Financial Markets
Watchlist
Save assets you want to follow.
This page applies where Financial Markets is enabled in beta.
The watchlist is a saved list of assets you want to monitor without adding them to a portfolio yet.
It helps separate research from actual holdings.
Use it for
- Tracking instruments you may want to research later.
- Following a shortlist of assets across markets.
- Keeping a clean separation between research and holdings.
What to expect
- Saved assets stay in one place.
- You can open each asset from the list to review its details.
- The watchlist does not change portfolio performance or holdings.
Use it to narrow research to a manageable set of assets before deciding what to buy or ignore.
Common mistakes
- Adding every interesting asset and losing focus.
- Using the watchlist as a record of owned investments.
- Expecting watchlist items to affect portfolio totals.