Stock Watchlist Guide
Complete guide to creating, managing, and monitoring watchlists for stocks to watch
A stock watchlist is a curated collection of stocks you want to monitor and track over time. It helps you organize stocks to watch, monitor their performance, and make informed investment decisions.
Watchlists are essential for portfolio tracking and keeping an eye on potential investment opportunities. You can create multiple watchlists for different strategies, sectors, or investment goals, and integrate them with screeners for automated monitoring.
Monitor
Track stocks to watch and their performance
Analyze
View key metrics and portfolio tracking data
Organize
Group stocks by strategy, sector, or goal
Create watchlists from scratch or populate them quickly by adding stocks directly from your screening results. This workflow makes it easy to build targeted portfolios based on your investment criteria.
Method 1: Create Empty Watchlist
- Navigate to
/new/watchlist - Give it a descriptive name (e.g., "Tech Growth Stocks", "Dividend Champions")
- Add optional description and tags
- Choose public or private visibility
- Add stocks manually by searching
Method 2: Add from Stock Browser (Recommended)
- Use the Stock Browser to filter stocks
- Click the "+" button next to any stock in the results
- Select an existing watchlist or create a new one
- Stock is instantly added - continue screening
💡 Pro Tip
This is the fastest way to build watchlists. Screen for stocks that meet your criteria, then add promising candidates directly to your watchlist without breaking your workflow.
Watchlists integrate seamlessly with the Stock Browser and screeners, making it easy to build portfolios from your screening results.
How It Works
- One-click add: Click "+" button on any stock in Stock Browser results
- Visual indicators: See which watchlists already contain each stock (checkmarks)
- Quick selection: Choose from your existing watchlists via dropdown menu
- Multiple watchlists: Add the same stock to different watchlists for different strategies
Example Workflow
1. Create a screener for "Quality Dividend Stocks" (ROE > 15%, Div Yield > 3%)
2. Run it in the Stock Browser - get 23 results
3. Review each stock and click "+" to add interesting ones to your "Dividend Portfolio" watchlist
4. End up with 8 high-quality dividend stocks in your watchlist
5. Later, combine watchlist + screener in Monitoring Lab to track if they still meet criteria
Access your complete watchlist collection at /[username]/watchlists. View all your watchlists, track performance, and organize stocks across multiple portfolios.
Watchlist Features
Organization Options
- •Multiple watchlists: Create separate lists for different strategies
- •Public/Private: Share watchlists publicly or keep them private
- •Tags & descriptions: Add metadata for better organization
- •Sorting & filtering: Find watchlists quickly as your collection grows
Each watchlist provides comprehensive portfolio tracking to help you monitor performance and make informed decisions.
Performance Metrics
- Real-time price updates and percentage changes
- Total portfolio value and daily movement
- Individual stock performance tracking
- Historical performance charts and trends
- Comparison against market benchmarks
Key Features
- Quick access to fundamental data for each stock
- Compare stocks within your watchlist side-by-side
- Sort by various metrics (price, change, market cap, etc.)
- Add notes and personal ratings to stocks
- Export watchlist data for external analysis
Take your watchlist tracking to the next level by creating monitoring sets. Combine any watchlist with any screener to automatically track when stocks drift from your criteria.
How It Works
- Choose a watchlist (your collection of stocks to monitor)
- Select a screener (your investment criteria)
- Create a monitoring set that links them together
- Run checks daily, weekly, or monthly
- Get reports showing which stocks meet criteria and which don't
- Receive alerts when stocks enter or exit your criteria
Example Use Case
Watchlist: "My Dividend Portfolio" (15 stocks)
Screener: "Quality Dividend" (ROE > 15%, Yield > 3%, Payout < 70%)
Result: Weekly reports showing which holdings still meet quality standards, alerting you when a stock's fundamentals deteriorate before it impacts your returns.
Free users can start tracking stocks immediately with generous limits. Upgrade to Pro for unlimited watchlists, larger capacity, and advanced features.
| Feature | Free | Pro |
|---|---|---|
| Number of watchlists | 1 private + 3 public | Up to 100 |
| Stocks per watchlist | 20 stocks | Up to 100 |
| Basic portfolio tracking | ||
| Add from Stock Browser | ||
| Monitoring Lab integration | ||
| Export capabilities | ||
| Advanced analytics |
For Beginners
- Start with one watchlist and 5-10 stocks to keep it manageable
- Use the Stock Browser to discover stocks that meet simple criteria
- Add stocks directly from screening results with the "+" button
- Review your watchlist weekly to stay familiar with the stocks
For Systematic Searchers
- Create separate watchlists for different strategies (Growth, Value, Dividend)
- Keep watchlists focused - 10-20 stocks per list is ideal
- Use screeners to populate watchlists systematically
- Set up monitoring sets to track portfolio drift automatically
- Regularly review and remove stocks that no longer fit your criteria
For Pro Optimizers
- Build a library of watchlists for different market conditions and sectors
- Use public watchlists to share your strategies and build credibility
- Create multiple monitoring sets to track different portfolio segments
- Export watchlist data for advanced analysis in spreadsheets
- Track performance against benchmarks to validate your selections
Universal Tips
- Use descriptive names that reflect your investment strategy or goal
- Add notes to stocks explaining why you're watching them
- Don't overcrowd watchlists - quality over quantity helps maintain focus
- Watchlists are discovery tools, not substitutes for thorough research
Watchlist Routes
Related Documentation
Ready to Start Tracking?
Create your first watchlist or start discovering stocks in the Stock Browser to add to your collection.