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Tools

Watchlist

Tiblio's watchlist serves as your personal trading command center. Set up your watchlist and enable filtering to transform how you discover options trades across the platform.

What is Tiblio's Watchlist

Your watchlist tracks stocks you want to monitor. The system stores your symbols and applies them across Tiblio's screeners to show only relevant results.

Setting Up Your Watchlist

Access Your Watchlist

Navigate to the Watchlist page from the main menu. Your current symbols display with fundamental data including ratings, financial metrics, and valuation scores.

Adding Symbols

Click the add symbol button and enter a ticker. The system validates symbols and suggests alternatives if the symbol doesn't exist. Free users get 5 symbols maximum. Paid subscribers get up to 50 symbols.

Removing Symbols

Remove symbols using the delete button next to each entry. Removing a symbol also cleans up any notification settings you configured for that stock.

The Filter Feature

The watchlist filter represents the most valuable feature. Enable it in Watchlist Settings under Preferences.

Enabling Watchlist Filtering

Go to Watchlist Settings and check "Filter Screeners by Watchlist Symbols." Save your changes. This setting applies your watchlist filter across all Tiblio screeners.

How Filtering Works

When enabled, every screener shows only results from your watchlist symbols. Instead of scanning thousands of options, you see opportunities within your circle of competence.

Watchlist Data

Your watchlist displays fundamental analysis data for each symbol including:

  • Rating scores and recommendations
  • DCF analysis and valuation metrics
  • Financial ratios like P/E and P/B
  • Balance sheet strength indicators
  • Altman Z-Score and Piotroski Score

Notification Setup

Configure notifications in Watchlist Settings to receive alerts about your symbols. Available notification types include:

  • SEC 8-K filings
  • Price target changes
  • Analyst upgrades and downgrades
  • Insider trading activity
  • Senate trading disclosures

The system automatically subscribes your email to notifications for all watchlist symbols when you enable notification types.

Symbol Management

Symbol Validation

Tiblio validates every symbol you add. Invalid symbols trigger a search with suggested alternatives.

Symbol Limits

Free accounts support 5 symbols. Paid subscriptions allow up to 50 symbols. The system prevents adding symbols when you reach your limit.

Automatic Cleanup

Removing a symbol from your watchlist automatically removes associated notifications and cleans up related data.

Getting Started

Follow these steps to set up your watchlist:

  1. Navigate to the Watchlist page
  2. Add 5-15 stocks you understand well
  3. Go to Watchlist Settings
  4. Enable "Filter Screeners by Watchlist Symbols"
  5. Configure desired notifications
  6. Save your settings

Best Practices

Quality Over Quantity

Focus on stocks you research and understand. A smaller, focused watchlist performs better than a large scattered list.

Regular Maintenance

Review your watchlist monthly. Remove stocks that no longer fit your strategy. Add new opportunities as you discover them.

Leverage Filtering

Always enable watchlist filtering. This feature saves significant time by showing only relevant opportunities.

Advanced Features

Fundamental Analysis Integration

Paid subscribers see comprehensive fundamental data directly in the watchlist view. This includes rating scores, financial metrics, and valuation analysis.

Notification Automation

The system automatically manages notification subscriptions. Adding a symbol with notifications enabled subscribes you to alerts. Removing a symbol cleans up subscriptions.

Cross-Platform Integration

Your watchlist settings apply across all Tiblio screeners. Set it once and benefit everywhere.

Troubleshooting

Symbol Not Found

The system suggests alternatives when symbols don't exist. Check the suggestions or search for the correct ticker.

Watchlist Full

Free accounts hit the 5-symbol limit quickly. Upgrade your subscription to add more symbols or remove less important stocks.

Notifications Not Working

Verify your notification settings in Watchlist Settings. The system requires valid email addresses for notifications.

Why Use the Watchlist

The watchlist transforms your Tiblio experience from overwhelming to focused. Filter by watchlist symbols to see only relevant opportunities. Track fundamental data for your core holdings. Receive automated alerts about important events.

Start with a focused list of 10-15 stocks you understand. Enable filtering to see only opportunities that matter. Your trading workflow becomes more efficient and your results improve.