Getting Started: Watchlists

Watchlists may be used for saving, listing and scrolling through a number of stocks and/or indices.

Create a new Watchlist

  1. Select Watchlist >> New Watchlist on the chart menu
  2. Create a name (for example My Stocks) and click OK

To add a stock or index to a watchlist:

  1. Open a chart
  2. Click add to watchlist icon Add Security To Watchlist on the toolbar
  3. Select your watchlist from the pop-up menu

Create an Index Watchlist

  1. Select Securities >> Stock Screens on the chart menu
stock screener sp500
  1. Click Reset to clear any existing filters
  2. Select an Exchange
  3. Select an Index (e.g. S&P 500) or Watchlist
  4. Select Maximum Return: 500 Securities
  5. Run Screen
  6. Use the F8 shortcut key to create a watchlist

Review a Watchlist

First set which watchlist to review:

  • Watchlists >> Set Active Watchlist on the chart menu; or
  • Drop-down on the toolbar (Scroll Watchlist in the image below); or
  • Right-click the up-arrow on the toolbar.
set active watchlist

Then review stocks in your active watchlist, either:

  • Use the up/down arrows on the toolbar or keyboard to scroll through the charts; or
scroll active watchlist
  • Right-click the down-arrow on the toolbar and select a stock from the watchlist menu.

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