Watchlist

The Watchlist lets you track ETFs with at-a-glance metrics — concentration, top sectors, portfolio overlap, and data freshness — all in a single dashboard.

Access: Navigate to Workspace → Watchlist in the sidebar.

Overview

The Watchlist table shows one row per tracked ETF with these columns:

Column	Meaning
Ticker	ETF ticker symbol
Fund Name	Fund name (from EDGAR cache)
Holdings	Number of holdings in the fund
Top Holding	Largest single position name
Top-10 Wt	Cumulative weight of the 10 largest holdings
Eff N	Effective number of holdings (1/HHI) — how many equal-weight stocks the fund behaves like
Verdict	Concentration verdict: Broad, Moderate, or High conc.
Top Sectors	Top 3 sectors with approximate weights
Overlap	Weight-adjusted overlap vs your IBKR portfolio (if connected)
Fresh	Days since the holdings data was last reported

Adding ETFs

There are two ways to add ETFs to your watchlist:

From any research view

1. Search for an ETF (press /, type ticker, Enter)
2. Press w to add the current ETF to the watchlist
3. A notification confirms the addition

From the Watchlist view

1. Click Add ticker to reveal the search panel
2. Type a ticker, fund name, or issuer in the search box
3. Press Enter or click Search
4. Filter results by issuer using the dropdown
5. Select a result and click Add (or press Enter on the row)

Tip

Press a while in the Watchlist view to quickly focus the search input.

Filtering

Use the filter input in the toolbar to narrow the watchlist table. It matches against ticker and fund name.

Removing ETFs

1. Select a row in the watchlist table
2. Click Remove or press Delete / Backspace
3. A notification confirms removal with an undo option

Undo: Press Ctrl+Z immediately after removing to restore the ETF.

Opening an ETF

Double-click any row in the watchlist table to navigate directly to that ETF's research view (Overview).

Alternatively, select a row and press Enter.

Overlap Column

When connected to IBKR, the Overlap column shows how much each watchlist ETF overlaps with your current portfolio holdings. This helps you evaluate whether adding a new ETF would actually diversify your portfolio or just duplicate existing exposure.

The overlap is calculated as the sum of minimum weights for all shared tickers between the watchlist ETF and your portfolio's top 5 positions (by market value), weighted by position size.

Note

Overlap requires an active IBKR connection and cached holdings data for your portfolio ETFs. If not connected, the column shows "—".

Freshness Column

The Fresh column shows how old the cached holdings data is:

Display	Meaning
12d	12 days old — recent data
~75d	~75 days old — acceptable but aging
!200d	200 days old — stale, consider refreshing

Export

Click Export in the toolbar to save the current watchlist table to CSV. The file is saved to ~/.etfray/exports/watchlist_<timestamp>.csv.

Keybindings

Key	Context	Action
w	Global (any ETF view)	Add current ETF to watchlist
a	Watchlist view	Focus the search/add input
Enter	Watchlist table	Open selected ETF
Delete / Backspace	Watchlist table	Remove selected ETF
Ctrl+Z	Watchlist view	Undo last removal