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    Watchlists How-To guide

    How to Use the Watchlist Section

    The Watchlist section in Wallstreet.io has undergone a redesign, offering improved functionality while maintaining a familiar experience. This guide will walk you through the steps of using the new Watchlist features effectively:

    Accessing the Watchlists

  • 1. Locate the widgets area on the Navigation Bar.
  • 2 Look for the Watchlist icon and click on it, which allows for the Watchlist to be shown or hidden according to your preference.

    • Choosing a Watchlist

  • 1. Within the Watchlist section, you'll find a dropdown menu. Click on it to access our Community Watchlists and any customized watchlists you might have created.
  • 2. Select the desired watchlist from the menu to load it.

    • Creating a New Watchlist

  • 1. From the three-dot icon menu, select the "Create a Watchlist" option.
  • 2. Type in a name for your new watchlist in the provided field.
  • 3. Search for Symbols you wish to include in this watchlist.
  • 4. Select the desired Symbols to add them to the new watchlist.

    • Managing Your Watchlists

  • 1. To manage your watchlists, click on the plus sign (+) button located in the Watchlist section.
  • 2. A pop-up window will appear, presenting various actions you can perform.

    • Renaming Watchlists

  • 1. In the pop-up window, you can rename a watchlist by clicking on the pencil icon and typing in the new name for your watchlist.
  • 2. Press the "Save" or "Confirm" button to save the changes.

    • Adding Symbols

  • 1. In the watchlist management pop-up, locate the search field.
  • 2. Enter the Symbol of the instrument you wish to add to your watchlist.
  • 3. The system will search for matches and display relevant results.
  • 4. Select the desired Symbols from the results to add them to your watchlist.

    • Removing Symbols

  • 1. Within the watchlist management pop-up, you'll find the list of Symbols in your watchlist.
  • 2. Identify the Symbols you want to remove and click on the corresponding remove button or icon.
  • 3. Confirm the removal when prompted to finalize the deletion.

    • Sorting Watchlists

    Wallstreet.io Watchlists offer sorting options to help you organize and view your data effectively. You can sort your Watchlist by clicking on the headers with the following criteria:

  • Symbol: Alphabetically sorts the list by stock symbols.
  • Last: Orders the list by the most recent trading price of each stock.
  • Change: Sorts the list based on the net change in the stock's price compared to the previous trading day.
  • Change%: Organizes the list by the percentage change in the stock's price.
  • Custom: By clicking the clock icon, you can sort your Watchlist in the order of "added last first," showing the most recently added stocks at the top.

    • In the Custom view, you can drag and drop symbols to sort them in custom order.

    You can also do that by clicking on the plus sign (+) button, clicking on the three stripes icon next to each symbol, then dragging and dropping them in the order you’d like.

    Exploring Candlestick Charts

  • 1. While managing your watchlist, you'll notice the "Go to Symbol" option right next to the Symbol description in the pop-up window.
  • 2. Click on it to access the Symbol’s candlestick chart for in-depth analysis.
  • 3. The candlestick chart provides valuable insights into the Symbol’s performance.

    • Deleting a Watchlist

  • 1. Within the Watchlist section, locate the three-dot icon menu.
  • 2. Click on it and select the "Delete Watchlist" option.
  • 3. Confirm the deletion when prompted to remove the selected watchlist from your account.