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 and organize symbols however makes sense for your workflow.

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:

• Price: live last price
• Change (%): intraday move from prior close
• Trend: a compact intraday sparkline chart next to each symbol in the Watchlist Overview widget
• Position context: for symbols you hold, unrealized P&L, P&L %, and equity
• Timestamp: when the quote was last updated

Show or hide any column via the column configuration panel. 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.

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.

Export

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.