A 'Watchlist' is a list of securities being monitored for potential trading or investing opportunities. Selfwealth members can create up to 50 Watchlists, and customise each one to their needs.
How do I create a Watchlist?
To create a Watchlist simply follow the below steps:
Website
- Log in to the Selfwealth website
- On the left-hand nav bar under 'Research', click Stock Watchlists (you may need to scroll down to see this option
- Click Create new Watchlist
- Enter a name for your watchlist and press Create
Mobile App
- Go to the Watchlist tab in the main menu.
- We’ve created your first watchlist for you, called My Watchlist.
- Tap Manage
- Tap Edit name to rename your watchlist.
- Tap Create new watchlist to add another watchlist with a name of your choice.
How do I add holdings to my Watchlists?
Selfwealth members can add any combination of ASX and international holdings to their Watchlists. You can add a holding to a watchlist by following the below steps:
Website
- Navigate to the 'Stock Watchlists' screen as shown in the previous steps
- Find the watchlist you would like to add to and click the blue arrow ( ) button to expand it
- Click Add a New Holding
- Enter the name or ticker code for the holding you wish to add and click Add to Watchlist (you can also add a note if desired)
Please note: you can also add a holding to a watchlist by clicking Add to Watchlist when you are on the 'Stock Analysis' screen.
Mobile App
From a security
- When viewing a security, tap the Star icon in the top right.
- Select the watchlist you want to add it to.
- Tap Done.
From a watchlist
- Open a watchlist and tap Add stocks (or Curate list if the watchlist is empty).
- Search for a security by name or ticker code.
- Tap the Star icon next to the security.
- Select the watchlist you want to add it to.
- Tap Done.