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Welcome to Transferring a Search Result to a Portfolio You can see how a search does in real time by creating a portfolio from the search results. First Run Your Search either in the search builder or a watchlist. See " How to Build and Run a Search ". Then open a portfolio window by clicking...
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Welcome to Using the QuoteList The quotelist is the same as a watchlist but it has a predefined set of price columns that monitors prices. To open a watchlist click "Main Menu" ==> "Components" ==> "QuoteList" . QuoteList This will bring up the QuoteList Window. This...
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This section describes the quotelist module. Using the Quotelist
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Welcome to Advanced Watchlist Sorting You can sort by any column in the watchlist by clicking the column header. Repeated clicking of the column header will toggle between an ascending and descending sort. To turn off the sort and have the symbol go back in the order you entered them, right click in...
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How to Use a Watchlist A watchlist is a list of symbols used to quickly reference a group of stocks. Opening a Watchlist A watchlist can opened by a number of different means. "Menu Circle" ==> "New" ==> "Watchlist" or "Main Menu" ==> "Components"...
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This section contains help for using the watchlist. How To Use a Watchlist Tagging a Watchlist Advanced Watchlist
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Welcome to Advanced Portfolio Sorting You can sort by any column in the transaction or holdings table by clicking the column header. Repeated clicking of the column header will toggle between an ascending and descending sort. To turn off the sort and have the symbol go back in the order you entered them...
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Welcome to Tagging a Watchlist A watchlist can have up to three different independent check box columns labeled respectively Tag, Buy, Sell. Since they all work the same way I will just be describing the Tag column in detail. A Tag column allows you to mark symbols of interest and then to manipulate...