User Lists — Microsoft Lists-Style Data Storage Now Available in Workflows
Ever needed a quick table to track trade ideas, journal entries, watchlist notes, or custom reference data — without setting up a full database? With the new User Lists feature, you can create, edit, query, and delete structured data tables directly inside the platform, all without writing a single line of SQL.
Think of it as Microsoft Lists — but built right into your workflow engine.
What Are User Lists?
A User List is a simple table stored as one document in MongoDB. Each list has:
- Columns — named fields (no strict type system — store strings, numbers, dates, or anything else in the same column)
- Rows — the data itself, editable inline like a spreadsheet
- User isolation — every list is owned by exactly one user. Nobody else can see, edit, or delete it
- Workflow association — optionally link a list to a specific workflow
Lists live in the Profile → Lists tab, right next to Workflows and other tools.
Query With a Simple DSL
You don't need SQL to find what you're looking for. The built-in filter DSL uses plain words:
status eq active AND age gt 18
name contains john OR role eq admin
price gte 100 AND price lte 500
Supported operators: eq, neq, gt, gte, lt, lte, contains, startswith, endswith, in, exists. Combine with AND / OR and parentheses ( ).
Use Cases
| Use Case | Example |
|---|---|
| Trading Journal | Log each trade: entry, exit, P&L, notes |
| Watchlist with Notes | Track symbols with custom tags and comments |
| Parameter Reference | Store tested parameter sets for quick recall |
| Task Tracker | Simple todo / checklist per workflow |
| Reference Data | Static tables (symbol metadata, broker info, API keys mask) |
Access From Workflows
The User Lists worker exposes all CRUD operations as workflow nodes. You can:
- Read a list → process with other workers
- Add a row from signal output (e.g. log trade signals)
- Update rows based on market conditions
- Delete old entries in a cleanup step
All operations go through the same WebSocket channel as the rest of the platform — no REST endpoints, no external dependencies.
Available Functions
| Function | What It Does |
|---|---|
create | New list with columns |
get | Fetch one list by ID |
list | All lists (optionally scoped to a workflow) |
update_rows | Replace all rows |
add_row | Append one row |
delete_row | Remove by _rowId |
delete_list | Remove entire list |
add_column | Add a new field to existing data |
rename_column | Change a column's label |
query | Fetch with a DSL filter |
Start Using It
Open Profile → Lists in the sidebar, click New List, give it a name, define your columns, and start entering data. To use lists in a workflow, add the User Lists worker and select the function you need.
Disclaimer: User Lists are designed for convenience storage — configuration, reference data, notes, and small-to-medium datasets. For high-volume or analytical workloads, use MongoDB directly or export to DuckDB.