How do I create a watchlist in Client Portal?

Q: How do I create a watchlist in Client Portal?

To create a watchlist in Client Portal: Log into Client Portal . Click Research followed by Watchlist . Select New Watchlist in the left-side panel. Enter a name for the Watchlist. Add instruments by entering the company symbol in the entry field, pressing Enter, and selecting the asset type. The instrument will be added to your Watchlist. Continue to add instruments as needed, and when done click Save. The watchlist will now be available under My Lists within the Watchlists & Market Scanner menu.

Question

Accepted Answer

To create a watchlist in Client Portal:

Log into Client Portal.
Click Research followed by Watchlist.
Select New Watchlist in the left-side panel.
Enter a name for the Watchlist.
Add instruments by entering the company symbol in the entry field, pressing Enter, and selecting the asset type. The instrument will be added to your Watchlist.
Continue to add instruments as needed, and when done click Save.

The watchlist will now be available under My Lists within the Watchlists & Market Scanner menu.