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How do I set up/manage Watchlists and Alerts?

Written by Support Team

Watchlists

You can set up multiple watchlists to track securities you are interested in. Each watchlist can contain up to 25 securities.

Creating a Watchlist:
- Click 'Create Watchlist'.
- Name your watchlist under 'My Watchlist'.
- Add securities by searching in the 'Add to watchlist' field and selecting the relevant security.
- Click 'Save'.

Managing Your Watchlist:
- Select your watchlist and click 'Edit'.
- To add securities, search and click 'Add to watchlist'.
- To remove, click the red circle next to the security.
- Click 'Save'.

Alerts

There are two types of email alerts you can set up for securities you are interested in.
- Announcement Alerts for company/market announcements.
- Price Alerts for when a security trades above or below a specific price point.

Managing Alerts:
- Click 'Edit' while viewing the watchlist.
- Click the bell next to the stock you would like alerts for.
- Add or remove alerts.
- Click 'Save'.

These steps should make managing your watchlists and alerts easy. Let us know if you need further assistance.

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