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Save time by adding your favorite securities to a watchlist.

Create New Watchlist

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.

• Select Watchlist >> New Watchlist on the chart menu.
• Enter a name for the watchlist and click OK.

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

Add a Security

To add a security to your Watchlist:

• Open the security;
• Select the     Add Security to Watchlist icon on the toolbar.
• Select a watchlist from the pop-up list.

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Select a Security from a Watchlist

Select from the Active Watchlist [Shift + F5]

• Select Watchlist on the chart menu;
• Place your mouse over the name of the active watchlist;
• All securities in the active watchlist are displayed in a pop-up menu;
• Select a    security from the watchlist.

To Select from Any Watchlist [Shift + F6]

• Select Watchlist >> Watchlist on the chart menu;
• Place your mouse pointer over the required watchlist in the pop-up menu;
• Select a    security from the displayed watchlist.

Set the Active Watchlist [Shift + F4]

• Select Watchlist >>  Set Active Watchlist from the chart menu;
• Click on a Watchlist from the pop-up list.

Save Active Watchlist

To save a Watchlist under a new name:

• Select Watchlist >>  Save Active Watchlist As on the chart menu.
• Enter a new name and click OK

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

Delete a Watchlist

• Select Watchlist >>   Delete Watchlist on the chart menu;
• Then select a Watchlist from the list that appears.
• Click Yes at the prompt.

Remove a Security from the Watchlist

• Click the    Remove Security from Watchlist icon on the toolbar.

Scrolling through Watchlists

Use the up/down arrows on the toolbar   to scroll through the charts on your active watchlist.

Working with Multiple Watchlists

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.

See Multiple Watchlists.

Customize Watchlists

If you work with lengthy watchlists, you may wish to customize your menu settings to reduce the number of sub-folders.

See Customize Menus.

Next: Stock Screener

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