Portfolio Management · Personalization

#28 How to Build a Custom Stock Scanner Dashboard

04/16/2026 · 7 min read

Live capture of Widget Favorites Panel in Inveflo.

📍 Home › ANALYSIS_1 › Widget Favorites Panel

0) Where to Find This Widget

From the 12-tile dashboard, open ANALYSIS_1,2. Look for the ★ (Star) / Favorites Icon next to each widget title or stock name. Click to add/remove from your Favorites Panel. Favorites persist across sessions in LocalStorage.

Live capture of Dashboard in Inveflo.

1) TL;DR

Star high-conviction setups to build a personal watchlist. Pin top 3-5 ideas to Top Picks tab. Tag each idea (ready-to-buy, watch-earnings, technicals-forming). Review daily, execute when triggered, archive when complete. Your custom dashboard transforms Alpha Discovery scanner into a personal trading system.

2) Hook (Pain-Driven)

Alpha Discovery scanner finds hundreds of setups daily. Without a way to track, I lose high-conviction ideas between sessions. I've missed catalyst dates because I couldn't find the stock again. Without discipline, I chase noise instead of focusing on my edge.

3) Problem

Too many ideas without tracking = chaos. You scan daily, find 50 stocks, star a few, then forget which ones have catalyst dates coming up. You re-scan the same names. You lack a personal portfolio of ideas. You need a system: star, pin, tag, and execute.

4) Solution (Widget Introduction)

Use Favorites Panel to curate signal flow into a personal watchlist. Star high-conviction setups instantly. Pin top 3-5 ideas to Top Picks for daily review. Tag each idea with workflow state (ready-to-buy, entry-triggered, active-trade, completed). Review pinned ideas pre-market. Execute when setup is live. Archive when done.

5) Logic Breakdown (Workflow + Thresholds)

• Tab 1: Top Picks (Pinned). Max 5 active ideas. Review pre-market daily. When triggered, execute. When closed, remove to make room.
• Tab 2: Watchlist (All Starred). 20-50 items typical. Scrollable list. For rotations, secondary ideas, ideas in development.
• Tab 3: Research (Working Notes). Catalyst date, key support, risk factors, entry signal, thesis notes. Build conviction before entry.
• Tag Discipline: ready-to-buy → css-forming → entry-triggered → active-trade → completed → remove (max 2+ weeks in Favorites).

6) Practical Use (IF X → THEN Y)

• If CSS ≥ 80 + catalyst upcoming (earnings Tues 4pm), then star, pin to Top Picks, tag "catalyst-watch". Review at catalyst release.
• If stock in Favorites for 2+ weeks without entry, then remove it. Either setup is not forming, or timing is off. Move capital to fresh ideas.
• If catalyst just triggered (NVDA beats earnings, gaps +4%), then move tag to "entry-triggered". Execute entry immediately. Update notes with entry price and stop.
• If trade closed (profit or stop), then archive from Favorites. Make space for next high-conviction setup.

7) Common Mistakes

• Too many pinned ideas (10+). Max 5 = focus. More = noise. Result: can't prioritize, miss signals.
• Star everything, review nothing. Favorites becomes a junk drawer. Result: no system, high friction.
• No tag workflow. Can't remember which ideas are ready to buy. Result: enters same stock twice, analysis paralysis.
• Hold loser ideas 3+ weeks. If not setup, move on. Capital in dead ideas = capital not in winners.