This video 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.
- Watch symbols without having to add them to a Portfolio
- Old to New Strategies
- Monitoring Symbols for Price Targets