Watchlists

Watchlists are lists of stocks that you want to keep track of, and allow you to quickly view the data for your saved set of stocks. They are similar to portfolios, but simpler, as they do not contain quantities, cash, or buy prices.

Stock Rover allows you to create multiple watchlists so you can group stocks by type, such as value, dividend or momentum stocks. As with a portfolio, you can chart a watchlist to compare against stocks, indices, industries, portfolios, or other watchlists. When watchlists are charted, an equal allocation of capital is assumed for each stock.

Create a Watchlist

There are several ways to create a watchlist in Stock Rover. You can search for ‘Create Watchlist’ in the Search bar, or right-click ‘Watchlists’ folder in the Navigation panel and select ‘Create Watchlist’ from the drop-down menu.

right-click on watchlistsright click on watchlist

After doing either of these two steps, you will be brought to the Create Watchlist window. Here you can change the name, add a description, and add tickers to the watchlist. To add tickers, enter either the ticker symbol or company name in the Search Box and select the appropriate ticker from the auto-fill suggestion menu.

the watchlist manager

You can also create a watchlist by right-clicking on a stock in the Table, mousing over ‘Add To Watchlist’ and selecting ‘New’ from the drop-down menu. Please note that you can add several stocks to the watchlist at once by holding down the shift key to highlight multiple tickers.

right-click on stock to make new watchlist

This will bring up a window where you name and create the new watchlist.

quick box for new watchlist

You can also save all of the tickers displayed in the Table as a watchlist. To do this, click the ‘Actions’ button in the Table’s toolbar, mousoever ‘Save As’ and select ‘Save Table as Watchlist.’

Save Table as Watchlist

This will bring up a window where you can name the watchlist. To further edit this watchlist, follow the ‘Click to Customize’ link which will bring you to the Watchlist Manager described above.

quick box for new watchlist

Import a Watchlist

In Stock Rover, it is possible to import a watchlist that is in either a .csv or .txt format. You can also import a watchlist from the Stock Rover’s Investors’ Libray. To import a watchlist stored on your computer, right-click ‘Watchlists’ in the Navigation panel and select ‘Create Watchlist’ then choose to import a watchlist when prompted.

right-click to import a watchlist

In this window, click ‘Browse’ and navigate to the file that you want to import, and the watchlist will automatically be loaded into the Watchlist Manager.

watchlist manager

From here, you can check to see if Stock Rover read the watchlist correctly. If it did, click ‘Import’, and it will be added under ‘Watchlists’ in the Navigation panel.

Update a Watchlist

To update a watchlist, right-click on it in the Navigation Panel and select ‘Update,’ which will bring up the Watchlist manager.

right-click watchlist to edit

Here you can change the name, add a description, and add tickers to the watchlist. To add tickers, enter either the ticker symbol or company name in the Search Box and select the appropriate ticker from the auto-fill suggestion menu. To remove tickers from the watchlist, click the ‘X’ under the ‘Remove’ column which will instantly remove it from the list. Click ‘Save’ to save the changes. If you’ve accidentally removed a stock from the watchlist, you can click ‘Cancel’ which will close the manager without saving the changes.

watchlist manager

Combine Watchlists

The easiest way to combine watchlists is to load one of the watchlists in the Table, and then to highlight all of the stocks in the Table by holding down the shift-key, right-click, and mouseover ‘Add to Watchlist’ and select the destination watchlist.

combining watchlists

You can also see all of the stocks in all of your watchlists together in the Table by right-clicking ‘My Watchlists’ in the Navigation panel and selecting ‘Show All Stocks.’

show all stocks

Export a Watchlist

Watchlists can be exported to a .txt file or .csv file and shared with other Stock Rover users or used as a backup copy. To export an item, right-click it and select ‘Export’ from the drop-down menu and then select the format you want to export in.

watchlist

Delete a Watchlist

To delete a watchlist, right-click the watchlist in the Navigation panel and select ‘Delete’ from the drop-down menu. This action is permanent.

deleting a watchlist

Chart a Watchlist

You can chart whole watchlists alongside stocks, the S&P 500, or other benchmarks. When a watchlist is charted, each ticker in the watchlist has the same weight. There are multiple ways to chart a watchlist. One method is to right-click a watchlist in the Navigation panel and select ‘Chart,’ as shown below.

portfolio

You can also chart all of your watchlists by right-clicking the ‘Watchlists’ folder row in the Navigation panel and selecting ‘Chart All Watchlists.’

Organize Watchlists in Folders

You can organize your watchlists into different folders, where each folder can represent a different group of watchlists. To enable watchlists folders, go to your user name in the top right corner and in the drop-down menu select the ‘Preferences’ item.

watchlist

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

watchlist

Now all of your watchlists will be in a ‘Default’ folder in the Navigation panel. You can right-click this folder to rename it.

Watchlist

To create more watchlist folders, right-click ‘Watchlists’ and select ‘Create Folder’ from the drop-down menu. After giving it a name, it will appear under ‘Watchlists’ in the Navigation panel.

watchlist

From here, you can just drag and drop the watchlists into the different folders. You can also drag and drop the folders themselves to rearrange the order. Now when you click ‘Watchlists’ in the Navigation panel, you’ll be able to see the summary of each of the watchlist folder groupings displayed in the Table, as shown below.

watchlist

Save Tag Set to a Watchlist

If you’d like to save all of the stocks tagged with the same keyword as a watchlist, first go to the tag manager by right-clicking any of the tickers in the Table, mousing over ‘Tag’ and selecting ‘Manage Tags’ from the drop-down menu.

manage tags

From here you can select a keyword from the left in order to load the stocks that are tagged with that keyword on the right. Then, click the ‘Save’ button an select to save the tagged stocks as a watchlist.

saving tagged tickers

Score Watchlists

The ability to score watchlists is available by right-clicking on any screener. Please see the Score Watchlist help section for further detail under Screeners.


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