Watchlists

The AI Trading Agent uses watchlists to understand what markets you care about, what it is allowed to trade, and how to safely scan and act on opportunities.

Smart Trading with Watchlists

Think of watchlists as the map of your trading universe. Nothing outside that map is touched.

What Are Watchlists?

Watchlists are groups of symbols defined on your trading platform, such as:

  • Forex Majors
  • Indices
  • Crypto
  • Gold & Metals
  • Research / Monitoring

Each watchlist contains one or more tradable symbols.

The agent can:

  • View all watchlists
  • Load a specific watchlist
  • Read the symbols inside a watchlist
  • Use watchlists to drive analysis, scanning, and trading

Why Watchlists Matter

Watchlists give you full control over:

  • Which markets are tradable
  • Which markets are analysis-only
  • What symbols are scanned automatically
  • Where trades are allowed to happen

If a symbol is not in an approved watchlist, the agent will ignore it completely.

This prevents accidental trades in unwanted markets.

Viewing Watchlists

You can ask the agent to retrieve:

All Watchlists

Use this when you want an overview of everything available.

Example:

Show all available watchlists.

A Specific Watchlist

Use this when you want to focus on one market group.

Examples:

Show the *Forex Majors* watchlist.
Get the symbols in my *Indices* watchlist.
Load the *Gold & Metals* watchlist.

How Watchlists Control Trading

Trade-Only Watchlists

The agent is allowed to trade only symbols that belong to approved watchlists.

If a symbol is outside those lists:

  • No trades are opened
  • No positions are modified
  • No scaling is allowed

Example:

Trade only symbols from my *Forex Majors* watchlist.

Read-Only (Analysis-Only) Watchlists

Some watchlists are meant for research or monitoring.

Symbols in these lists can be:

  • Analyzed
  • Drawn on
  • Monitored

But never traded.

Example:

Analyze symbols in my *Research* watchlist, but do not trade them.

Session-Aware Watchlists

Some watchlists are valid only during certain market sessions.

The agent automatically blocks trades when the session does not match.

Example:

Trade symbols from *Asia FX* only during the Asian session.

How the Agent Chooses a Symbol

Whenever a symbol is involved, the agent follows a simple, predictable logic:

  1. If you name a symbol directly → That symbol is used.
  2. If you name a watchlist but no symbol → The agent selects a suitable symbol from that watchlist.
  3. If you name neither → The agent uses the currently active chart symbol.

You never need to worry about symbol selection details.

Automatic Chart Handling

Once a symbol is chosen, the agent automatically:

  • Opens the correct chart
  • Applies the requested timeframe
  • Runs analysis or trading in that chart context

You never need to open or manage charts manually.

Example:

Load my *Forex Majors* watchlist, select EURUSD, open the H1 chart, and analyze support and resistance.

Watchlist-Based Market Scanning

Instead of checking charts one by one, the agent can scan entire watchlists for you.

How a Scan Works

  1. The agent loads the selected watchlist
  2. Each symbol is analyzed one by one
  3. Market conditions are evaluated, such as:
  • Trend direction
  • Volatility
  • Strategy conditions
  1. Results are ranked from strongest to weakest
  2. Only the best setups are highlighted

Example Scan Requests

Scan my *Forex Majors* watchlist on H1 and show the best setups.
Analyze my *Indices* watchlist and rank symbols by bullish strength.

Trading Only from Scan Results

The agent never trades blindly.

Trades are executed only if:

  • The symbol comes from an approved watchlist
  • The setup ranks high enough in scan results
  • All account and risk checks pass

Example:

Trade only the top-ranked setup from my *Forex Majors* scan.

Safety & Scope

Before any trade or modification, the agent automatically checks:

  • Margin level
  • Free margin
  • Open positions
  • Total exposure
  • Risk limits

If a request is unsafe, it is blocked automatically, even if you ask for it.

You don’t need to remember rules — the agent enforces them.

Explainable Decisions

Nothing happens silently.

If the agent refuses an action, it explains why in plain language, such as:

  • “Trade blocked: margin level too low.”
  • “Symbol not in an approved watchlist.”
  • “Risk limit reached — scaling disabled.”

You always know what’s happening.

Example

Scan my *Forex Majors* watchlist on H1, pick the strongest bullish setup, open its chart, and trade it only if margin level is above 300%.

The agent will:

  • Load the watchlist
  • Analyze all symbols
  • Rank setups
  • Select the best one
  • Check account safety
  • Trade only if conditions are safe

Agent Decision Priority

When there is a conflict, the agent always follows this order:

  1. Account safety (margin, drawdown)
  2. Risk limits (exposure, protections)
  3. Watchlist rules
  4. Symbol eligibility
  5. Your request

Your request is never executed if it breaks safety rules.

You choose the markets. The agent finds opportunities and trades them only when it’s safe.This is disciplined, controlled, and explainable trading — by design.

Integrating Active Chart with Watchlists

Watchlist → Chart → Analysis

When you work with watchlists:

  1. A symbol is selected from the watchlist
  2. Its chart becomes the active chart
  3. Analysis and drawings apply immediately

Example:

Load my *Forex Majors* watchlist, open EURUSD, and analyze the active chart.

Drawing on One Symbol, Scanning Many

You can:

  • Draw structure on one chart
  • Ask the agent to scan other symbols for similar patterns

Example:

Scan my *Forex Majors* watchlist for charts similar to this trend structure.

Agent behavior:

  • Uses your active chart as a reference
  • Looks for comparable trends or zones across the watchlist

Watchlist-Aware Scanning with Chart Logic

When scanning a watchlist, the agent can:

  • Apply the same timeframe
  • Use the same trend logic
  • Rank symbols by alignment with your strategy

Example:

Scan my *Indices* watchlist on H1 and find charts respecting trend lines.

Example

Scan my *Forex Majors* watchlist on H1, find a bullish trend similar to this chart, open the best one, and enter a long trade if price pulls back to support and margin stays above 300%.

Agent flow:

  1. Scan watchlist
  2. Rank bullish structures
  3. Activate the best chart
  4. Apply entry logic using structure
  5. Check account safety
  6. Execute trade only if safe

What the Agent Will Never Do

  • Trade outside your watchlists
  • Ignore your drawings
  • Analyze a different chart than the one you see
  • Execute trades that violate safety rules
  • Modify drawings without permission

How This Benefits You

  • Your chart work becomes actionable
  • No need to restate symbol or timeframe
  • Faster, more accurate decisions
  • Visual and logical alignment
  • Fully explainable trades
Draw your view, speak your intent, and let the agent turn your chart into disciplined trades — safely and transparently.