How do I create a watch list?

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You can create up to 6 different watchlists per Dashboard page. There can be 5 additional Dashboard pages

  1. On the Dashboard page, click Add Content in the upper right-hand corner of the Dashboard page.  The Add Content menu that pops up will display available content by category.
  2. Click the Add button for the watchlist (“portlet”) you would like to add.  You may a wide watchlist portlet to the left side of the page or a narrow watchlist portlet to right side of the page.
  3. Click the Close Content button and your new portlet will be displayed.

To rename a watchlist:

  1. On the Dashboard page click Edit on the Watchlist portlet.
  2. In the Section Name field, enter a new name for the section (up to 20 characters).
  3. Click Save Selection.

To enter symbols to include on the watchlist:

You can add symbols for stocks, options, futures, and market indices.

  1. In the Enter Symbol box, enter the symbol or company name.
  2. Select the appropriate symbol from the list of choices in the dropdown list.
  3. Click Add.

Notes:

  • To view the watchlist information for a symbol, but not add it to the watchlist, click Go instead of Add.
  • To delete an item from the watchlist, click the X next to the symbol.
  • Click a column header to sort the list in ascending or descending order.
  1. Repeat steps 1-3 to add up to 25 ticker symbols to the watchlist.
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