Modifying a Watchlist

Accessing the Watchlist Manager

Right-click

1. Select Watchlists from the Start Menu
2. Right-click on the Watchlist in the Navigation Panel and select Modify Watchlist

Actions Panel

To display the Actions Panel, go to Preferences and check “Show actions panel in navigation” under Layout.

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

The Watchlist Manager will then launch, showing two panels.

1. The Watchlists (Modify) panel contains the list of watchlists.
2. The Watchlist window loads with the ticker list of the selected watchlist.

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.

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.