Modify Watch Lists

You can modify existing Watch Lists by adding or removing symbols, including annotations, and changing the order of the symbols. If you do now know a company’s symbol, you can search for it.

You can also copy a line from your Watch List to the Windows Clipboard, and then paste it into another application such as Microsoft Word.

To add symbols to a Watch List:

1. Click on an empty cell under the Symbol column.

Note: You can use the Annotation option to add any text comments you want.

2. Type in the ticker symbol you want to watch and hit the enter key on your keyboard.

The system adds the symbols to the Watch List and retrieves quote data for that symbol. You can arrange the order of symbols and annotations.

To annotate a Watch List:

1. Click on the cell where you want the comment to appear.
2. Type in a pound sign (#).
3. Type in the comment and hit enter on your keyboard.

Note: You can use Annotation option to add any text you want.

To search for a company’s symbol:

1. From an open Watch List, point to an area with data and click the right mouse button.
2. From the right mouse menu, select Symbol Search.

Or

3. Click on the  button.

The Search for Company dialog box appears.

Tip: You can press Esc to close the Search for Symbol dialog box.

4. Enter the full or partial name of the company whose symbol you want.
5. Click on Search.

The system displays a list of companies and symbols that match the name you entered.

To view a list of available exchanges:

1. From an open Watch List, point to an area with data and click the right mouse button.
2. From the right mouse menu, select Settings.
3. Left click on the Grid Tab.
4. Scroll through the Authorized Real-time Exchanges list at the bottom of the dialog box.
5. Click on Cancel to close the Settings dialog box.

Delayed data from all exchanges are included at no extra cost. The list provides a display of the exchanges you have chosen to receive in Real-Time.

To copy a quote from a Watch List:

1. From an open Watch List, select a line of data and click the right mouse button.
2. From the right mouse menu, select Copy Quote.

Or

Click on the Copy Quote button 

The data goes to the Windows Clipboard.

3. Paste the data into another application, such as Microsoft Word or Excel.

To remove symbols or annotations from a Watch List:

1. Click on the row number next to the Symbol or Annotation you want to delete.
2. Press the delete key on your keyboard.  This will remove the symbol or annotation from your Watch List.

The system removes the symbols, annotations, and corresponding data from the Watch List.

To change the order of the symbols or annotations on a Watch List:

1. Click on the number next to the Symbol or Annotation you want to move.
2. Use the arrow buttons on your keyboard to move the symbols up and down.
3. Hit the enter key on your keyboard.

NOTE: You can also “drag and drop” a row from one place to another by clicking the row number and holding down the mouse button while you drag it up or down the watch list

NOTE: You may have the Watch List automatically sort the list by double clicking the row you would like to sort on.