2. Creating & Managing Watchlists

This page covers day-to-day watchlist management: organizing lists, adding and removing symbols, switching markets, and moving lists between browsers.

Working with lists

• Create a new watchlist to group a set of symbols (for example "Crypto majors" or "Earnings this week").
• Rename a list to keep its purpose clear.
• Delete a list you no longer need.

You can keep up to 32 lists, each holding up to 250 symbols.

Adding and removing symbols

• Add the current symbol, or type a ticker, to a list. Each item remembers its provider, so AAPL (an equity), BTCUSDT (Binance), and BTC-USDT (OKX) can coexist in the same list and resolve correctly when opened.
• Remove a symbol from a list when it is no longer relevant.

Equity row quotes are fetched from Massive first, then Alpaca, so a stock row still shows a price as long as either equity provider is configured. Crypto rows fetch quotes from their own provider: Binance rows use Binance, and OKX rows use OKX. Each row shows a two-letter provider badge (BI for Binance, OK for OKX, MA for Massive, AL for Alpaca) so you can tell at a glance which provider is backing each symbol. Quotes refresh on a short polling loop (about every 5 seconds) so prices and percent change stay current; each provider is queried with a single bulk snapshot call covering all of that provider's listed symbols rather than one request per row. Polling pauses while the browser tab is hidden and resumes when you return, and rows keep their last known value when a refresh can't update them.

Switching symbols quickly

Click any item in the watchlist sidebar to load that symbol into the workspace. Because the item carries its provider, you do not need to add a prefix or query parameter — it resolves the same way it would from the symbol input. See Symbols & Ticker Formats.

Import and export

Watchlists can be exported to a file and imported back, which is the way to move them between browsers or devices (since they are stored locally and not synced). Importing merges the lists from the file into your current set.

Where watchlists are stored

Watchlists are saved in your browser's local storage. They persist across sessions on the same device, are not synced to a server, and are removed if you clear site data — so use export to keep a backup.

Next steps

You have covered watchlists. Next, personalize the workspace.

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