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Watchlist Builder

Use Watchlist Builder to assemble a curated watchlist by searching for stocks manually, asking an AI assistant, or importing positions from community watchlists.

5 min read

Watchlist Builder in ScreenerHub is a dedicated workspace for assembling a new watchlist before you save it. Use it to collect and review your candidate symbols — searching manually, asking an AI assistant, or pulling names from public community watchlists — when you want to shape a list thoughtfully rather than adding stocks one by one from different places.

What Watchlist Builder is for

The builder separates the curation step from the management step. Instead of opening a saved watchlist and adding stocks as you go, you assemble the full list first, give it a name, and save it in one action. This works well when you are starting from scratch, combining ideas from multiple sources, or building a list for a specific thesis.

Three situations where the builder is the right starting point:

  • You ran a screen in Studio and want to save a filtered subset of the results as a standalone watchlist.
  • You found a community watchlist that covers most of your thesis and want to add a handful of your own names.
  • You are sketching a thematic list — for example, European industrials or US dividend growers — and want to pull names from several sources before deciding what to keep.

How to use it

Open the builder at /new/watchlist. The interface has three main areas: a left sidebar for finding and adding stocks, a central table showing the stocks you have added so far, and a header where you name the list and save it.

Adding stocks manually

The Manual tab in the left sidebar is the default starting point. Type a company name or ticker into the search field. Results appear as you type. Click a stock card to add it to your list. If a symbol is already in your list, the card shows as added and cannot be added again.

Below the search field you will find a set of Top Picks — a curated row of widely followed stocks for quick selection. These are useful when you want to anchor a thematic list with well-known names before adding more specific choices.

Getting AI suggestions

Switch to the AI Chat tab and describe what you are looking for in plain language — for example, "profitable European small-caps with low debt" or "US tech companies with consistent dividend growth." The AI assistant returns a list of suggested stocks. You can add individual results directly from the chat response without leaving the builder.

AI suggestions are a starting point, not a verdict. Review each name in the central table before you save.

Importing from community watchlists

The Community tab shows popular public watchlists from other ScreenerHub users. Browse by name or scroll the list to find a watchlist that matches your starting interest. Click Import next to any community watchlist to add its positions to your current builder session.

Imported positions are merged into what you already have. Symbols that are already in your list are skipped automatically — you will see a count of how many new positions were added. After importing, you can remove individual names from the central table before saving.

Choosing a mode: Watchlist or Portfolio

The header contains a mode toggle with two options:

  • Watchlist — tracks symbols with current price and market data. No additional fields are required. This is the default and works for most use cases.
  • Portfolio — unlocks extra fields for each position: number of shares, average purchase price, target weight, and notes. When you select a row in portfolio mode, a right panel opens where you can fill in these details.

Choose portfolio mode if you want to track cost basis or manage target allocations from the start. You can switch modes while the builder is open without losing your positions.

Naming and saving

Type a name into the input field in the top-left corner. ScreenerHub generates a URL slug automatically — you can see the preview below the input. When you are ready, click Save. The builder creates the watchlist and redirects you to the watchlist detail page, where you can start monitoring, share the list, or adjust individual positions.

A name and at least one stock are required before you can save.

The builder vs the watchlist detail page

Once a watchlist is saved, you manage it from the watchlist detail page — accessible via your profile at /traders/[username]/watchlists/[slug]. The detail page lets you add or remove individual stocks, update notes, and view monitoring history.

The builder is only for creating a new watchlist. If you want to add a batch of stocks to an existing watchlist, open the detail page and use the add symbol field there.

Common patterns

Screener-to-watchlist handoff. Run a screen in Studio, review the results table, and note the symbols you want to track. Open the builder, use the Manual tab to add them one by one, and save as a named watchlist. You now have a stable snapshot to monitor over time.

Community starting point, personal refinements. Find a community watchlist that covers a theme you follow. Import it into the builder, remove the names that do not fit your thesis, add a few of your own via the Manual tab, then save under your own name.

Thematic portfolio sketch. Switch to portfolio mode before you start adding names. As you add each stock, open the right panel and assign a target weight. Save when the allocations add up to your target.

What it is not

The builder does not run a screen. It has no filter criteria, operators, or pass/fail logic. If you want to find stocks that meet quantitative rules, use Studio to build and run a screener first, then bring the results into the builder.

The builder does not edit existing watchlists. Saving always creates a new watchlist. To update an existing list, open it from your profile page.

The builder is not a portfolio tracker. Portfolio mode captures shares and target weights, but it does not connect to a brokerage, track realized gains, or calculate performance over time. For ongoing performance tracking, use dedicated portfolio tools.

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