Watchlist and alerts: staying informed without daily checking

A watchlist and alerts setup answers a simple problem: you cannot open ten account pages every day, but you do not want to miss an important change. The watchlist gathers accounts on one page, and alerts speak up only when a state has actually changed. That is what separates it from anxious monitoring: a good alert ties the decision to the moment of change rather than to a daily habit.

What a watchlist does and does not do

On any account page, press add to watchlist, then see them all under My watchlist. The list performs no automatic financial action: it places no order, moves no funds and creates no relationship with a manager. For a serious comparison, pair the list with the comparison table and place up to four accounts side by side.

Five alerts that earn their place

An alert is sent only when the state genuinely changes, never as a repetition. Each alert also shows its data source and timestamp, so you know what it is based on. The full guide is in watchlist and alerts.

How to choose a drawdown threshold

Take the threshold from your own tolerance, not from a round, popular number. If a 15 percent drawdown would change your decision, set 15; set 30 and the alert arrives after much of the decision has already passed. To understand the arithmetic of loss and recovery, open the recovery calculator: a 50 percent drawdown needs a 100 percent gain to get back to the starting point.

Delivery channels

In-platform notifications, email, SMS and connected messengers. Configure channels under addresses and messengers. Which alert types and channels are available depends on your plan; the details are in the subscription and billing guide.

Watchlist versus joined accounts

The watchlist is for monitoring public accounts and creates no operational relationship. Joined accounts is where real relationships, requests and the next step for each one live. If you have sent a contact request or hold a relationship under a proprietary method, track it in joined accounts, not in the watchlist.

Three common alert mistakes

• Alerting on everything: if every small change pings you, the important alerts drown in noise.
• Setting the threshold too far away: an alert that always arrives late has lost its main purpose.
• Ignoring the data-source alert: when data is stale, comparing today’s figure with yesterday’s is meaningless.

Frequently asked questions

Does the manager see that I added an account to my watchlist?

The watchlist is a private monitoring tool; it creates no operational relationship and notifies no manager.

How many accounts can I watch?

The limit depends on your plan and is shown on the same page.

What if I miss a drawdown alert?

Alerts remain in the panel and the account’s state history stays reviewable, but the decision still depends on when you receive it.

The bottom line

A watchlist is a tool for order, not for excitement. Gather a few relevant accounts on one page, set one realistic threshold and a handful of meaningful alerts, and choose a delivery channel you actually read. Then you can review the trading accounts list calmly and step into a decision only when something has changed.