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Stock Baskets

Create custom collections of stocks for organized tracking and backtesting.

What are Stock Baskets?​

Stock baskets let you group stocks into custom collections for:

  • Backtesting — Test strategies on specific stock groups
  • Screening — Run screeners on custom watchlists
  • Organization — Track stocks by sector, strategy, or theme

Creating a Basket​

  1. Navigate to Baskets page
  2. Click Create New Basket
  3. Enter basket name (required, cannot be edited later)
  4. Add optional description (cannot be edited later)
  5. Search and add stocks by ticker or company name
  6. Save basket

Adding Stocks​

Search Method:

  • Type ticker symbol (e.g., TSLA) or company name (e.g., Tesla)
  • Select from dropdown suggestions
  • Use arrow keys to navigate, Enter to select

Paste Method:

  • Paste multiple tickers separated by spaces or commas
  • Valid tickers appear as gray pills
  • Invalid tickers appear as red pills (not saved)

Stock Pills:

  • Gray — Valid ticker, will be saved
  • Red — Invalid ticker, will be ignored
  • Click X to remove any stock

Managing Baskets​

View Basket​

Click View to see:

  • Basket name and description
  • Complete list of stocks
  • Last updated timestamp
  • Stock count

Edit Basket​

Click Edit to modify stocks:

  • Add new stocks
  • Remove existing stocks
  • Name and description are locked after creation

Delete Basket​

Click Delete to permanently remove basket and all its stocks.

Using Baskets​

In Backtests​

When creating a backtest:

  1. Select Custom Basket from Index dropdown
  2. Choose your basket from the list
  3. Run backtest on those stocks only

In Screeners​

When creating a screener:

  1. Select Custom Basket from Index dropdown
  2. Choose your basket from the list
  3. Screen only those stocks

Each basket has a NAV (Net Asset Value) chart that tracks the basket's performance over time as if you'd bought all stocks equally at a starting value of $10,000.

  • Toggle between viewing individual tickers and the NAV chart on the basket detail page
  • Select different time periods to analyze performance
  • Useful for comparing your custom basket's returns against an index

Basket Limits​

Basket limits vary by plan:

PlanMax BasketsStocks per Basket
Free110
Essential10100
Pro50500

See the Plans & Limits page for full plan details.

Tips​

Organize by Theme​

Create baskets for different strategies:

  • High-growth tech stocks
  • Dividend aristocrats
  • Small-cap value plays
  • Sector-specific holdings

Keep Baskets Focused​

Smaller, focused baskets are easier to:

  • Analyze and understand
  • Backtest efficiently
  • Monitor for opportunities

Update Regularly​

Review and update baskets:

  • Remove underperformers
  • Add new opportunities
  • Adjust to market conditions

Common Use Cases​

Sector Rotation​

Basket: Tech Leaders
Stocks: AAPL, MSFT, GOOGL, NVDA, META
Use: Backtest tech sector strategies

Dividend Income​

Basket: Dividend Champions
Stocks: JNJ, PG, KO, PEP, MCD
Use: Screen for dividend growth signals

Custom Watchlist​

Basket: Earnings Watch
Stocks: Stocks with upcoming earnings
Use: Monitor pre-earnings setups

Troubleshooting​

Cannot Edit Name​

Basket names are locked after creation to maintain data integrity. Create a new basket if you need a different name.

Stock Not Found​

If a ticker shows as red:

  • Verify correct ticker symbol
  • Check if stock is supported (US markets only)
  • Ensure stock is actively traded

Basket Limit Reached​

Upgrade your plan to create more baskets or increase stocks per basket.

Next Steps​