Watchlists allow for complete customization so you can ensure you are viewing and monitoring the most relevant information related to your list of securities. The headers that appear at the top of your watchlist and the order in which they appear can be edited so you can efficiently analyze and monitor your watchlists.
Choosing your headers and their order
To edit the headers and their order, select Edit Watchlist Layout from the Watchlist Actions dropdown. Alternately, you can go to Settings > Edit Headers. Either path will bring you to the same page.
On the Edit Headers page, clicking the name of the header toggles it on and off. Headers highlighted in green will appear in your watchlist. Headers highlighted in red will be hidden. To change the order of your headers, you can drag and drop the headers into your preferred order.
Saving watchlist layouts
Click the Save/Overwrite Layout button to save this list of headers for use in another watchlist. Click the View Saved Layouts button to apply a previously saved layout to this watchlist or to set a saved layout as your default layout for all of your watchlists.
To apply a saved layout to your current watchlist click the green box with a checkmark next to that layout. To set a layout as your default layout click the blue box with a star next to that layout.
Applying a watchlist layout to multiple watchlists
To apply a saved watchlist layout to several watchlists, go to the Watchlists homepage and select the Multi Layout option under the Group Action dropdown.
Within the pop up window that appears select the saved layout you want to your watchlists, check off the watchlists you want to apply this layout to, and hit the Apply Layout to Watchlists button.
Sorting your watchlist
Clicking one of the watchlist headers will sort your watchlist by that column.
By default, watchlists will be sorted alphabetically by ticker symbol, but you can go to Settings > Watchlist Options to select a different default sorting option for your watchlist.