Watch List Tab

The Watch List allows you to monitor a wide range of streaming market data (Level I, news, etc.) about the securities that interest you. You can customize up to 25 Watch Lists with 40 symbols each.

Find the Watch List tab under the Quotes & Research tab.

You can also display Watch Lists at the bottom of your screen by clicking > Layout Settings and selecting the Watch List as one of the Bottom Panels.

Stock and/or option symbols and price and volume data shown here are for illustrative purposes only. Charles Schwab & Co., its parent or affiliates, and/or its employees and/or directors may have positions in securities referenced herein, and may, as principal or agent, buy from or sell to clients.

Open Watch Lists from the Watch List drop-down menu.
Add Symbols to Watch List by typing the symbol (or multiple symbols separated by a space, comma, or semi-colon) in the Symbols field and click Add.
Export your Watch List as a comma delimited (.csv) file by clicking the Export link. This will save your watch list so that it can be opened in Excel or other programs that support importing this type of file.
Print your Watch List by clicking the Print link.
Customize columns displayed in your Watch List by clicking > Watch Lists.
Sort columns by clicking on the column header. For example, click once on the Bid column to sort the entire list by that column. To reverse the sort order, click again.
Trade a symbol in your list by clicking on the symbol and then clicking the Trade link. It will load the symbol and trade action into the Trade tab.
Column descriptions are available in the Watch List Columns topic.
Import a Velocity Watch List by following the instructions in the Importing Velocity Watch Lists topic.

Edit Watch Lists

To Create or Edit watch lists, click Add/Edit List. The following window will open:

To Add a New Watch List:

Select Add New from the Action list.
In the window that opens, name the list and type the symbols you wish to add.
Click OK to save the list.
The new list will now appear as a choice in the Watch Lists drop-down.

To Edit a Saved Watch List

Select Edit and select the name of the list you wish to edit.
Click on the symbol you wish to edit and click Remove, Move up or Move down or click Rename to change the name of the list.
Clicking Alphabetize will sort the symbol list alphabetically for easier reference.
Clicking Remove All will clear all symbols from the list.
To add symbols, type them in the Add Symbols field (with a space, comma, or semi-colon to separate the symbols) and click Add.
Click OK to close the Edit Watch Lists window.

To Set a Default Watch List

Select Set as Default
Choose the list you want to designate as the default.
Click OK to save your change.

To Delete a Watch List:

Select Delete
Choose the list you want to delete.
Click Delete List to delete the list.