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Watchlist actions

This page shows you how to save a company to a watchlist directly from its research page. It covers adding the current company to an existing list and creating a new list on the spot. Saving to a watchlist is available to Free, Pro Lite, and Pro accounts.

Before you begin

  • Sign in to your account. The Watchlists feature is open to all plans.
  • Open the company you want to save by ticker. For the steps, see Look up a company.

Steps

  1. Open the watchlist menu

    In the page header, select Add to Watchlist. A menu opens with your existing watchlists plus a Create New Watchlist option.

  2. Add to an existing list

    Select an existing watchlist to add the current ticker to it.

  3. Optional: create a new list

    Select Create New Watchlist, then enter a name and an optional description. The company is added to the new list once it is created.

  4. Revisit your lists

    Open your Watchlists page later to see the saved company alongside the rest of the list.

Outputs

After you choose a list, the ticker is saved to it, and you can revisit it later from your Watchlists page. No calculations are involved.

Data and timing

The company is saved to your account instantly, and your watchlists are available across the app. Per-tier limits on the number of watchlists or items may apply elsewhere in the app; for current limits, see Plans and tiers.

Limitations and disclosures

Saving to a watchlist produces no recommendation or figure, so no disclosure is required for this task.

What's next

What's next

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