Flagship session
Watchlist Preparation Workshop
A half-day, in-person session where you build a focused watchlist from your own chart library, with clear entry notes and risk markers for each name.
Who this is for
Independent traders and small desk members who review charts daily and want a repeatable watchlist routine.
How the session runs
- Submit three sample charts one week before the session
- Morning block: define criteria and scan your universe
- Afternoon block: rank names and write entry conditions
- Closing review with instructor feedback on your final list
Included
- Printed workbook with watchlist templates
- Review of up to 12 charts you bring
- Pair exercise on narrowing a crowded list
- Take-home triage checklist
Not included
- Brokerage account setup
- Trade execution or signal alerts
- Ongoing portfolio management
Before you arrive
Bring a laptop with your charting software, a notebook, and a short list of markets you follow.