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Your First Watchlist

Search for instruments, build a watchlist, and view live quotes.

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A watchlist is a named list of instruments you actively follow. Worldview uses your watchlist to scope the morning brief, surface movers on the dashboard, and pre-populate alert suggestions.

Create a watchlist

  1. Navigate to Portfolio → Watchlists

    Click the briefcase icon in the navigation rail and select the Watchlists tab. Or press G then P to jump to Portfolio, then click Watchlists.

  2. Click + New watchlist

    Enter a name — keep it descriptive (e.g. "Mag-7", "High-conviction shorts", "Dividend core").

  3. Search for an instrument

    Type a ticker or company name in the search box at the top of the watchlist panel. Results appear as you type, covering equities, ETFs, and indices.

  4. Add the instrument

    Click the + button next to any result, or press Enter to add the top match. The instrument appears in your watchlist immediately.

Global search shortcut

Press ⌘K from anywhere in the app to open the global command palette. Type a ticker there and select Add to watchlist to skip the Watchlists tab entirely.

View quotes

Once instruments are in your watchlist:

  • Dashboard movers widget — shows your watchlist sorted by absolute % daily move
  • Watchlist panel — displays last price, day change ($ and %), bid/ask spread
  • Price coloring — green for positive, red for negative, using the 7-step HeatCell scale

Quotes are sourced from EODHD intraday data and update every minute during market hours.

Manage your watchlist

  • Reorder — drag and drop instruments to your preferred order
  • Remove — hover an instrument and click the trash icon, or select multiple and use bulk-remove
  • Rename — click the watchlist name to edit it inline
  • Switch watchlists — use the dropdown at the top of the Watchlists tab

Watchlist limits

The free tier supports 1 watchlist with up to 25 instruments. Pro allows unlimited watchlists and up to 200 instruments each. Enterprise is unrestricted.

Watchlist as research scope

When you ask the AI assistant a broad question like "What's driving my portfolio today?", it uses your active watchlist as the universe of instruments to scan. Setting up a focused watchlist makes the AI brief significantly more relevant.

Similarly, alert rules can target "any instrument in my watchlist" rather than specifying each ticker — useful for portfolio-wide monitoring.

Next steps

  • Dashboard overview — how watchlist data surfaces in the daily brief and movers widget
  • Alerts — set a price or news alert for your watchlist instruments
  • Screener — find new instruments to add based on fundamentals and technicals

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