Watchlists
Watchlists in LamaTrader are live symbol lists that connect to every other part of the platform. Click a symbol in a watchlist and it simultaneously updates linked charts, populates the order form, and feeds context to the AI assistant. Add as many watchlists as you need, organize symbols however makes sense for your workflow, and set price alerts that fire when conditions are met.
Creating and Managing Watchlists
Create an unlimited number of watchlists from the Watchlist widget settings or the account preferences panel. Give each one a name — "Core Holdings," "Earnings Watch," "Options Universe," "Crypto Watchlist" — and populate it by typing or searching for symbols.
Symbols within a watchlist can be reordered by drag-and-drop. Remove any symbol with a single click. Duplicate a watchlist as a starting point for a new one.
Multiple watchlists can be open simultaneously across different widgets on the same dashboard. Each widget maintains its own active watchlist independently.
Live Quote Columns
The watchlist table shows configurable columns per symbol. Available data points include:
- Last / Bid / Ask — live prices with sub-second refresh
- Change ($) and Change (%) — intraday move from prior close
- Volume and Relative Volume — current session volume vs. 30-day average
- Market Cap — for equities
- IV Rank — current implied volatility rank (0–100 scale) for options trading
- 52-Week High / Low — proximity to range extremes
- Beta — volatility relative to the market
- P/E Ratio — for earnings context
- Earnings Date — next scheduled earnings announcement
Show or hide any column via the column configuration panel. Reorder columns by dragging headers. Resize columns by dragging dividers. All settings persist.
Symbol Search
The symbol search in the watchlist (and across the platform) searches US equities, ETFs, options underlyings, and crypto simultaneously. Results show the symbol, company name, exchange, and asset type. Recent symbols and your watchlist symbols surface first in results.
Linked Widgets
Watchlists participate in LamaTrader's symbol linking system. When a widget is set to "linked" mode, clicking a symbol in the watchlist pushes that symbol to all other linked widgets on the same dashboard:
- Charts update to show the selected symbol
- The options chain loads contracts for the selected symbol
- The order form pre-fills the symbol field
- The AI assistant receives the selected symbol as context
This eliminates the need to type the same symbol repeatedly across multiple widgets when switching your focus from one position to another.
Price Alerts
Set price alerts on any watchlist symbol. Alerts fire when:
- Price crosses above a specified level
- Price crosses below a specified level
- Percentage change exceeds a threshold (up or down) in the current session
- Volume exceeds a multiple of the 30-day average
Alerts appear as toast notifications in the platform. Configure notification preferences in Settings → Notifications.
Alerts persist between sessions and fire even if you have the platform open on a different layout when the condition is met.
Watchlists and the AI Assistant
The AI assistant has full context on all your watchlists. Ask it to:
- Summarize recent news for every symbol on a named watchlist
- Find the watchlist symbols closest to a key technical level
- Rank your watchlist by IV rank to prioritize options opportunities
- Identify which watchlist symbols have earnings in the next week
The AI can also add symbols to your watchlist based on screener results or strategy recommendations.
Import and Export
Import watchlist symbols from a comma-separated list, a plain text file (one symbol per line), or by pasting from a spreadsheet. Export any watchlist to CSV for use in other tools.
Watchlists and Screeners
The Top Movers and Most Actives screener widgets can push symbols directly to a watchlist. When a screener result catches your attention, add it to a watchlist with one click to track it going forward.