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Trade Ideas glossary: Top List vs Alert vs History vs Strategy window

Trade Ideas has a lot of “windows”. Most confusion comes from not knowing what each one is for.

This page defines the core terms in plain English and links to the exact tutorials that show the workflow.

Disclosure: some links are affiliate links. Learn more.

Top List Window

What it is: a live-updating list of symbols that match your filters, typically used for building a candidates list.

Start here: - Top List Window tutorial - Premarket gap list workflow

Alert Window (Alert List Window)

What it is: a window that logs a line when an alert condition triggers, used for turning scanning into signals.

Start here: - Alert Window tutorial - Alert Window tips - Alert hygiene

History Window

What it is: a window that records the stream of alerts/events so you can review what fired.

You’ll see it used in: - Brokerage+ automation tutorial

Strategy window (Brokerage+)

What it is: the automation layer that can translate alert signals into orders, with settings for sizing and order handling.

Start here: - Brokerage+ automation - Brokerage+ position sizing - Brokerage+ safety checklist

OddsMaker

What it is: a tool to test a ruleset derived from an Alert Window (backtesting-like workflow).

Start here: - OddsMaker tutorial

Collaboration

What it is: a way to copy/paste a window configuration (filters/settings) into another window, or share configurations.

Start here: - Collaboration tutorial

Cloud (Save/Share/Load)

What it is: Trade Ideas’ system for saving windows/layouts and sharing them.

Start here: - Trade Ideas Cloud tutorial - Cloud troubleshooting

FAQ

What’s the best “first workflow” to learn?

Top List first, then Alert Window. Once those are stable, explore OddsMaker and (optionally) Brokerage+.

What’s the difference between a filter and a column?

A filter controls which symbols qualify. A column helps you rank/triage the qualifying symbols.

Related: - Filters that matter - Columns that matter


David
Written by
Updated 2026-01-12
Mentor-style Trade Ideas tutorials focused on workflow, clarity, and repeatable process.