Focus Lists
Organize Your Best Ideas and Power Your Agents with Smarter Stock Selection
Focus Lists in Option Circle help you streamline idea generation and automate smarter trading decisions. Whether you’re building your own high-conviction stock list or exploring market trends and technical setups, Focus Lists give your strategies a refined starting point.
What Are Focus Lists?
Focus Lists are curated stock watchlists that guide your Agents in what to trade. Instead of scanning the entire market, your strategies can act on a defined set of symbols—giving you more control, clarity, and alignment with your views.
There are four types of Focus Lists you can use:
- Custom Lists: Manually built lists tailored to your interests
- Thematic Lists: Trend-based groupings like AI, Green Energy, or Cybersecurity
- Technical Lists: Generated from market insights using technical filters like RSI, MACD, candlestick patterns, etc.
- AI-Curated Lists (Coming Soon): Smart lists built using Option Circle’s signal engine
Where to Find It
You’ll find Focus Lists in the left-hand navigation menu under “Stock Focus List.” From here, you can:
- Browse personal or community-created lists
- Create your own from scratch
- Import a list via CSV
- Build a list directly from technical filters
Types of Lists and How to Use Them
1. Custom Lists
Perfect for building your own high-conviction stock list. For example, if you're interested in “The Magnificent 7” tech giants, here’s how you’d do it:
Steps:
- Click “Create List”
- Choose Custom
- Name it: Mag 7 Tech Plays
- Add description (optional)
- Add symbols: TSLA, AAPL, NVDA, MSFT, GOOGL, META, AMZN
- Click Save
Now this list will appear under your Personal lists.
2. Community & Thematic Lists
Explore lists created by others or curated around themes like "Crypto Infrastructure" or "Clean Energy." You can click the “eye” icon to view the symbols included.
Use Case: If you're running a thematic strategy (e.g., “Buy Calls on AI Stocks During Earnings Season”), just select the “AI & Machine Intelligence” list from the thematic tab.
3. Technical Lists
Technical Lists are created based on market signal filters from Option Circle’s Market Insights > Technical Analysis section.
Example: Build a Bullish Reversal List
- Go to “Market Insights”
- Click “Technical Analysis”
- Filter by index (e.g., S&P 500)
- Select a signal (e.g., Bullish Engulfing)
- Click “Preferences” and save as a list (e.g., SPX Bullish Patterns)
This list will now show up under your Technical lists in the Focus Lists panel.
4. Importing a List
If you have an existing list in Excel or another platform:
Steps:
- Click “Import”
- Download the sample CSV template
- Format your file using the template (note: use ^ in front of indices like ^SPX)
- Upload the file
- Choose to “Replace” or “Add” symbols to an existing list
- Click OK to save
Example Use Cases
Scenario | How Focus Lists Help |
|---|---|
Building a long-term dividend strategy | Use a Custom List of high-yield stocks (e.g., KO, PG, XOM, PEP) |
Trading short-term earnings setups | Create a Technical List of stocks with high IV Rank or MACD cross |
Following market themes | Apply Thematic Lists like “Cybersecurity” or “Electric Vehicles” |
Running speculative momentum agents | Use Technical Lists like “Breakout Over 52-Week High” |
Best Practices
- Start simple: Begin with a few focused symbols and expand as you gain confidence.
- Label clearly: Use descriptive names like “SPY Income Trades” or “0DTE Tech List”
- Align lists to strategy goals: Don't feed speculative lists to defensive agents (and vice versa)
- Update regularly: Review your lists as markets evolve to keep your ideas relevant