Create a Watchlist

To search for tickers or import a portfolio from Bloomberg or Excel, you will need to create a watchlist.

1. Select one of the Watchlist option:
   1. Start with and Empty Watchlist
   2. Import from Bloomberg Exported File
   3. Import from Excel file

We will now focus on creating a watchlist and searching for tickers.

2. Select the option to search for tickers.
3. Name your watchlist.

Your watchlist appear in your Profile.

4. To search for a ticker, enter the company name or company ticker. 

Tickers are sorted in the order you added them.