Using the watchlist

The watchlist lets you track stocks you're interested in without adding them to your portfolio. It's perfect for monitoring potential investments.

What is a watchlist?

A watchlist is a list of stocks you want to keep an eye on:

• Track price movements
• Monitor without owning
• Research before buying
• Compare potential investments

Think of it as a "shopping list" for stocks.

Adding stocks to your watchlist

From search

1. Go to Markets in the sidebar
2. Search for a stock by name or symbol
3. Click the Add to watchlist button (star icon)

From holdings

See a stock in someone else's portfolio or mentioned somewhere?

1. Search for it in Markets
2. Add to watchlist for later research

Quick add

From the watchlist page:

1. Click Add stock
2. Search for the symbol
3. Click to add

Layout modes

The watchlist offers three layout modes. Switch between them using the layout button at the top of the page.

Standard

The default view. A sidebar list of your watched stocks with a stock chart on the right. Click any stock in the list to see its price history.

Grid

Shows all your watched stocks as a grid of mini charts. Useful when you want to scan price trends across your entire watchlist at a glance.

Table

A comparison table that lines up key data for every stock side by side, including price, day change, market cap, P/E ratio, sector, industry, dividend yield, and annual returns. The first column stays fixed as you scroll horizontally, making it easy to compare many stocks at once.

Viewing your watchlist

Open Watchlist from the sidebar to see:

• All watched stocks in a list
• Current price for each
• Today's change (price and percentage)
• Your notes (if any)

Available data

For each watched stock:

Field	Description
Symbol	Stock ticker
Name	Company name
Price	Current market price
Change	Today's price movement
% Change	Today's percentage change
Volume	Trading volume (if available)

Sorting

Sort your watchlist by:

• Name (alphabetical)
• Price (high to low or low to high)
• Change (biggest movers)
• Recently added

Managing your watchlist

Removing stocks

To remove a stock:

1. Click the star icon next to it (to "unfavourite")
2. Or click the menu (⋮) and select Remove

Adding notes

Keep track of why you're watching:

1. Click a stock to open details
2. Add notes in the notes field
3. Notes are private and only visible to you

Example notes:

• "Wait for price to drop below $50"
• "Interesting dividend yield, research more"
• "Potential competitor to my current holding"

Organising

Currently, watchlists are a single list. Future updates may include:

• Multiple watchlists
• Categories or tags
• Custom groupings

Watchlist vs portfolio

Watchlist	Portfolio
Stocks you're watching	Stocks you own
No cost tracking	Track your cost basis
No gains/losses	See your returns
For research	For tracking investments

Use cases

Pre-purchase research

Before buying a stock:

1. Add to watchlist
2. Monitor price for a few days/weeks
3. Research the company
4. Buy when ready (or remove if not interested)

Waiting for entry point

You like a stock but think it's overvalued:

1. Add to watchlist
2. Set your target price in notes
3. Check regularly
4. Buy when it reaches your target

Tracking competitors

Own a stock? Watch its competitors:

1. Add competing companies to watchlist
2. Monitor their performance
3. Consider switching if they outperform

Building a shortlist

Planning your next investment:

1. Add several candidates to watchlist
2. Compare their performance
3. Research each one
4. Narrow down to your choice

Watchlist access

The watchlist is a PRO feature. Upgrade to PRO to track unlimited stocks on your watchlist.