Universe & watchlist

The Universe page manages the two symbol lists your account runs on, plus a quick quote-lookup for checking any ticker against the active environment:

• Trading universe: the symbols SleeveFolio ranks each run and may trade automatically. Stocks and crypto both belong here, and the editor shows a section for each: add stock tickers like AAPL under Equities, and coins like BTC under Crypto; a coin is stored as its BTC/USD trading pair (the coin plus the dollar side it trades against). Each section suggests matching symbols as you type, and every new stock ticker is checked against live price data on save (coins are checked against the built-in coin list), so a typo is rejected instead of sitting in your universe as a dead entry. Saving a change kicks off a fresh signal run automatically so the rankings reflect your new symbols within a minute or two. Advisory only: it re-ranks but never places trades off a just-edited list (auto-execute trades once a day after the market opens, never on a universe edit).
• Filings watchlist: the symbols the filings feed tracks for 8-K filings (official announcements of major company events), insider trades, and earnings dates. Stocks only: crypto has no company filings to watch.

Universe size limits

The trading universe is tier-limited: 30 symbols on Free, 200 on Pro, counting stocks and coins together (there is no separate limit per section). The editor shows your plan ceiling as a hint; if you save a list that exceeds it, the save is rejected with a message telling you the maximum your plan allows. See Plans for the full tier comparison.

Editing the lists

In the trading universe, each symbol appears as a small removable chip marked with where it came from: a followed list’s own marker, a pencil for a symbol you added by hand, or a diamond for a symbol on two or more followed lists. An amber edge flags a symbol exiting for one strategy while another followed list keeps it; an amber dashed edge flags a symbol on its way out of your universe entirely. Hovering a chip shows its full details. Saving the list leaves such an exit as it is; the Keep all … as hand-addedbutton above the chips is how you keep those symbols instead — they become your own picks, nothing sells, and they keep their slots — while Let them exitbeside it lets the exits run and frees the slots; your list agreements stay on file either way. When you follow published lists, filter pills above the chips narrow the view to one source at a time. Each section has its own add box that suggests matching symbols as you type — symbols are added one at a time. The trading universe’s Equities and Crypto sections edit one shared list: a single Save button stores both sections together. Changes apply from the next signal run. Removing a symbol stops new signals for it. A removal on its own doesn’t sell shares you bought yourself, and with automatic universe management off (or on an account trading live, where list following is on hold for live) it leaves every open position alone (close those from Positions or via the kill switch). The exception is a strategy with money allocated to it that follows its published list’s updates (switched on and not paused — see automatic universe management): if that strategy bought the symbol, removing it takes the symbol out of what the strategy may hold, so while automatic trading is on, the strategy places sell orders for its own shares at the next daily run (unless trading is paused). To keep that position, keep the symbol in your universe (a symbol the strategy’s list still carries usually comes back at the next sync). Your universe is first filled in during onboarding; this page is its permanent home.

The filings watchlist is a tag input with autocomplete: start typing a ticker and pick from the suggestions, or paste a comma-separated list and each entry becomes its own tag.

The page header’s ↓ Export writes all of this page’s settings as a file: your whole trading universe (your hand picks and the symbols your followed lists brought in, stocks and crypto), the filings watchlist, the Automatic management and Let list updates replace my own picks switches, and each strategy’s followed list with its Follow list updates switch. ↑ Import reviews one: the file’s hand picks merge after yours (or replace yours, never touching list-sourced symbols), and its list symbols join as list symbols (or are left to your followed lists, when those already manage your universe) or as your own picks, if you choose. Hand picks and watchlist entries pass the same checks as a hand edit, except that a new stock no data provider can price is skipped and named instead of blocking the import. List symbols aren’t price-checked: they came in through a published list. Your universe stops at your plan’s limit, with the extras listed rather than trimmed. See Export & import your settings.

You can also add one symbol at a time from the lookup panel at the top of the page: search a stock or coin, then choose Add to universeunder the quoted price to drop it straight into your trading universe. An added symbol counts toward your plan’s universe limit like any other entry, gets the same price check on the way in, and kicks off the same automatic signal run as a saved edit. Adding a symbol that’s already in your universe changes nothing.

You don’t have to curate the list by hand. SleeveFolio can follow published lists instead — each strategy in your mix follows the list matching its own style by default, or one you pick for it on the Universe page: review each list’s rules once, and your universe then follows it daily — adds, removals, and (while automatic trading is on) exits for symbols that leave the list, all through the normal safeguards (paper accounts today — an account trading live shows its lists as on hold for live; see automatic universe management). Opt in from the Universe page; symbols you added by hand stay yours unless you explicitly allow replacements.