Stock Watchlist Template | Weekly Market Prep & Swing Trading Watchlist for Excel
Give your weekend prep a structure and let the spreadsheet do the arithmetic. This Excel stock watchlist template combines a weekly market prep sheet with a 100-row swing trading watchlist and an auto-ranked Focus List.
Start with the market: type benchmark closes and moving averages to see Uptrend, Mixed or Downtrend; enter sector % changes and the sheet ranks 11 sectors by a composite strength score with a chart; list the week's key events; then choose your bias. Your bias rules set max exposure, a risk multiplier and max new trades for the week.
Add ideas to the watchlist and it calculates distance to trigger, near-trigger and through-trigger alerts, reward:risk, stop distance in ATRs, shares at this week's risk, position size, days to earnings with a warning flag, sector rank and a 0-100 setup score using weights you control. The Focus List pulls your top 10 active ideas, and the Weekly Review counts ideas, triggers and entries per week next to your results and lessons.
Fictional example data included. Formulas only - no macros, no live data feeds, nothing leaves your file.
What's included
• Rangefolio-Weekly-Watchlist-Market-Prep.xlsx (7 sheets, no macros)
• Market Prep: benchmarks, 11 ranked sectors with chart, key events, bias, game plan
• Watchlist (100 rows): trigger alerts, R:R, ATR stop, shares, earnings flag, score
• Focus List: top 10 active ideas ranked automatically
• Weekly Review with chart
• Settings: score weights and bias rules you control
• Start Here tab, drop-downs, protected formulas (no password), print-ready
• User-Guide.pdf (5 pages)
Who it's for
• Swing traders who prepare at the weekend
• Traders juggling too many tickers who want a ranked shortlist
• Anyone who wants market context and sector strength written down before picking trades
• Rangefolio journal users who want the idea-finding step before the journal
File formats and compatibility
• Microsoft Excel .xlsx workbook plus a PDF user guide, delivered as one zip
• Built for Microsoft Excel 2019/365 (.xlsx, no macros). Tested in LibreOffice Calc. Google Sheets import is possible but not officially supported.
• No add-ins, internet connection or live data required
• Instant digital download; no physical item is shipped
FAQ
Q: Does it update prices automatically?
A: No. You type closes, moving averages, sector changes and prices from your own charting platform. That keeps it offline, private and compatible.
Q: Can I change how ideas are scored?
A: Yes. Quality, reward:risk, nearness to trigger, sector strength and the earnings penalty are weights on the Settings sheet.
Q: How many ideas can I track?
A: 100 watchlist rows and as many weeks as you like on the Weekly Review. Clear old rows or start a fresh copy each quarter.
Q: Does it pick stocks for me?
A: No. It organises and ranks the ideas and rules you enter. It is an educational planning tool, not advice or a signal service.
Disclaimer: Educational tool only. This product is not financial, investment, tax or trading advice and is not a recommendation to buy or sell any security. Results depend entirely on the numbers you enter; check every figure before placing an order. Trading involves substantial risk of loss. All example data (ZZ-prefixed tickers, prices, FX rates) is fictional or illustrative. Rangefolio is not affiliated with, endorsed by or sponsored by any broker or exchange, including Interactive Brokers; broker names are used only to describe compatibility.