Managing a Watchlist

Introduction

This section describes using the Watchlist Management window, where you can organize, chart, and export your watchlists.

Launching the Watchlist Management window

Clicking on Watchlists in the grey menu bar launches the Watchlist Management window.

manager a watchlist

The Watchlist Management window has three sections. The upper left contains the current list of watchlists. The lower left contains a structured list of quick links for various watchlist functions, including managing watchlists and getting help.

The main window in the right is loaded with the details of the selected watchlist. Here you can update the watchlist and perform various other functions such as charting the watchlist.

manage a watchlist

Copying a Watchlist

Right-clicking a selected watchlist in the Watchlists panel and selecting ‘Copy Watchlist’ from the drop-down menu or clicking ‘Copy this Watchlist’ in the Watchlist Links panel initiates a copy.

manage a watchlist

Deleting a Watchlist

Right-clicking a selected watchlist in the Watchlists panel and selecting ‘Delete Watchlist’ from the drop-down menu or clicking ‘Delete this Watchlist’ in the Watchlist Links panel initiates a delete. This action is permanent.

manage a watchlist

Exporting a Watchlist

Right-clicking a selected watchlist in the Watchlists panel and selecting ‘Export Watchlist’ from the drop-down menu or clicking ‘Export as a CSV File’ or ‘Export in Stock Rover Format’ in the Watchlist Links panel initiates an export.

manage a watchlist

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.

manage a watchlist

Organizing Watchlists in Folders

Organizing your watchlist into different folders allows you to group your watchlist 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.

watchlis manager

In the window, check the box to enable watchlist folders.

watchlist manager

All your watchlists show in a ‘Default’ folder. Right-clicking this folder exposes a number of configuration options including rename.

watchlist manager

Right-clicking on ‘Watchlists’ and selecting ‘Create Folder’ from the drop-down menu creates a new folder.

watchlist manager

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.

watchlist manager

Clicking on ‘Watchlists’ in the Navigation panel displays a summary of each of the watchlist folder groupings in the Table, as shown below.

watchlist manager

Charting a Watchlist

Clicking on Chart in the Watchlist panel of the Watchlist Management window switches to the chart layout.

watchlist manager

Stock Rover charts the watchlist as if it were a portfolio with an equal dollar weighting for each holding. Additionally, via internal rebalancing, the equal weighting is maintained each day of the period that the watchlist is charted. Below we see a watchlist’s performance charted against the S&P 500 benchmark over a 1-year period.

To learn more about charting please see the Charting Overview.

watchlist manager

After charting, to get back to the Watchlist Management window, you can use the Browser back button or click on ‘Watchlists’ in the grey menu on the left.


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Combining Watchlists Scoring a Watchlist