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.

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.