Product Reference

Section 3

Watchlist

Watchlist is the list of stocks you're tracking, and always includes any stocks with exposure in the portfolio. Selecting a row opens that stock’s option chain.

Watchlist with numbered callouts for quote time, filters, scan, edit, refresh, and column sort.
Watchlist. The numbers on the screen match the items below.

  1. Market-data time and quote status

    States when the displayed market data was obtained.

  2. Affordability filter

    Limits the list to stocks for which current CCE can fully secure one put with a strike roughly 10% below the stock price.

  3. AI watchlist scan

    Narrows the visible list using factors including affordability, portfolio diversification, recent momentum, 52-week position, and relative valuation. Clearing the scan restores the full list.

  4. Edit watchlist

    Add or remove stock symbols. Any stocks with exposure in the portfolio (either directly as stock, or as option underlier) are always displayed in the Watchlist (with a marker "dot" on the left side of the page to indicate the name is present in the portfolio).

  5. Refresh

    Requests current watch data and quotes.

  6. Sort controls

    Sort ascending or descending by symbol, price, daily percentage change, 52-week position, beta, or correlation cluster.

    • Price and daily change. The latest stock price and the current session percentage change.
    • 52-week position. Where the current price lies between its 52-week low and high. For example, a stock exactly halfway between its 52-week low and its 52-week high will display 50%.
    • Beta. Sensitivity of the stock’s returns to the selected benchmark. For example a beta of 1.2 means the stock has historically moved about 1.2% for a 1% benchmark move, on average. The benchmark index used in beta calculations can be modified in user settings.
    • Correlation cluster. The bracketed label identifies the sector with which this stock is most correlated. This is a calculated value, not a simple lookup in a stock catalog; if you think of a stock as being in sector A, but it's listed here in sector B, that simply means its observed behavior is more like B than it is like A. An underlined label indicates the portfolio already has some exposure to the sector.

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