Working with Watchlists

This guide will show you how to use watchlists in the Screener to organize and track tickers.

Adding and removing tickers

There are two ways to add tickers to your watchlists:

Individual tickers

To add or remove a single ticker from a watchlist:

• Click the star icon next to any ticker in the screener
• In the popup menu, check or uncheck the box next to the desired watchlist
• The ticker will be immediately added to or removed from the selected watchlist

Multiple tickers

To add or remove all tickers currently shown in the screener:

• Click the sparkles icon in the table header
• In the popup menu, check or uncheck the box next to the desired watchlist
• All visible tickers will be added to or removed from the selected watchlist

Using the watchlist selector

The watchlist selector is located in the top-right corner of the screener. Clicking it reveals a dropdown menu with several options:

• Select a watchlist to filter the screener to show only tickers from that watchlist
• Create a new watchlist by clicking the "+" button
• Manage existing watchlists:
  • Delete: Remove a watchlist entirely
  • Clear: Remove all tickers from a watchlist
  • Copy: Create a duplicate of a watchlist
  • Edit: Rename a watchlist