Now you’ll connect accounts (Wealthsimple) and charts (TradingView) into a simple toolkit you can use each week.

7.1 Building Watchlists by Theme

Start with a few focused lists:

• Core Canada
  • Big banks, insurers, utilities, major TSX ETFs.
• US & Global Growth
  • Major US tech and global ETFs.
• Income & Dividends
  • REITs, pipelines, dividend ETFs.
• “Learning” List
  • A few stocks you’re studying but not buying yet.

Label each ticker with:

• Intended horizon (short, mid, long).
• Intended account (TFSA, RRSP, taxable) once you’re clear.

This keeps each position connected to your plan.

7.2 Economic Calendar and Earnings

You don’t need to track every headline, but some dates matter:

• Earnings release dates for your holdings and watchlist names.
• Bank of Canada and Federal Reserve rate decisions.
• Major economic reports (inflation, jobs) that can move markets.

Use TradingView’s built-in calendar or external sources to:

• Note key events in your planner.
• Avoid opening large new positions right before high-volatility announcements unless that’s deliberate.

7.3 News and Sentiment Without Doomscrolling