This lesson will walk you through a step by step process for creating Watchlists.

Watchlists monitor symbols for future considerations in your portfolios. 

You can monitor stocks for a client that they may be interested in or to monitor portfolios that were transferred to you and
allow a transition from the old strategy to a new strategy.

Key Features:

  • Watch symbols without having to add them to a Portfolio
  • Old to New Strategies
  • Monitoring Symbols for Price Targets

Coming soon…

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