance how broad or narrow your setup criteria are. All other filters use single-select dropdowns. Any filter you leave unset displays as , making it clear which conditions are active and which are not.
Within a single step, multiple setup selections use OR logic — a symbol qualifies if it matches any of the selected setups. Across steps, filters combine with AND logic — a symbol must pass the base filter and every confirmation step to appear in the list.
3

Save the dynamic watchlist

Save the list. It immediately populates with every symbol in the scanner universe that meets your filter criteria as of the last end-of-day data refresh.

How dynamic watchlists refresh

Dynamic watchlists update their membership based on end-of-day data. After the market close, the list re-evaluates its filter rules against the latest daily candle data and adds or removes symbols accordingly. You can also trigger a manual refresh on demand from the watchlist page if you want to re-run the filters before waiting for the next automatic refresh.
Dynamic watchlists evaluate against end-of-day data, not intraday prices. Symbols enter or leave the list based on the completed daily candle, not on mid-session price action.

When to use dynamic watchlists

Dynamic watchlists are useful when you want a list that stays current without daily maintenance:

Pre-session scanning

Build a dynamic list for your preferred setup pattern — for example, daily inside bars with weekly TFC alignment — and review it each morning. The list updates itself overnight so you always start the session with a fresh set of candidates.

Multi-timeframe screening

Use the in-force confirmation filters to find symbols where setups are active across multiple timeframes simultaneously. Combine multi-select setup filters with confirmation steps to screen for broad pattern families — for example, any daily reversal (2-1, 3-1) with weekly in-force — without creating a separate list for each setup.

Mission Control filters

Dynamic watchlists appear alongside your static lists in every Mission Control watchlist filter — including the setups card, alerts card, and ticker matrix. Select a dynamic watchlist as a filter source and Mission Control scopes its panels to that list’s current membership, so your rule-based symbol set drives your live dashboard without any extra configuration.
You can use both static and dynamic watchlists side by side. Keep a manual Favorites list for names you are tracking regardless of setup state, and create dynamic lists that surface new candidates each day based on your rules.

Viewing symbols in your watchlist

Each symbol in your watchlist is displayed with its current setup data alongside a chart, so you can assess both the technical picture and the Strat state without navigating to a separate page. When you select a different ticker — whether by clicking, using arrow keys, or navigating with the browser back/forward buttons — the right-side detail panel updates in place. The left ticker list stays stable and your scroll position is preserved, so you can move quickly through your list without the page reloading.

Multi-timeframe chart viewing

When you open a symbol inside a watchlist, you can flip between timeframes directly from the chart controls. Charts default to the daily timeframe on page load, but your selected timeframe is preserved as you move between tickers within the same session. If you switch to a 4-hour view, that view stays active as you navigate to other symbols — it only resets to daily when you reload the page. When you click a setup row in the setup table, the chart automatically switches to that setup’s timeframe. For example, clicking a weekly setup row loads the weekly chart for that symbol. This lets you jump directly to the timeframe that matters for the setup you’re evaluating, without manually switching chart controls.

Setup data in context

Each watchlist entry shows the symbol’s candle state, TFC alignment, and setup flags alongside the chart — so the data and the chart are always in the same view.

Quick timeframe switching

Flip between Daily, Weekly, Monthly, Quarterly, and Yearly candles directly in the chart view. Your selected timeframe carries over as you navigate between tickers. Clicking a setup row overrides this with the setup’s own timeframe.

Multichart view

Below the primary chart, the detail panel displays a six-chart grid that shows the selected symbol across six timeframes at once: 15-minute, 30-minute, 60-minute, 4-hour, Daily, and Weekly. Each mini chart renders as a candlestick chart with a compact timeframe badge in the corner so you can identify the timeframe at a glance. The multichart grid updates in real time. When new price data arrives through the live feed, each affected mini chart refreshes automatically — you do not need to reload the page or manually cycle timeframes to keep the grid current. This view lets you assess the full Strat picture for a symbol without leaving the watchlist or clicking through individual timeframe tabs. You can see whether a daily inside bar is forming while a weekly continuation is in play, all from one screen.
The multichart view is available for stock and ETF symbols. Futures symbols display the primary chart only.

News panel

The watchlist detail panel includes a news section that displays recent headlines for the selected symbol. When you click a ticker in your list, the news panel loads the latest headlines and summaries so you can check for catalysts or events alongside the chart and setup data. Each headline includes a timestamp and a link to the full article. Up to ten recent headlines are shown at a time. The news panel updates automatically when you switch between symbols — select a new ticker and the headlines refresh to match.
Use the news panel to quickly check whether a symbol’s price action is being driven by a specific catalyst before acting on a setup signal. Pairing headline context with Strat data helps you avoid trading into news-driven moves that may not follow the usual pattern behavior.

Desktop workspace layout

The watchlist page uses a full-width layout to give the detail panel as much room as possible. On wider screens, the detail panel arranges your setup table, primary chart, multichart grid, and news headlines into a multi-column workspace:
  • Below 1500px — All panels stack vertically: setup table, primary chart, multichart grid, then news.
  • 1500px and wider — The setup table and primary chart appear in a left column, with the six-chart multichart grid in a right column. News headlines span the full width below both columns.
  • 1920px and wider — The news panel moves into its own third column on the right, so all three content areas — charts, setup data, and news — are visible side by side without scrolling.

Organizing symbols within a list

Sections

You can divide a watchlist into named sections to group symbols by theme, strategy, or priority. Click Add Section to open the section modal — type a name and press Enter to confirm. The name field is focused automatically, so you can start typing immediately. Sections appear as collapsible labeled dividers within the list. Click a section header to collapse or expand it. You can move symbols between sections by dragging them.

Managing sections

Right-click any section header to open the context menu with these options:
  • Rename — Edit the section name in place without a page reload.
  • Delete Section Only — Remove the section header and move its symbols to the top-level list.
  • Delete Section + Tickers — Remove the section and all the symbols it contains.
When you delete a section, an undo toast appears at the bottom of the screen for 10 seconds. Click Undo to restore the section and its symbols.
Symbols that are not assigned to any section appear at the top of the list without a section header. You do not need to create sections to use watchlists — sections are optional organization on top of the flat list.

Drag reordering

Symbols within a watchlist can be manually reordered by dragging. Grab a symbol row and move it up or down — a visible horizontal insertion marker shows exactly where the symbol will land when you drop it. You can drag symbols between sections or into empty sections at the bottom of the list. Newly created sections are immediately available as drop targets without needing a page reload.

Keyboard navigation

Navigate between symbols using Arrow Up and Arrow Down on your keyboard. Pressing either key moves the selection to the adjacent symbol and loads its chart and setup data immediately — no click required. This works from anywhere on the watchlist page without needing to click into the list panel first. You can navigate rapidly without the detail panel flickering back to a previous symbol — stale responses from earlier selections are automatically discarded.
Combine keyboard navigation with the multi-timeframe chart controls: press Arrow Down to cycle through your list, then flip timeframes on each symbol to walk the entire stack in seconds.

Managing watchlist membership

You can add or remove a symbol from any watchlist from multiple places in the platform:
  • From the watchlist page — Type a symbol and press Enter to add it, or click the remove button next to any existing entry.
  • From the setups table — Click the watchlist icon next to any symbol to open the membership picker and toggle the lists it belongs to.
  • From a symbol detail view — The watchlist membership panel shows which lists the symbol is in and lets you update them without leaving the detail view.
When a symbol is in your Favorites list, it is marked as a favorite across the platform. That flag appears in the setups table and can be used as a filter condition.

Cloning and renaming lists

If you want to create a variation of an existing list — for example, you have a “Tech Leaders” watchlist and want a focused subset for earnings week — you can clone the list and rename the copy rather than rebuilding it from scratch.
Click the list name or the rename action in the watchlist menu. Enter the new name and confirm. Renaming does not affect the symbols in the list or any filter states in the setups table that reference the list.
Use the clone option in the watchlist menu to duplicate the list with all its symbols. The cloned list is named with a “Copy” suffix by default — rename it immediately to keep your workspace organized.
Open the watchlist menu and select delete. If you delete the default watchlist, the next alphabetical list becomes the default. You cannot delete your last remaining watchlist — create a replacement first.

Using watchlists on mobile

Watchlists are fully supported on mobile. You can browse your saved symbols, review setup data, and check chart context from any device. This makes watchlists the right place to store the names you want to monitor when you are away from your primary workspace.

Review setups on the go

Open your watchlist on mobile to check candle states and setup flags for every symbol in your list, without needing to be at your desk.

Paired with push alerts

Symbols in your watchlist that trigger setup alerts will reach you through Pushover or Telegram — so mobile watchlist review and push notifications work together as your away-from-desk workflow.

Keyboard shortcut

Press W from anywhere in the platform to jump directly to the Watchlists page.