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.

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

Your watchlist appear in your Profile.

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

Tickers are sorted in the order you added them.