How to Create and Customize Watchlists (2024)

Here you'll find out how to create and save watchlists, define custom columns and switch to alternative views in the Trading Dashboard, found underMy Portfolio.

First, a bit aboutlist-based widgets. You can use them to:

• View index constituents (Index Constituents widget)
• Compare all markets for a financial instrument (All Markets Widget)
• See a market overview (pre-defined lists)
• Create and save a watchlist to monitor financial instruments
• Monitor your portfolio holdings

Creating lists

Let's start by creating a list of securities.

In the main menu of the Trading Dashboard, clickWidgetsand add a List widget.

Click thesearchicon in the title barof the widgetand enter the name of a security. In our example, we'll add RY stock.

Click the name of the stock to add it to the list.

Alternatively, you can drag and drop securities from other widgets.

You can also open the securities that are within an Index Constituents widget in a new list by using the widget dropdown menu.

To delete a security from a list,open the quick menu using the three dots at the beginning of the rowand clickDelete.

Saving watchlists

To save a list as a watchlist, open the List widget dropdown menu and clickSave watchlist.

Saving a list as a watchlist ensures that any changes you make will be automatically saved and synchronized across all of your RBC Direct Investing platforms and devices.

Let's add RY to a watchlist (My Watchlist). Search for the stock, and then click its name in the search results.

As you can see, adding RY to a watchlist (My Watchlist) on the Trading Dashboard, automatically adds it to the same watchlist on the RBC Direct Investing site.

Opening saved watchlists

To open a saved watchlist, open the List widget dropdown menu, clickOpen listand select a watchlist.

Alternatively, you can open the main Trading Dashboard dropdown menu, clickPortfolio & Lists, and then clickWatchlist.

Renaming watchlists

Open the widgetdropdownmenu and clickRename watchlist.

You can also rename a watchlist through the main Trading Dashboard menu. ClickPortfolio & Lists, thenWatchlist, and then thepenicon.

Deleting watchlists

Open the widget dropdown menu and selectDelete watchlist.

Alternatively, you can open the main Trading Dashboard menu, clickPortfolio & Lists, thenWatchlist, and then thetrash binicon.

When you delete a watchlist, it is also deleted from your other RBC Direct Investing platforms.

Index Constituents widgets

Index Constituents widgets provide predefined watchlists for different indices. To find one, open the main Trading Dashboard menu, selectWidgetsand thenIndex Constituents. Fill the widget by searching for an index, dragging and dropping, orbroadcasting.

Sorting columns

To sort a column in ascending or descending order, click the column header in the Index Constituents widget. For example, you can sort columns by percentage change.

Defining columns

The List, Portfolio, and Index Constituents widgets each allow you to add and remove columnsby selectingDefine columnsfrom the widget dropdown menu.

You can drag and drop data fields to the left section so that they appear as columns in your widget. To remove a column, just drag it back to the right section. You can select up to 20 fields. You can also change the order of the fields by dragging and dropping them.

Each category on the left contains several available fields. There are hundreds to choose from, ranging from general data and quote data to asset-class-specific data for securities such as bonds, options or stocks.

If you don't know which category a field is in, you can search for data fields. The new column template with the name “Custom" is assigned to the widget and saved in your workspace.

To access more options, expand the list's toolbar by clicking the arrow. Choose predefined columns such as Quote, Quote Bid/Ask or your own custom template.

Changing the view

List widgets offer different views. By default, they open with the List view. You can choose a different view byopening the list toolbar by clicking the arrow just underneath the widget's title bar,and clickingView.

For example, choose the News view to filter news headlines to match items on your list. This is especially useful for keeping an eye on news for a whole watchlist or portfolio. To open a news story, select its headline.

To refine your search, you can filter news headlines by keyword, timeframe, region and more.

List widgets also offer a Top/Flop view that shows you the gainers and losers.

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