Create a Watchlist and search for tickers

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

1. Select one of the options available in the Create Watchlist dropdown:
   • Start with an Empty Watchlist
   • Import from Bloomberg Exported File
   • Import from Excel file

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

Your watchlist appears in your Profile.

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

Tickers are sorted in the order you have added them.