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Help Menu > Watchlists > Watchlists Multiple
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Multiple Watchlists

Watchlists may be used for saving, listing & scrolling through a number of securities.

Multiple Watchlists are useful if:

  • you have more than one trading system,
  • you have more than one stock portfolio,
  • your portfolio is spread over more than one market, or
  • you want to analyze stocks in different sectors separately.

Mouse-over the watchlist menu below for links to relevant help pages.


Save Time Setting up Watchlists Use the stock screen Create Watchlist commands to save the results of a screen as a watchlist.

Example: Screen for the S&P 500 and save as a watchlist.

Create New Watchlist

  • Open Watchlist on the main menu;
  • Click on New Watchlist;
  • Enter a name for the Watchlist and click OK.

Symbols to Avoid Avoid % \ / : * ? " | < > and [ ] when naming watchlists.

Set Active Watchlist

  • Open Watchlist on the main menu;
  • Hold your mouse pointer over Set Active Watchlist;
  • Select a Watchlist from the pop-up list.

Save Active Watchlist As

To save a Watchlist under a new name:

  • Ensure that the existing Watchlist is open.
  • Click Watchlist on the main menu.
  • Click Save Active Watchlist As.
  • Enter a new name and click OK.

Use this command to include securities from an existing watchlist in a new watchlist.

Delete Watchlist

  • Open Watchlist on the main menu.
  • Hold your mouse pointer over Delete Watchlist.
  • Then click to select a Watchlist from the list that appears.
  • Click Yes at the prompt.


 
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