To search for tickers or import a portfolio from Bloomberg or Excel, you will need to create a Watchlist. Select the option that corresponds to how you want to proceed (Figure 1):
Figure 1 Watchlist options
For this article, we will focus on creating a Watchlist and searching for tickers. After selecting the option to search for tickers you will be able to provide a Name for your Watchlist (Figure 2):
Figure 2 Name
Once a Watchlist is created, it will appear in your Profile (Figure 3):
Figure 3 New Watchlist
To search for a ticker, you can either enter the company name or company ticker. As you type, you will begin to see a more refined list of companies that become relative to what you are typing in the search box (Figure 4):
Figure 4 Search results
Finally, as you add tickers, they will sort in order of when they were added (Figure 5):
Figure 5 Ordered tickers