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Create And Manage Your Stock Watchlists

Create And Manage Your Stock Watchlists

. 4 min read

Managing Your Stock Watchlists

Creating a watchlist can allow you to track companies and stocks that you find interesting. You can check them every morning and get a quick glimpse of how things have changed.

You can also save a price target for your stocks and quickly see when the stock price nears your target. It's the best way to stay disciplined. AAII has a great article on the process and benefits of setting price targets.

This how-to will cover the following:

  • Start a New Watchlist
  • Add & Remove Stocks to Your Watchlist
  • Create and Edit Views
  • Export data to Google Spreadsheets, Excel Spreadsheet or CSV
  • Save and Update a Price Target
Start a New Watchlist

Click the + New Watchlist option in the watchlist dropdown to start a new watchlist.

Create Your Own Watchlist

Add Stocks to Your Watchlist

It's easy to add stocks to your new watchlist. You can Search and Add stocks, "Fork," an idea, or Bulk Add Stock Symbols.

Method #1: Fork an Idea

Forking an idea will create a new watchlist based on the stocks currently listed in the idea. finbox.io maintains an ever-expanding list of ideas that you can use kickstart your list. These ideas include everything from holdings of famous investors like Warren Buffett to popular investment themes like "Breakthrough Biotechs."

Fork An Idea To A Watchlist

Method #2: Create Your Own

You can also start with an empty watchlist and add stocks by searching for them. First, you need to name your new list by clicking the + New Watchlist button I mentioned earlier.

Clicking the + New Watchlist button will bring up a pop-up that has the "Create a custom watchlist" button depicted below.

Name Your Watchlist

You can then search for the stocks you would like to add and click Save Changes to see your list:

Search And Add Stocks To Your Watchlist

Method #3: Bulk Import Tickers to Your Watchlist

Once you've started a watchlist, if you know the stock tickers you want to add, use the bulk import utility to speed up the process:

watchlist-bulk-button

You simply type in the stock tickers or copy / paste them from a CSV or Excel file. Just separate the tickers using space, commas, or newlines.

We'll search for the tickers you enter in our database and return the matches. Click Add to Watchlist in the next step to complete the import process.

Your watchlist should look similar to the one below:

watchlist-bulk-summary

Create and Edit Views

Once you've created a watchlist, you will see several "Views" that highlight key data on your stocks. You can customize these views as you see fit.

Start a New View

To start a new view and add the metrics you want to review, click the + New View button:

watchlist new view

Add Columns

To edit the columns in a view, click the big green (+) button:

watchlist edit column

Remove Columns

To remove columns in a view, click the big green (+) button. Once the pop-up opens, you can hover over the metric and remove the column using the Trash icon.

watchlist edit column

Reorder Columns

To reorder the columns in a view, click the big green (+) button. Once the pop-up opens, you can drag the metrics to arrange them as you want:

watchlist edit column

Export Data to Google Spreadsheet, Excel Spreadsheet or CSV

Sometimes it useful to Export your Watchlist view to a spreadsheet. You can export your data easily in the format of your choice:

Export View

Save and Update a Price Targets

Last order of business is saving price targets for your watched companies. Click the Set button in the Price Target column and it'll bring up the Price Target widget. Enter your price target in the widget:

price-target-save



Andy Pai

Founder @ finbox.io. We build tools that make life easier for investors. I started my career in investment banking. I live in Chicago. Reach out if I can be helpful!

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