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Watchlist View

Wathclist type view of a user's playbook
The Watchlist view is a mode enabled through the toolbar i the by clicking on the
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group by button and selecting “group by Watchlist”.
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The Watchlist view is another core exprience of the Xolio platform as it uses one of the defining elements
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as its building block. The watclist is a central component of the platform as it one of the key methods by which a user follows and receives recommendations from other users. Its also a way by which they group and track the performance of their ideas. A watchlist can be created by the user themselves or by following another user.

Anatomy of a Watchlist

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Types of Watchlists

User Created watchlist
Subsribed to watchlist

Watchlist view modes

Row
4Up
Collapsed
Compact
Full Expanded

Watchlist Elements
Element
Description
Visual
Avatar
This only appears for Watchlists that a user is following
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Title
Title of the watchlist
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Watchlist daily Gain
the daily gain of the watchlist. if the watchlist has a weighting then the weights are factored as part of the calculation
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Notifications
This are notifications associated with the watch list such as owner updates, articles associated to the watchlist or its tickers, alerts on the associated tickers.
Watchlist score
This is the Xolio performance score for the watchlist
Options menu
an options menu allowing the user to:
Remove
Mute notifications
Change card layout
goto details
can be displayed on rollover of the card
There are no rows in this table
Watchlist View - User Stories
Main Story
User Stories
Action
Change Card Layout
3
A User can change the card layout of all the cards on the playbook by clicking on the see . See hte section to learn more about card layouts and managing the library.
Application opens .
A User can change the card layout of only the selected list by rolling over the list and selecting the drop down. the dropdown is the same as the main dropdown in the toolbar
Application applies the card changes to the entire list
Card layout selection is preserved ( Autosaved ) in the playbook and will be persistent on the next visit.
Application Autosaves and preserves the card layout selection
Add Elements
2
A User can click the plus button to add stock or watchlist to the content section in all views.
Application displays the and after the user has selected the content automatically displays the content in the playbook’s content section.
if the user adds a stock it is added to the ungrouped group at the end of the view
if the user adds a watchlist it is added as the last watchlist
A User can scroll to the bottom of the content area to see a plus button that allows the user to add stock or watchlist to the content section in all views.
Same as above.
Plays
1
A User can rollover the play of each stock section to view a tooltip displaying the details of the play that this list has on the ticker.
Application displays a tooltip showing all the details of the play
Notifications
2
A User can rollover the notifications section of the Watchlist to display a notifications tooltip.
Application displays a notifications tooltip
A User can click on the notifications to open a notifications detail modal
Application displays the notifications details modal
Editing layout
2
A User can enable the editing mode of the playbook by clicking on the reorder button in the toolbar
Application sets the playbook into
A User can rearrange playlists and add new elements in edit mode ( Explained further in


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