Kotak
Stockshaala
Chapter 3 | 2 min read
Long-Term Investors: Watchlists, Notes & Macro Indicators
If you're a long-term investor, you don’t need to track charts minute by minute.
Instead, your edge comes from:
- Understanding the big picture
- Tracking quality businesses
- Watching macro signals that shape market cycles
TradingView isn’t just for short-term traders, it can be a powerful tool for long-term investors too.
Step 1: Create a Thematic Watchlist
Organize stocks based on sectors, themes, or strategies.
Core Portfolio | Stocks you already own |
Potential Buys | Companies on your radar |
High Dividend Picks | Yield-focused large caps |
Global Macro | Indices, commodities, FX pairs |
Sector Themes | IT, Banking, FMCG, Infra, etc. |
To create a watchlist:
- Open the Watchlist panel (right sidebar)
- Click the 3-dot menu → Create New List
- Add stocks, ETFs, or indices based on your goals
Step 2: Use Notes to Track Research
Each stock or index in your watchlist allows personal notes.
Use it to log:
- Entry rationale
- Target allocation
- Key risks or news
- Valuation checkpoints
- Rebalancing plans
To add a note:
- Hover over a stock → Click the “note” icon → Add comments
This becomes your mini research journal, attached to each stock.
Step 3: Add Macro & Global Market Indicators
Long-term investors often ignore charts, but they shouldn’t ignore macro trends.
Use TradingView to track:
- US 10Y bond yield (US10Y)
- Crude Oil Futures (USOIL)
- INR vs USD (USDINR)
- Gold (XAUUSD)
- VIX (Volatility Index) (INDIAVIX or VIX)
- Global Indices (e.g., S&P 500, Nikkei, DAX)
Create a layout with 3–4 macro charts and save it as “Macro Dashboard” for monthly review.
Suggested Indicators for Long-Term Context
200 EMA (Weekly) | Tracks long-term trend of index or stock |
MACD (Slow setting) | Identifies big trend shifts |
On-Balance Volume | Confirms accumulation in steady movers |
Relative Rotation Graph (RRG) | Sector momentum and rotation |
Set the chart to weekly or monthly to avoid noise.
Monthly Review Routine (Sample)
First weekend | Review watchlist notes |
Once/month | Check macro dashboards |
Quarterly | Add new fundamental triggers (dividend hikes, earnings) |
Rebalance | Based on allocations, valuations, or conviction shifts |
To Sum Up
Long-term investing isn't just about buying and waiting.
It’s about staying informed, tracking your thinking, and adjusting with clarity.
With watchlists, notes, and macro dashboards, TradingView becomes a powerful companion - not for chasing moves, but for making better decisions over time.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. It is not produced by the desk of the Kotak Neo Research Team, nor is it a report published by the Kotak Neo Research Team. The information presented is compiled from several secondary sources available on the internet and may change over time. Investors should conduct their own research and consult with financial professionals before making any investment decisions. Read the full disclaimer here.
Investments in securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed SEBI prescribed limit. The securities are quoted as an example and not as a recommendation. SEBI Registration No-INZ000200137 Member Id NSE-08081; BSE-673; MSE-1024, MCX-56285, NCDEX-1262.
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