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.

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

Set the chart to weekly or monthly to avoid noise.

Monthly Review Routine (Sample)

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.