Watch List Columns and Settings

StreetSmart Edge® Watch Lists are customizable, allowing you to choose which columns of data to display for each symbol in your list, as well as the order of the columns.

Access the Watch List Settings window by right-clicking in the list and selecting Columns and Settings....

See Column Descriptions for details about each available column.

Applying Settings to Individual or All Lists

You can choose to apply the settings changes you make to either just the current Watch List or to all Watch Lists. The default is to apply the settings only to the current list, but if you prefer the settings to apply to all, be sure to make that selection at the bottom of the Settings window before clicking OK.

Jump Start Watch List Column Customization

Selecting one of the following from the Apply Template drop-down will automatically check the fields relevant to that template. You can further customize by adding or subtracting fields to your specifications.

Choose from:
Positions	Displays fields you might be most interested in if you have a Watch List composed primary of positions you hold.
Option Greeks	Displays Bid, Ask, Open Interest, Volume, and all option Greek fields.
Basic Options	Displays basic quote data relevant to options, as well as basic option data (excluding Greeks).
Company Profile	Displays basic company information like P/E, Sector, and Schwab Equity Rating.
Price Range	Displays fields related to current pricing and volume for your list of symbols.

Option Greek Pricing Models

Greeks indicate how fast an option price is changing relative to parameters such as time, underlying stock price, volatility, etc.

Pricing Method: Select from Black-Scholes, Barone-Adesi-Whaley, or Cox-Ross-Rubinstein.
Interest Rate: Defaults to the 3-Month Treasury I-rate Index rate ($IRX), or you can define the rate as you wish.

Excluding Options

Display only the underlying for the options by checking the exclude option positions box within the "My Positions" settings in the watch list.

Choosing Columns

From the Settings window, check the columns you want to display in the Watch List. For brief descriptions of each column, hover your mouse pointer over the column name. For more in depth descriptions of each column, see Watch List Column Descriptions.

Sorting Rows

Sort rows by clicking the header of the column by which you want to sort. An arrow next to the column name indicates the sort direction (ascending or descending).

If Auto-Sort in Real-Time is checked in Columns and Settings (found in the right-click menu), changes to data in the sort column will affect the current sort order in real time.
For example, if you have your Watch List display sorted alphabetically by Symbol, when you add new symbols to the list, the new symbols will be inserted into the Watch List in the correct alphabetical order.
To return the list to its default order, click the # (Custom Number) column header.

Sorting by multiple rows can be accomplished by holding down the Shift Key while you left click on the headers of the columns which you want to sort.

Arranging Column Order

There are several ways to rearrange the columns displayed in a Watch List tab:

You can click the column headers and drag them to another spot in the Watch List display.
You can also right-click on a column header and choose from the list of all available columns.

TIP: If the column you choose is not currently displayed in the Watch List, it will completely replace the column that was there. If it is already in the Watch List display, the two columns will swap places.

You can also arrange column order from the Columns & Settings window, available by right-clicking on the tab name. All chosen fields display in the Column Order display on the right with the most recently selected column at the bottom of the list. Click a column name and use the Up/Down buttons to move the column into a new position.

TIP: To save space if you have Sector, Industry, and/or Sub-industry displayed in your Watch Lists, you can abbreviate those columns by selecting Abbreviations at the top of the Settings window. Otherwise, to view full names in those fields, select Long Names.

Commissions, taxes, and transaction costs are not included in any of these strategy discussions, but can affect final outcome and should be considered. Please contact a tax advisor to discuss the tax implications of these strategies. Many of the strategies described herein require the use of a margin account. With long options, investors may lose 100% of funds invested. In-the-money long puts need to be closed out prior to expiration, since exercising them could create short stock positions.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Multiple leg options strategies will involve multiple commissions. Spread trading must be done in a margin account. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Member SIPC