Creating and Organizing Watchlists

Open the Watchlist page from the top nav. Click New List to create a named list — for example, "Dividend Plays," "Congressional Picks," or "Tech Growth."

When you create a new list, we offer theme-based suggestions (e.g. high-dividend large caps, Fed-sensitive financials) so you can seed a list in one click and then customize from there.

Adding and removing tickers

• From the Watchlist page: use the search box at the top, pick a ticker, and click Add.
• From a Company Research page: click the bookmark icon in the header to drop that ticker into a list.
• To remove: hover the row on the Watchlist page and click the trash icon.

Color tags and descriptions

Each list supports a color tag and a short description — useful if you keep multiple lists and want to distinguish them at a glance on the dashboard Watchlist card.