How Quotes Work

Overview

Quotes allow you to quickly add tickers to the Table. These tickers can then be compared to each other in the Table or viewed alongside any other dataset (i.e., Portfolios, Screeners, Watchlists, or Index) you have loaded into the Table.

Quotes can be quickly entered via The Ticker Box, which is highlighted in the screenshot below. Quotes are maintained in the Quotes List, which is accessed via the Quotes box to the right of the Ticker Box

Tickers from the Quotes List will show in the Table with an “x” next to them. A ticker will show as bold when it is not part of the object that is selected (i.e., Portfolio, Screener, or Watchlist). If a ticker is not bold, but has an ‘x’, this means that it is both in your Quotes List and part of the object that is selected.

In the example below we see that AAPL is not bolded as it is a member of the Dow 30 dataset, whereas AMZN is bolded as it is not a member of the Dow 30 dataset.

quotes list aapl amzn

Selecting World under My Collections and clicking on Quotes in the Navigation panel will load the Table with only the tickers from the Quotes List.

 display quotes list in the table

Adding Tickers to the Quotes List

Adding tickers to the Quotes List automatically adds the tickers to the Table.

There are two ways to add tickers to the Quotes List:

  1. Enter tickers into the Ticker Box.
  2. Click on the Quotes Box and then Enter Ticker.

adding to the quotes list

Note that you can select World and then click on the hyperlink next to Quotes in the Navigation panel to access the Quotes Box (#3 in the screenshot above).

You can also choose to chart all Active Quotes or save them to a Portfolio or Watchlist (#4 in the screenshot above).

Removing Individual Tickers from the Quotes List

There are two ways to remove individual tickers from the Quotes List:

  1. Clicking on the “x” next to the ticker in the Table.
  2. Access the Quotes Box and clicking on the on the “x” next to the ticker.

 remove tickers

Removing All Tickers from the Quotes List

There are two ways to remove all tickers from the Quotes List in one step:

  1. Clicking the ”x” next to the Quotes box.
  2. Access the Quotes Box and selecting “Remove All” from Active Quotes.

 remove all tickers

Note that you can select World and click on the hyperlink next to Quotes in the Navigation panel to launch the Quotes Box (#3 in the screenshot above).

When you remove all tickers in one step, they can also be restored in one step as described in the next section

Loading the Quotes List with Last Removed Tickers

You can quickly load the Quotes List with the last set of removed tickers.

Below we have two tickers on the Quotes List. AAPL and AMZN. We’ll click on “x” next to the Quotes Box to empty the Quotes List.

 empty quotes list

We now see that there are no tickers on the Quotes List and there is now a “+” sign next to the Quotes Box. Clicking on “+” will load the Quotes list with the last set of removed tickers.

fill quotes list

Below we see the Quotes List now shows 2 tickers and that AAPL and AMZN now display with an “x” next to them.

show tickers

Managing Recent Quotes

The Quotes facility makes it very easy for you to add recently deleted Quotes back to the Quotes List. You can…

  1. Selectively add tickers back to the Quotes List
  2. Add All Recent Quotes to the Quotes List
  3. Remove All Recent Quotes
  4. Save All Recent Quotes as a Portfolio or Watchlist

 remove all tickers


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