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.

How to Create and Customize Watchlists (1)

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.

How to Create and Customize Watchlists (2)

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

How to Create and Customize Watchlists (3)

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

How to Create and Customize Watchlists (4)

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

How to Create and Customize Watchlists (5)

Saving watchlists

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

How to Create and Customize Watchlists (6)

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.

How to Create and Customize Watchlists (7)

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.

How to Create and Customize Watchlists (8)

Opening saved watchlists

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

How to Create and Customize Watchlists (9)

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

How to Create and Customize Watchlists (10)

Renaming watchlists

Open the widgetdropdownmenu and clickRename watchlist.

How to Create and Customize Watchlists (11)

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

How to Create and Customize Watchlists (12)

Deleting watchlists

Open the widget dropdown menu and selectDelete watchlist.

How to Create and Customize Watchlists (13)

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

How to Create and Customize Watchlists (14)

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.

How to Create and Customize Watchlists (15)

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.

How to Create and Customize Watchlists (16)

Defining columns

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

How to Create and Customize Watchlists (17)

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.

How to Create and Customize Watchlists (18)

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.

How to Create and Customize Watchlists (19)

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.

How to Create and Customize Watchlists (20)

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.

How to Create and Customize Watchlists (21)

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.

How to Create and Customize Watchlists (22)

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

How to Create and Customize Watchlists (23)

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

How to Create and Customize Watchlists (24)

View Legal Disclaimer

RBC Direct Investing Inc. and Royal Bank of Canada are separate corporate entities which are affiliated. RBC Direct Investing Inc. is a wholly owned subsidiary of Royal Bank of Canada and is a Member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Royal Bank of Canada and certain of its issuers are related to RBC Direct Investing Inc. RBC Direct Investing Inc. does not provide investment advice or recommendations regarding the purchase or sale of any securities. Investors are responsible for their own investment decisions. RBC Direct Investing is a business name used by RBC Direct Investing Inc. ® / ™ Trademark(s) of Royal Bank of Canada. RBC and Royal Bank are registered trademarks of Royal Bank of Canada. Used under licence.
© Royal Bank of Canada 2021.

Images presented in the image are for illustrative purposes and may not represent the actual web pages within the RBC Direct Investing online investing site.

The views and opinions expressed in this publication are for your general interest and do not necessarily reflect the views and opinions of RBC Direct Investing. Furthermore, the products, services and securities referred to in this publication are only available in Canada and other jurisdictions where they may be legally offered for sale. If you are not currently resident of Canada, you should not access the information available on the RBC Direct Investing website.

How to Create and Customize Watchlists (2024)

FAQs

How to create a watchlist? ›

To create a watchlist, you should first identify your key investment criteria and decide what kinds of investments you are looking for. Then, using a stock screener or similar tool, search for stocks that fit those criteria and add them to your watchlist.

How to create watchlists in Thinkorswim? ›

Watchlists let you group and monitor different securities. You can create and view watchlists in two places: The left sidebar and the MarketWatch tab. To add a watchlist to the left sidebar, select the plus sign and then Watchlist. A default watchlist appears.

How to build a day trading watchlist? ›

You can build an effective watchlist in three steps. First, collect a handful of leadership or liquidity components in each major sector. Second, add scanned listings of stocks that meet general technical criteria matching your market approach. Third, rescan the list nightly.

How to organize a watch list? ›

Here are some common methods:
  1. By Genre. Organizing your list by genre allows you to easily find movies when you're in the mood for a certain type of film or seeking out a specific vibe. ...
  2. By Release Year. ...
  3. By Director. ...
  4. By Actor. ...
  5. By Source/Inspiration.
Jan 3, 2024

What is the difference between a watch list and a restricted list? ›

A watch list is a list of securities that, unlike restricted list securities, generally do not carry trading restrictions, but whose trading is subject to close scrutirly by the firm's compliance department. The watch list also differs from the restricted list in that its dissemination generally is limited.

How do I customize my Watchlist on Tradingview? ›

How to add a section to the watchlist?
  1. Open the required list.
  2. Select the symbol above which you want to create a section.
  3. Right-click on it to open the menu.
  4. Select the Add section menu item.

How do I link my watchlist to my TOS chart? ›

For example, consider linking a watchlist to a chart:
  1. In a watchlist symbol selector, click the clip icon and choose a color from the menu;
  2. Repeat this step in the Charts symbol selector, choosing the same color.

How do I edit my watchlist on my Iphone? ›

Tap the name of the watchlist, tap Manage Watchlists, then do any of the following:
  1. Delete a watchlist: Tap. next to the symbol, tap. , then tap Delete Watchlist.
  2. Reorder your watchlists: Touch and hold. , then drag the watchlist to a new position.
  3. Rename a watchlist: Tap. , type a new name, then tap Save.

How many stocks should be on my watchlist? ›

With individual stocks, if you're using fundamentals, one person can't really track more than 6-8 companies adequately – unless you treat it as a day job .. A technicals trader could probably have a watchlist of 50-100, if you've got some good software to track the conditions you're looking for.

Is there a trick to day trading? ›

One of the key day trading risk management techniques is to always plan your trades in advance. This includes setting specific prices for entry and exit, which helps in managing risk and maximizing returns. Another important technique is to use stop-loss orders.

What is the number one rule in day trading? ›

What Is the First Rule of Day Trading? The so-called first rule of day trading is never to hold onto a position when the market closes for the day. Win or lose, sell out. Most day traders make it a rule never to hold a losing position overnight in the hope that part or all of the losses can be recouped.

How do I create a watchlist in Google? ›

Create a custom watchlist
  1. Go to google.com/finance.
  2. Under “Your Watchlists,” tap New watchlist. If you can't find “New watchlist,” try to scroll to the right.
  3. Give your watchlist a name. For example, “My Favorite Stocks.”
  4. To add assets to your watchlist, tap Add investments.

How do I create a watchlist on Amazon Prime? ›

How to build a watchlist. To avoid wasting hours browsing every time you want something new to watch, you can build a custom list. Every TV show or movie you select has a plus icon next to it that you can tap to add it to your watchlist. To find it later, choose My Stuff and then Watchlist.

How do you make a watchlist on Netflix? ›

At the top of the screen, click My List. You can add up to 2,000 TV shows and movies to My List on your Netflix profile. Titles in My List are listed in order and start with the ones most relevant to you.

Where can I create a free stock watchlist? ›

Get started with CNBC Watchlist today!
  • Follow the action to gain the insights you need to fine-tune your trading strategy.
  • CREATE FREE ACCOUNT.
  • Watch stocks of interest and keep tabs on your portfolio with custom watchlists.
  • Get expert insights & follow movement in the market.
  • Explore industry trends with premade watchlists.

References

Top Articles
Latest Posts
Recommended Articles
Article information

Author: Mrs. Angelic Larkin

Last Updated:

Views: 6519

Rating: 4.7 / 5 (47 voted)

Reviews: 86% of readers found this page helpful

Author information

Name: Mrs. Angelic Larkin

Birthday: 1992-06-28

Address: Apt. 413 8275 Mueller Overpass, South Magnolia, IA 99527-6023

Phone: +6824704719725

Job: District Real-Estate Facilitator

Hobby: Letterboxing, Vacation, Poi, Homebrewing, Mountain biking, Slacklining, Cabaret

Introduction: My name is Mrs. Angelic Larkin, I am a cute, charming, funny, determined, inexpensive, joyous, cheerful person who loves writing and wants to share my knowledge and understanding with you.