Creating a Watchlist
Last updated
Last updated
Watchlists can be created by first accessing a watchlist widget in the workspace.
On an existing watchlist widget, click the title dropdown at the top left corner of the watchlist.
Click the Create Your List button (shown above), and enter the name for your watchlist.
Once you click Save, a blank watchlist will appear. You can add tickers by entering them in the search bar and clicking on the appropriate security (shown above).
When viewing a watchlist, you can right-click on a security to see options regarding the security.
To edit the ordering of securities on a watchlist, you can tap Move up, Move down or insert additional securities above or below.
Clicking Close instrument removes the security from the watchlist.
Watchlists can be linked so that clicking any position on a watchlist displays the information on any linked chart.
To begin linking, click the link icon at the top of the watchlist.
Upon clicking the link button, you'll be prompted to select a color. The color is what you will use to link to one or more widgets.
On your chart or any widget you wish to link, click the same link icon and select the same color.
Once linked, the same color will appear on both widgets. They will now work in sync!
To duplicate a watchlist, click the dropdown next to the watchlist name and select Duplicate.
To delete a watchlist, hover over your watchlist and select My lists. Your watchlists will appear, and upon hovering over them the option to delete will be present. Click the X to delete the watchlist.
