Contents of this article:
- How to Sort Stocks on Your Watchlist?
- How to View Your Stock's Share Price Performance
- How to Add More Stocks To Your Watchlist
- How to Remove Stocks From Your Watchlist
- How to Create a Narrative and Set a Fair Value for a Stock on Your Watchlist
- How to Add a Stock From My Watchlist to Your Portfolio
- How to Rename Your Watchlist
- How to Delete Your Watchlist
How to Sort Stocks on Your Watchlist
You can easily sort the stocks in your Watchlist to view them in the order that best fits your research needs.
- Go to your Watchlist.
- At the top right of the Watchlist heading, look for the arrow icon or sorting option.
- Click the sorting criteria you’d like to use, and your Watchlist will automatically rearrange based on your selection.
How to View Your Stock's Share Price Performance
You can track your stock’s share price performance against the Fair Value you’ve set, for periods of up to 1 year.
- Go to your Watchlist.
- At the top right of the Watchlist heading, click the 📈 icon.
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Choose a time period to view:
- 1M - Past 1 month
- 3M - Past 3 months
- 1Y - Past 1 year
- The chart will update to show how the share price has performed relative to your selected Fair Value over the chosen period.
How to Add More Stocks To Your Watchlist
- To add a stock to your watchlist, click on the Add Stock button on the watchlist page.
- Enter the stock symbol or name in the search box. The platform will then display a list of matching stocks or companies. From there, you can browse the list and select the correct stock to add by clicking on it.
How to Remove Stocks From Your Watchlists
- To delete a stock from your Watchlist, click on the three horizontal dots located right side of the stock that you want to delete.
- Choose the Remove option from the dropdown list.
How to Create a Narrative and Set a Fair Value for a Stock on Your Watchlist?
Please refer here for the step-by-step instructions on how to create a narrative and set a fair value through your Watchlists.
How to Add a Stock From My Watchlist to Your Portfolio
You can easily move a stock from your Watchlist into your Portfolio without having to search for it again.
- Go to your Watchlist.
- Find the stock you want to add, then click the three horizontal dots on the right side of the stock.
- Select “Move to Portfolio.”
- Choose one of the following options:
- Add - Place the stock into an existing portfolio.
- New Portfolio - Create a new portfolio and add the stock there.
How to Rename Your Watchlist
- Go to the Watchlist section and open the Watchlist you want to rename.
- Click the three horizontal dots on the right side of the Watchlist name.
- Select “Rename watchlist.” A dialog box will appear. Enter your new Watchlist name in the text field.
- Click Save to confirm the change.
How to Delete Your Watchlist
If you no longer need a Watchlist, you can delete it directly from your account.
- Go to the Watchlist section and open the Watchlist you want to delete.
- Click the three horizontal dots on the right side of the Watchlist name.
- Select “Delete List.”
- A confirmation dialog will appear. Click “Yes, delete” to permanently remove the Watchlist.