Watchlists Complete Guide

What this helps you do

This guide shows you how to use Watchlists to organize symbols you care about, so you can pull up the right chart fast and keep your focus where it belongs. This matters because clean watchlists reduce menu-hopping when the market is moving.


Where to find Watchlists

You can access Watchlists from the platform’s widget area. You can show or hide the Watchlists widget based on your preference.

Watchlists location and layout

Watchlists live in the platform’s right-side widget area, alongside other widgets like Chatroom and Alerts. The Watchlists widget shows a scrollable list of symbols with quick price-change context.

Watchlists widget header

The top of the Watchlists widget includes the controls that determine which list you’re viewing and how it displays.

Watchlist selector (watchlist name + down arrow)

Displays the name of the current watchlist (for example, “Most Popular”). Opening this selector brings up the Watchlists selection window, where lists can be searched and switched.

Add or manage icon (plus sign)

Opens the Manage Watchlist window for the currently selected watchlist.

Options menu (three-dot menu)

Opens additional watchlist settings, including Compact mode in 4.0 (a slimmer row layout).

Watchlist rows and columns

Each row represents a symbol inside the selected watchlist. Common columns include:

Symbol

The ticker symbol for the instrument.

Last

The most recently displayed price.

Change

The point change for the session.

Chg%

The percentage change for the session.

Rows may also display a flag icon (empty by default) that can be used to flag symbols for quick grouping and organization. This flagging behavior ties into the broader organization system covered in the Workspace Favorites section.

Watchlists selection window

The Watchlists selection window appears when the watchlist selector is opened.

Search field

Filters available watchlists.

My watchlists panel

Shows available categories for the lists you can access.

Community lists section

Displays community watchlists (for example, “Most Popular,” “Transportation,” “Commodities”), along with a Symbols count that shows how many tickers are inside each list.

Manage Watchlist window

The Manage Watchlist window appears when the plus icon is used from the Watchlists widget. It is used to edit the contents and settings of the currently selected watchlist.

Watchlist name and rename control (pencil icon)

Displays the watchlist title and provides an edit control for renaming.

Search field

Used to find symbols while editing a watchlist.

Symbol list table

Displays the symbols inside the watchlist, typically including the ticker, company name, and exchange.

Reorder handle (stacked lines icon on the left of each row)

Indicates that symbols can be reordered within the list.

Row action icons (right side of each row)

Provide quick controls related to that symbol inside the watchlist (for example, removing the symbol or jumping to it).

Cancel Changes

Discards edits made during the current session in the Manage Watchlist window.

Watchlists options menu

The three-dot menu in the Watchlists widget includes display and list-management options.

Compact mode (4.0)

Toggles a slimmer row layout to fit more symbols on screen at once.

Other list actions may also appear here depending on your access level and the type of watchlist being viewed (community vs custom).

About flagging symbols

In 4.0, symbol rows also include flag icons you can use to flag symbols and create quick groupings by flag color. This ties into your broader organization setup, so it’s covered in the Workspace Favorites section.