Watchlists

Watchlists are named lists of instruments you actively monitor. They are separate from your brokerage holdings and can include any instrument regardless of whether you own it.

Creating a watchlist

1. 1

   Go to Portfolio → Watchlists

   Navigate to /portfolio and click the Watchlists tab.

2. 2

   Click + New watchlist

   Enter a descriptive name. Suggestions: "Mag-7", "Dividend Core", "High-conviction shorts", "Earnings watch".

3. 3

   Add instruments

   Type a ticker or company name in the search box. Click + or press Enter to add the top match.

Managing a watchlist

• Rename — click the watchlist name at the top to edit it inline
• Reorder instruments — drag and drop rows in the watchlist table
• Remove an instrument — hover a row and click the trash icon
• Bulk remove — check multiple rows and click Remove selected
• Delete watchlist — click the ellipsis (…) menu and select Delete

Switching watchlists

Use the dropdown selector at the top of the Watchlists tab to switch between your named lists. The active watchlist also controls which instruments appear in:

• Dashboard movers widget
• Morning brief watchlist commentary
• Screener "In my watchlist" filter badge
• Alert rule targeting ("any watchlist instrument")

Watchlist columns