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Organizing your watchlists into different folders allows you to group your watchlists into different categories of your choosing. You can create as many folders as you like. For example, Growth, Value, and Momentum. To enable watchlist folders, go to your user name in the top right corner, and in the drop-down menu, select the ‘Preferences’ item.
In the window, check the box to enable watchlist folders.
Right-clicking on a folder exposes a number of configuration options including rename.
Right-clicking on ‘Watchlists’ and selecting ‘Create Folder’ from the drop-down menu creates a new folder.
Dragging and dropping the watchlists into the different folders is supported, in addition dragging and dropping the folders themselves enables you to rearrange folder order.
When you click ‘Watchlists’ in the Navigation Panel, you can use the multi-select option to choose all or specific watchlists. Once the Watchlists button is selected in the Table, you’ll see a summary row for each selected watchlist and each watchlist folder.
You can also show all the tickers in the Table for all the chosen watchlists by selecting the Stocks button in the Table.
The easiest way to combine watchlists is to load one of the watchlists in the Table. Then select all of the tickers by clicking on the first ticker, shift-clicking on the last ticker to select all, and then right clicking on one of the tickers and selecting ‘Add To Watchlist’ from the ensuing menu. Then pick your destination watchlist.
To rename a watchlist, right-click on the desired watchlist in the Navigation Panel and select ‘Rename Watchlist’ from the drop-down menu.
To copy a watchlist, right-click on the desired watchlist in the Navigation Panel and select ‘Copy Watchlist’ from the drop-down menu.
To delete a watchlist, right-click on the desired watchlist in the Navigation Panel and select ‘Delete Watchlist’ from the drop-down menu. Note that the delete action is permanent.
To export a watchlist, Right-click on the desired watchlist in the Navigation Panel and select ‘Export Watchlist’ from the drop-down menu.
The export offers an option to download the watchlist to a CSV file, or to a file that is importable into Stock Rover. The export file also displays a readable version of the watchlist, as shown below.
