Keeping track of stocks shouldn’t be as hard as herding cats. Continue below to learn how to create a watchlist.



How to create a watchlist in the Desktop Platform

Creating a Watchlist

To create a watchlist, start by going to the Settings menu by clicking the gear icon. The step-by-step instructions below illustrate how to get you set up.


As a heads up, if you do not have enough real estate on your monitor, then the new watchlist you created may not appear when you click the watchlist drop-down menu. No need to panic. Just use the scroll wheel on your mouse or scrolling gesture on your (laptop) touchpad. Although a scroll bar is not present, the drop-down menu is scrollable. Your watchlists can also be accessed in the Watchlist tab.


Please click here for instructions on importing a watchlist using a CSV file. 


Adding/Removing and Sorting Symbols in a Custom Watchlist

If you're joining us from the instructions above, we're going to continue to use the “$MAKER” list we just created. In the WATCHLIST sidebar, click the watchlist drop-down menu then SCROLL DOWN to select your new custom watchlist. Please follow the step-by-step instructions below to learn how to add, remove, rearrange, and sort symbols in a custom watchlist. 


Don’t forget! Each time you click a symbol within a watchlist, it will populate in the symbol field at the top of the platform.


Deleting a Watchlist

To delete a watchlist, start by going to the Settings menu by clicking the gear icon. Then follow the step-by-step illustration below to delete a watchlist. 


Only personal watchlists can be deleted. Preset watchlists cannot be deleted. 



How to create a watchlist in the Web browser Platform

Creating a Watchlist

Head to the GRID  and follow the step-by-step illustration below to learn how to create a watchlist.

 

Adding/Removing Symbols in a Custom Watchlist

Looking to add to a symbol to a custom watchlist? Follow the step-by-step guide below:

Deleting a Watchlist

Looking to delete a personal watchlist? Follow the step-by-step guide below: 

How to Create a Watchlist in the Mobile Platform

Creating a Watchlist

To create a new watchlist tap on the "Edit" button at the top of the watchlist window, then select "Manage Your Lists" also at the top of the window. Enter the name of your new watchlist and then tap on the green plus button to create.


Animated example of creating watchlist



Adding Symbols to a Custom Watchlist

You can only add symbols to custom watchlists. First, access your custom watchlist from the drop-down menu at the top of the watchlist window. To add a symbol to a custom watchlist, tap the cog on the top of the watchlist window to access the List Setup menu. You can add a recently used symbol populated in the list below or type a symbol. When typing a symbol, you must validate the symbol below. Once chosen, tap the blue add button below.

Animated example of adding symbol to watchlist