Watchlist
Watchlists help you track performance at a glance, and are synched automatically across all of your trading platforms. Colored tick dots indicate up/down values. Use the right-click menu from any symbol to access trading and analytical tools, and to edit the Watchlist.
Creating a New Watchlist
To create a new Watchlist, please take the steps outlined below.
Instructions
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Click the Watchlist menu
from the top left corner of your screen. -
Click the + icon in the top left corner.
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Click New Watchlist at the bottom of the pop-up.
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Click the + icon to start adding products into the watchlist.
Adding Instruments to a Watchlist
Instructions
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Enter a symbol in a blank row and press Enter on your keyboard.
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A list of asset types will populate sorted by exchange. For example, the top of the below screenshot shows "Apple NASDAQ - Apple Inc Stock" followed by the different exchanges.
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Select the specific instrument you would like to trade from the list.
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The asset will be added into your watchlist.
Watchlist Views
The Watchlist allows you to switch the list view between Watchlist View, Performance, Dividend Focus, Fundamentals, and Create New View. To do so, please take the steps outlined below.
Instructions
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In the top right corner select the Watchlist Views drop-down menu.
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Select your preferred list view type.
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The Create New View option allows you to add/edit the columns in your watchlist.
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Under the Available Columns section, press the + button to the left of the columns you are looking to add.