Watchlists
Create personal research lists and open the canonical company record from each saved instrument.
Open the right place
Basic → Watchlist
Add an instrument
- Search for the company.
- Open its company screen.
- Use the watchlist control and select or create a list.
Manage lists
Watchlists are private to the signed-in account. Removing a symbol from a list does not delete research reports or transaction records.
Data timing
A watchlist is an organization tool, not a live order screen. Read each quote with the visible timestamp and open the company for complete context.
Verify before you leave
- The saved instrument uses the intended symbol and exchange.
- Lists remain private to the authenticated account.
- A saved row opens the canonical company record.