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Watchlist: Managing Folders

Watchlist folders allow you to organize the full list of stocks in your watchlist into smaller sub categories for easier comparison and analysis of constituents. Below are the steps necessary for creating, deleting, editing and viewing a watchlist folder.
Navigation: Create/Delete Folder Add Symbols to Folder Viewing Folder with WL Closed


Create/Delete a Folder Step 1: After opening your watchlist (clicking the "Open watchlist" button), click the "Manage folders" button as shown in the image below; a "Folders management" pop up will appear.




Step 2: Give your folder a "Title" (adding a "comment" is optional) and click the "Create" button as shown below. To delete a folder, simply click the "Delete" button for the appropriate folder.


Step 3: The new folder should appear in the "Folders Management" list. You can add (or delete) additional folders or click the "Close" button to finish.



Add Symbols to Folder Step 1: Select the symbols you want to add by clicking the appropriate check boxes (shown in the image below).


Step 2: Select the "Copy to" button


Step 3: This will automatically bring down a list of your folders; click the folder you want to copy the symbols to.



Step 4: This will bring up a confirmation box; click "Apply" and you are done.



Viewing a Folder with WL Closed Step 1: You can easily change the Watchlist folder that you are viewing with the Wacthlist closed by selecting the appropriate folder from the drop down menu (image below).