# Watchlists

> Named lists of symbols with prices, sections and flags. Build them on the Watchlists page or from Chat, and feed them to workflows and dashboards.

Source: https://orbitalaip.com/docs/watchlists/overview

## What a watchlist is

A watchlist is a named list of symbols in the order you choose, with current prices. A list belongs to one [project](https://orbitalaip.com/docs/glossary#project). Workflows, dashboards and Chat can all use it.

Each row can carry a coloured flag, and each symbol a note that every list in the project shares. See [Notes and flags](https://orbitalaip.com/docs/watchlists/notes-and-flags).

Watchlists is an app, on in every project by default. If the page reads **Watchlists is turned off in this project**, click **Manage apps in Settings**; nothing was deleted. See [Apps](https://orbitalaip.com/docs/workspace-and-account/apps#switch-an-app-on-or-off-in-a-project).

## The Watchlists page

Open **Watchlists** in the sidebar. Each list is a card. Drag its header to move it, or its bottom-right corner to resize it. The layout is saved in this browser only. The page header holds the **All** and **Archived** filters, which a narrow window hides.

To create a list:

1. **Click Create watchlist**
   
   

2. **Name it**
   
   Type a **Watchlist name**.

3. **Click Create**
   
   A new, empty card appears.

Click a card's name to rename it. Click the star (**Set as default**) on another card to make that list your default; it then shows **DEFAULT**.

## Add and remove symbols

1. **Open the picker**
   
   Click **Add symbol** (the **+** in the card header), or right-click any row and choose **Add symbol**.

2. **Search**
   
   Type a ticker or company name in **Symbol, ISIN, or CUSIP**; ISIN and CUSIP numbers find nothing. The **Stocks**, **Crypto** and **Forex** tabs choose the market; the other tabs are not available. With the box empty, the picker lists your **RECENT** symbols for that tab.

3. **Add**
   
   Click a result, or press Enter for the highlighted one; the picker stays open. Shift+Enter adds and closes. A symbol already on the list is greyed out and marked **already added**.

To remove a symbol, hover over its row and click the **×** at the right edge. There is no confirmation. To copy a symbol to another list, right-click its row, choose **Add NVDA to watchlist** and pick the list.

A list holds at most 200 symbols, not counting section headers. On a full list the picker adds nothing and shows no message.

## Sections

A section is a header inside a list. The rows under it, down to the next header, belong to it.

1. **Add it**
   
   Click **Add section** in the card header, or right-click a row and choose it. A header titled **NEW SECTION** appears at the bottom.

2. **Name it**
   
   Double-click the title, type a name and press Enter.

3. **Fill it**
   
   Drag rows under it.

Click the title or its chevron to collapse or expand it; the state is saved. The **×** on a header deletes only the header, with no confirmation. Its symbols join the section above, or the top of the list when there is none.

## Columns and display options

The table shows **Symbol**, **Last**, **Chg** and **Chg%**, plus **Vol** when volume is on. Prices refresh about every 20 seconds.

Click a column header to sort: descending first, then ascending, then back to your own order. While a sort is on, sections are hidden and rows cannot be dragged.

Click **⋯** to open the view options:

- **Table view** off shows the symbols as ticker chips, without sections.

- **CUSTOMIZE COLUMNS** turns **Last**, **Change**, **Change %** and **Volume** on or off. **Volume** is off by default. **Extended Hours** is not available.

- **SYMBOL DISPLAY** has a **Logo** checkbox that shows or hides the company logo. Its **Symbol** and **Name** choices do not change the rows.

- **Archive** and **Delete** sit at the bottom.

View choices are per card and reset when you leave the page, open **Archived** or set a default list.

## Archive and delete

Both sit under **⋯** and ask you to confirm. **Archive** keeps every symbol and never expires. The **Archived** filter lists archived lists, each with **Unarchive** and **Delete**.

**Delete** moves the list to Trash, where you can restore it for 30 days. See [Trash](https://orbitalaip.com/docs/workspace-and-account/workspace-settings#trash).

If a workflow updates the list, both dialogs name it and warn that it will fail on its next run. See [Disconnect, archive and delete](https://orbitalaip.com/docs/watchlists/use-with-workflows-and-dashboards#disconnect-archive-and-delete).

## Watchlists in Chat

Chat works with the lists in the thread's project, but not archived ones. Every change is a proposal card you **Apply** or **Discard**; nothing changes until you click, unless your message says to go ahead. See [Proposals and approvals](https://orbitalaip.com/docs/chat/proposals-and-approvals). When the Watchlists app is off in a project, Chat has no watchlist tools there.

| Tool | What it does |
| --- | --- |
| list_watchlists | Lists your watchlists and their sizes. |
| get_watchlist | Reads the list you name, else your default, else the most recently changed. |
| create_watchlist | Proposes a new list, optionally with symbols. |
| add_watchlist_symbol | Proposes adding one symbol. |
| add_watchlist_symbols | Proposes adding several symbols at once; Apply adds all or none. |
| remove_watchlist_symbol | Proposes removing one symbol. |
| delete_watchlist | Proposes moving a list to Trash for 30 days. |

For the note tools, see [Notes from Chat](https://orbitalaip.com/docs/watchlists/notes-and-flags#notes-from-chat).

Working with lists from Chat

- "Create a watchlist called AI infrastructure with NVDA, AMD, AVGO and TSM."
- "Add COIN and MSTR to my Crypto proxies list."
- "Remove INTC from Semis."
