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.

Watchlist Menu

Save Time Setting up Watchlists Use the stock screen Create Watchlist Add 20 results to Watchlist Add 500 results to 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 Create New Watchlist 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 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 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 Project Delete Watchlist.
  • Then click to select a Watchlist from the list that appears.
  • Click Yes at the prompt.