Add a Dataset to the Quotes Box

You may also add a portfolio, watchlist, index, industry, or sector to the Quotes Box for reference or to view it alongside tickers in the Table. To do this, begin typing the name of the portfolio or watchlist into the ‘Add Ticker’ searchbox, then select the portfolio or watchlist from the list of search results to add it to the Quotes Box. The screenshot below shows a watchlist being added to the Quotes Box.

watchlist in the quotes box

To view only the items listed in the Quotes Box in the Table, select ‘Quotes’ in the Navigation panel.