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Using TradingFlow6 min read

Watchlists & Filters

Written by
TradingFlow Team

Use watchlists to follow only the names you care about, and filters to narrow any view to exactly the flow you want to see.

#watchlists#filters#saved views#ticker search

TradingFlow shows a lot of activity at once. Watchlists and Filters are the two tools that help you cut through it and focus. They work the same way across Option Trades, Rank Contracts, and Rank Symbols, so once you learn them on one screen you know them everywhere.

  • A watchlist is your personal list of tickers — think "my portfolio" or "stocks I'm tracking this week." Apply it to scope a view down to just those names.
  • A filter is a set of screening rules — calls vs. puts, premium size, sentiment, activity type, and more — that narrows a view to the kind of flow you want.

If you're brand new, start with Getting Started first, then come back here to learn how to focus.

Watchlists

Every screen has a ticker search box. Type a symbol (for example, AAPL) and pick it from the results. Search is built on official symbol reference data, so the names you find are real, correctly identified stocks and ETFs. Search is available broadly — you don't have to be signed in just to look something up.

Build your personal list

  • Signed-in users can keep multiple watchlists, with exactly one marked as the default. The default is the list TradingFlow falls back to when it needs an "active" list.
  • Guests (not signed in) get a single temporary list that is not saved between visits. To keep your lists across sessions, sign in.

To add a symbol, use the save-to-watchlist action — the heart icon you'll see in tables and detail views. Tapping the heart adds or removes that ticker from your list.

Apply a watchlist to scope the view

Adding a symbol to a list and filtering the screen by it are two different things. Once you've built a list, apply it to scope the current view so the table shows only those symbols. This works consistently everywhere — the rows, the summary metrics, the live feed, all of it respect the applied watchlist.

Heart vs. "filter by this" — why they're separate

In tables you'll notice three distinct, side-by-side actions for a symbol, and they are kept deliberately separate so nothing happens by surprise:

  • Save to watchlist (the heart) — adds/removes the ticker from your list. It does not change what's on screen.
  • Filter by this symbol — scopes the view to just that one ticker, right now.
  • See details — opens the drill-down panel for a closer look.

This separation means saving a name for later never accidentally narrows your screen, and filtering to a name never accidentally edits your saved list.

One scope at a time

Watchlist scoping and single-symbol filtering are mutually exclusive — only one can scope a page at a time, never both. If you apply a watchlist and then filter to a single ticker, the single ticker takes over; switch back and your watchlist scope returns. This keeps it always clear exactly which names you're looking at.

Note: A watchlist is identified by the plain ticker (like AAPL); extra detail such as the exchange is just supporting context. Applying a watchlist is a paid feature on the data screens, because it reshapes the view away from the free public preview. Also, if your applied watchlist is empty, the screen shows no rows rather than silently widening back to everything.

Filters

Filters live in a single, unified Filter View dialog, opened from the Filters control at the top of the screen.

The Filters dialog The Filter View dialog on Option Trades. Edits here are staged as a draft until you press Apply.

Draft now, commit on Apply

The Filter View is built as "draft then commit" so your in-progress edits are never saved by accident:

  • Changes you make in the dialog are staged — nothing on the live screen changes yet.
  • Pressing Apply commits your edits, refreshes the data, and makes that the active view.
  • Closing the dialog without applying (the close button, clicking away, or pressing Esc) quietly discards your unapplied edits. Next time it reopens from your last committed state.
  • Reset to defaults re-stages the editor back to the shipped factory settings; it only takes effect once you press Apply.

Saved Filter Sets

A Saved Filter Set is a named, reusable view that remembers your filters (and, where applicable, your column layout and sort order). This is a paid feature:

  • Paid users can keep several saved sets and name them.
  • Exactly one is marked the default — it's what the app loads with when nothing else is specified.
  • The default can't be deleted, and the last remaining set can't be deleted; to remove a default, first promote another set to default.
  • The Filters control is labeled with the name of the set you're currently using, so you always know which view is live.

What's saved vs. session-only

Some things are deliberately session-only and reset rather than persist, because they describe a momentary research action rather than a saved view:

Saved with your viewSession-only (resets)
Calls/puts, sentiment, premium size, activity type, and other screening filtersThe chosen date range
Column layout and sort order (where supported)The chosen time range
Your default watchlist preferenceA typed-in symbol and the current page number

Filters are a paid action on premium screens

Everyone can see a genuinely useful public preview of each tool. But applying custom filters (and custom sorting, watchlist scoping, exports, and live data) is paid only on the Rank screens and on Option Trades. Unpaid users see the filter controls — sometimes they can even press Apply to sample the preview — but the screen always returns to the fixed public preview. To learn what's free versus paid on each surface, see the individual chapters for Option Trades, Rank Contracts, and Rank Symbols.

Rank filters The same draft-then-Apply filter pattern on Rank Symbols — the focusing tools behave the same way across every surface.

How to watch only your portfolio names across tools

Here's the practical recipe most traders want:

  1. Sign in so your lists are saved.
  2. Search each of your holdings and tap the heart to add them to a watchlist (make it your default if you want it to load automatically).
  3. On any screen — Option Trades, Rank Contracts, or Rank Symbols — apply that watchlist to scope the view to just your names.
  4. Add filters on top if you want to narrow further (for example, only large-premium call buying), then Apply, and save it as a named Filter Set for next time.

Now every tool shows only the flow that matters to you, and your setup is one click away on your next visit.

What to do next

You now know how to focus any view. Next, dive into the concepts behind what you're filtering — calls vs. puts, sentiment, and unusual activity — in Options & Flow Concepts.

Try it live: Option Trades · Rank Contracts · Rank Symbols

Using TradingFlow6 min read

自选列表与筛选器

Written by
TradingFlow Team

用自选列表只关注你在意的标的，用筛选器把任意视图精确收窄到你想看到的流量。

#watchlists#filters#saved views#ticker search

TradingFlow 同时呈现大量活动。**自选列表（Watchlists）和筛选器（Filters）**是帮你从中聚焦的两大工具。它们在期权交易（Option Trades）、合约排行（Rank Contracts）和标的排行（Rank Symbols）中的工作方式完全一致，所以你在一个界面学会后，在任何地方都会用。

  • 自选列表是你个人的标的清单——可以理解为"我的持仓"或"本周关注的股票"。应用它即可把视图收窄到这些标的。
  • 筛选器是一组筛选规则——看涨 vs 看跌、权利金规模、情绪、活动类型等——把视图收窄到你想看的那类流量。

如果你是全新用户，请先阅读新手入门，再回到这里学习如何聚焦。

自选列表

用代码搜索找到标的

每个界面都有**代码搜索（ticker search）**框。输入代码（例如 AAPL），从结果中选取即可。搜索基于官方的标的参考数据，因此你找到的名称都是真实、被正确识别的股票和 ETF。搜索面向广泛用户开放——仅仅查一个标的，你不需要登录。

建立你的个人列表

  • 已登录用户可以保留多个自选列表，并且恰好有一个被标记为默认。当 TradingFlow 需要一个"当前"列表时，会回退到默认列表。
  • 访客（未登录）只有一个临时列表，且在两次访问之间不会被保存。要跨会话保留你的列表，请登录。

要添加标的，使用保存到自选列表操作——你会在表格和详情视图中看到的**爱心（heart）**图标。点击爱心即可把该代码加入或移出你的列表。

应用自选列表以收窄视图

把标的加入列表和按它筛选界面是两件不同的事。建好列表后，应用它以收窄当前视图，使表格只显示这些标的。这在各处行为一致——表格行、汇总指标、实时流量，全都遵循已应用的自选列表。

爱心 vs "按此筛选"——为何二者分开

在表格中你会注意到针对一个标的有三个并排、彼此独立的操作，它们被刻意分开，以免发生意外：

  • 保存到自选列表（爱心）——把代码加入/移出你的列表。它不会改变界面上显示的内容。
  • 按此标的筛选——立即把视图收窄到这一个代码。
  • 查看详情——打开下钻面板以便更近距离查看。

这种分离意味着：为以后保存一个标的，永远不会意外收窄你的界面；而按某标的筛选，也永远不会意外修改你已保存的列表。

一次只有一种范围

自选列表收窄和单标的筛选是互斥的——一个页面一次只能由其中一种来收窄，绝不会两者同时生效。如果你应用了自选列表，然后又筛选到单个代码，单个代码会接管；切换回去，你的自选列表范围就会恢复。这让你始终清楚自己究竟在看哪些标的。

提示： 自选列表以纯代码（如 AAPL）来标识；交易所等额外细节只是辅助上下文。在数据界面上，应用自选列表是付费功能，因为它会让视图脱离免费的公开预览形态。此外，如果你应用的自选列表为空，界面会显示无任何行，而不会悄悄放宽回全部。

筛选器

筛选器集中在一个统一的筛选视图（Filter View）对话框中，从界面顶部的Filters 控件打开。

筛选器对话框 期权交易上的筛选视图对话框。这里的编辑会作为草稿暂存，直到你按下 Apply。

先草稿，按 Apply 才提交

筛选视图采用**"先草稿、再提交"**的设计，以免你正在进行的编辑被意外保存：

  • 你在对话框里所做的更改会被暂存——实时界面尚未改变。
  • 按下 Apply 会提交你的编辑、刷新数据，并使其成为当前视图。
  • 未应用就关闭对话框（关闭按钮、点击别处，或按 Esc）会悄悄丢弃你未应用的编辑。下次打开时会从你上次已提交的状态恢复。
  • **恢复默认（Reset to defaults）**会把编辑器重新暂存回出厂设置；只有在你按下 Apply 后才生效。

已存筛选组合（Saved Filter Sets）

已存筛选组合是一个有名称、可复用的视图，它会记住你的筛选条件（以及在适用时的列布局和排序）。这是付费功能：

  • 付费用户可以保留多个已存组合并为其命名。
  • 恰好有一个被标记为默认——当没有指定其他时，应用就以它加载。
  • 默认组合不可删除，最后剩下的一个组合也不可删除；要删除默认，需先将另一个组合升为默认。
  • Filters 控件会标注你当前所用组合的名称，让你始终知道哪个视图正在生效。

哪些会保存，哪些仅限本次会话

有些内容被刻意设为仅限本次会话，会重置而非保留，因为它们描述的是一次临时的研究动作，而非一个已保存的视图：

随视图保存仅限本次会话（会重置）
看涨/看跌、情绪、权利金规模、活动类型等筛选条件所选的日期范围
列布局与排序（在支持的地方）所选的时间范围
你的默认自选列表偏好手动输入的代码及当前页码

在高级界面上，筛选是付费操作

每个人都能看到各工具真正实用的公开预览。但在 Rank 界面和期权交易上，应用自定义筛选（以及自定义排序、自选列表收窄、导出和实时数据）属于付费功能。未付费用户能看到筛选控件——有时甚至能按 Apply 来体验预览——但界面始终会回到固定的公开预览。要了解各界面上免费与付费的区别，请参阅各章节：期权交易、合约排行和标的排行。

Rank 筛选器 标的排行上同样的"先草稿、按 Apply"筛选模式——聚焦工具在每个界面上行为一致。

如何在各工具中只关注你的持仓标的

下面是大多数交易者想要的实用流程：

  1. 登录，以便保存你的列表。
  2. 搜索你的每个持仓并点击爱心把它们加入一个自选列表（如果希望它自动加载，把它设为默认）。
  3. 在任意界面——期权交易、合约排行或标的排行——应用该自选列表，把视图收窄到只剩你的标的。
  4. 如需进一步收窄，可在其上叠加筛选（例如只看大额权利金的看涨买入），然后Apply，并将其保存为命名的筛选组合以备下次使用。

现在每个工具都只显示对你重要的流量，而你的设置在下次访问时只需一次点击即可调出。

下一步

你现在已经知道如何聚焦任意视图。接下来，深入了解你所筛选内容背后的概念——看涨 vs 看跌、情绪和异常活动——请参阅期权与流量概念。

立即体验：期权交易 · 合约排行 · 标的排行

Tags#watchlists#filters#saved views#ticker search