Customize Watchlist Views

Customize Watchlist Views

You have the ability to customize Watchlist Views – based upon criteria you want to see.

Click on the next to “Default” or current view you are on to create a different View.

If/When you want to edit any of your personal views, simply click the icon,  remove/add criteria, adjust placement, then click “Save”.

From Assets to Z-Score, there are over 160 data points to select from including data from:  Company Information, Technicals, Valuation, Fundamentals & Options.


1.  Name the View
2.  Select Data Points
3.  Arrange – clicking on arrows to move up/down
4.  Save

Your Watchlists are now more powerful because they show the data you want to see to help you make your trade decisions.

The Result:

Note:  The Symbol, Score Icons and Last Price are fixed

Research Your Watchlists

Research Watchlist Functionality

Users are able to access all Watchlists from the Research Tab.
Click the to access the dropdown list as shown in the graphic.
Lists with more than 20 symbols will have a scroll bar allowing for easier research of larger lists.

All other functionality remains the same: Symbols can be moved to other lists, have alerts set, deleted, add Journal notes

When a symbol is entered in the Symbol Search Box on the Research Tab, the symbol will automatically be displayed on the default “Recents” list.

In addition, when a symbol or group of symbols is sent to Research from anywhere else on the platform, it will appear on a list under the default “Recents” list.

Examples of when the “Recents” list will be displayed:

  • Sending a symbol/symbols from a list on a Watch Tab.
  • Selecting a group of symbols from a Scan or Screener list.
  • Clicking on the Technical Icon from any symbol when not in the Research Tab. will be displayed under “Recents”.

The functionality of adding a note, an alert or sending a symbol to a specific list remains the same.

Watch - The Next Step

The Outlook.

You’ve checked the overall markets, found some stocks with matching outlook. Now to keep track of them.  This platform allows you to create customized Watchlists – always with the ability to manage them by adding to transferring between or deleting from any list.

View them by a List or Tile View.  Both options give you navigational tools to further research such as action arrows and The Score icons.

Tile View offers 1 Day, 1 Month, 3 Month and 6 Month periodicies.

List View allows you to sort stocks by symbol, most recent price, Change, % Change, etc.

Both Tile and List View a ‘bird’s eye view’ of the stock, can be moved to the Reseach Tab, added, transferred or deleted from a Watchlist.

Personal Watchlists” – create your own lists tailored to your strategies and current market conditions.

Default lists such as “Large Cap”, “Main” and “ETFs” are already included.
Active Watchlists“- lists stocks most active, gainers/losers and those at their 52 week high/low.
Dynamic Watchlists“- are system generated and maintained lists.
Virtual Watchlists” – automatically populates with the stocks trading in your virtual account.

List or Tile View

View any list in traditional List View or Tile View —both show The Score.

Tile View shows thumbnail charts of the entire list. These can be viewed in a variety of periodicies.  Volume is included in the 1, 3 & 6 month views to assist with quick analysis.   Horizontal Reference Lines show where the Low Price and 90% of the High Price points the stock had for the selected time period.

The Score icons are also navigation shortcuts which will take you directly to Charts, Inner Circle, Valuation or Fundamentals.

Clicking on the  Action Icon   next to the Stock symbol in either the List or Tile View will bring up a menu offering additional choices for that Stock.

Create Watchlists

The Market & Watch Tab Icon ToolBar allows you to Create/Modify/Manage your Lists.

Hover your cursor over the icon to view it’s ‘task’:   
Select Candidates
Send to Research
Add/Delete a List
Modify an existing List
Send candidates from one List to another
Remove candidates from existing List
Change View:  List or Tile
To Create a New Watchlist:

1. Under ‘Create Watchlist’, enter symbols – separating  eachwith a comma or (space)
2.  Enter the name of New Watchlist
3.  Click “Create”
Other ways to Create Lists include:

From the Find Tab>Scans and Find Tab>Calendar.

Selecting candidates from Scans (Ex: Bullish Ascending Triangle ) or Calendar for an Earnings or Dividend date to get the list of stocks that fit your selected criteria,  click the “Check” icon to the stock symbols you want to keep, then click the Folder + icon to , name your new Watch List then click “OK”.

You can also copy/paste up to 100  symbols from an outside source to a newly created (or existing list) provided the following apply:

The symbols are separated by:
Or by a Comma:  TSLA,ZM,GOOG,NFLX
Or a Return:

Manage/Modify Existing Lists

Icon Navigation

More than a picture, icons will help guide you through the trading process.

This graphic shows the function of some of the icons found in The Trade Tool.
Hint: Most icons will display a short description of it’s function or purpose
by hovering the cursor over it.

Tile View Sizes

Tile View is available in 3 sizes on the Market or Watch Tabs.

Scans and Earnings/Dividends Calendar under the Find tab offer 4 Tile View sizes:  Extra Small to Large.

The platform’s adaptive and responsive technology will automatically adjust the number of tiles shown based upon the available space as well as allow continual scrolling for large lists.

Smart Action Icon

The Smart Action Icon  adjusts available features depending upon where you are in the trading platform.

For Stocks you can ‘Buy’, ‘Sell’, view ‘Options’, etc.  

Any Strategy-specific options scan will have ‘Analyze’ and ‘Trade’ in the Action Icon Menu. You can click ‘Analyze’ to see the trade in the options chain. From there, you can Edit the structure or click ‘Trade’ to submit the trade to your to Brokerage Account and Journal.

Sending from One “List” to Another

You can send symbols from any list, including Find, Explore, Actives, to your Watch lists — including from one watch list to another.

Simply (1) click the “Check” icon, (2) select the symbol(s), (3) click the “Page/Arrow” icon and select the List you want the selections sent to.

You can also ‘Click & Drag’ – highlighting a group of symbols you want moved to another list, or to the Research Tab.

Note:  Research can handle up to 20 stock symbols at a time.

Read More

Don't Know the Symbol?

No Problem

You can search for symbols from several entry points including “Market” and “Watch”. Simply start typing all or part of the Company’s name and the system will proactively provide you with suggestions. You can use this feature anywhere including Insiders and Institutions.

For example, typing “Bank” in the Symbol box will bring up the stock symbols and names of companies with “bank” in their name.

Depending where you are in the Platform, clicking on the selected symbol while you are in:

The “Market” or “Watch” tab, it will be added to your currently open list of stocks.

The Dashboard of the “Research” Tab, it will automatically provide the top layer of information on the stock.  As always, you are able to navigate to different areas or ‘drill down’.

Insider or Institutions of the “Research” Tab, the corresponding data will display, such as data by Quarter, the biggest buyers and sellers and more.