Smart Watchlist

AlphaTrading is designed and developed with a focus on providing a complete stock trading experience on mobile devices, so we have optimized all tasks for our customers.

Pinetree offers the Smart Watchlist feature to help identify potential stocks and support your investment decisions. With this feature, you can set up custom stock filters based on your investment preferences or apply filters used by renowned global investors to find top stocks in the market.

CREATE A NEW PERSONAL FILTER

You can quickly filter stocks according to your criteria by following these steps:

1. From the Price Board screen, go to the Smart Watchlist section and click View all then choose the “Add” button.

2. Name your Smart Watchlist for easier tracking or use filters from famous investors to adjust the screening method to your preferences. Then choose Finish

3. Choose the Watchlist then click on the filtering conditions for each criterion, including:

• Fundamental analysis
• Technical analysis
• Profit analysis

4. The system will filter out the stock codes corresponding to the criteria you have set. You can change the filtering conditions at any time using the change button located at the top right corner of the screen. With Pinetree Securities’ Smart Watchlist filter, you will always receive the latest stock portfolio that meets the filter criteria at any given time.

USING FILTERS FROM FAMOUS INVESTORS

From the Watchlist screen, under the Smart Watchlist section, click on the filters from famous investors, including Philip Fisher and Walter Schloss. The list of stocks filtered according to the criteria of renowned investors is updated daily.

EDIT/MODIFY PERSONAL FILTER

1. From the personal filter that has been created, you can change the initial filtering conditions.

2. You can then adjust the filter according to your preferences.

DELETE FILTER

Go to your personal filter as instructed above and press the Delete button.