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

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.