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 100 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.

 

 

Edit Watch Lists

To Create or Edit watch lists, click Add or Edit. A window similar to the following will open:

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.

 

To Add a New Watch List:

  1. Click Add link at the top of the Watch List tab.
  2. In the window that opens, give the list a Name.
  3. Then enter a symbol into the Symbol field and click Add.
  4. You can establish an alphabetical (or reverse alpha) sort order here by clicking Sort (click twice to reverse the order), and/or you can click on individual symbols and change their order using the Move Up/Move Down buttons.
  5. Click OK to save the list.
  6. The new list will now appear as a choice in the Watch Lists drop-down.

To Edit Current Watch List

  1. Select the watch list you want to edit from the drop-down and click Edit.
  2. Make the necessary changes to your list.
  3. Click OK to close the Edit Watch Lists window.

Note that you can also add symbols to the current watch list using the Add Symbol field at the top of the Watch List tab.

Grouping Symbols in a Watch List:

Customize and organize your Watch List symbols by grouping them together in sub-sections that make sense for you.

  1. Add a new group by clicking Edit and entering a name for the Group. Then click Add again.
  2. To move symbols into the group, use the Move up/Move down buttons to move them into the group. Symbols in the group will be indented under the name of the group in the Editing a Watch List window. Click OK to return to the Watch List when you're done.
  3. You can also add symbols to the group from the Watch List by right-clicking on the group name and selecting Add Symbol. Only one symbol at a time may be added this way, so to add several symbols, use the Edit method above.
  4. Right-click on a group or symbols within a group to edit or delete them. You can also move symbols in and out of groups by drag-and-drop.

TIP: A group can be expanded or contracted by clicking the + or - next to the group name.

To Delete a Watch List:

  1. Open the list you want to delete.
  2. Click Delete at the top of the Watch List window.
  3. Confirm the deletion in the window that pops up.

To Sort a Watch List

Click the Sort button to sort your list in Ascending or Descending order.

Note: If you use the Sort button, it will undo any manual sorting you may have done via the Move Up/Move Down buttons in the Edit Symbols list.

 

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