Modifying a Watchlist

Accessing the Watchlist Manager

  1. Select Watchlists from the Start Menu
  2. Choose the desired Watchlist in the Navigation Panel
  3. Select Modify this Watchlist in Watchlist Actions

Modify a Watchlist

The Watchlist Manager will then launch, showing three panels.

  1. The Watchlists (Modify) panel contains the list of watchlists.
  2. The Watchlist Actions panel contains a list of actions that can be performed on watchlists, along with a link to each associated action. In addition, there are links to key help topics.
  3. The Watchlist window loads with the ticker list of the selected watchlist.

Modify a Portfolio

Adding a Ticker

Enter the ticker symbol or company name in the Enter Tickers box, highlighted below and selecting the appropriate ticker from the auto-fill suggestion menu adds a ticker. You can also cut and paste multiple tickers into the ticker entry box. The tickers can be separated either by spaces or by commas, and can even be pasted from a source that has multiple lines.

Update screener

Removing a Ticker

Clicking the ‘X’ under the ‘Remove’ column will instantly remove a ticker from the list. Click ‘Save’ to save the changes. If you accidentally remove a ticker from the watchlist, you can click ‘Cancel’ which will close the manager without saving the changes.

Update screener


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Viewing a Watchlist Additional Watchlist Actions