General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Building a New Watch List

To build a new watch list:

  1. Click
Px watchlist 0000.png
  1. from the Watch Lists view (screenshot) to open the watch list wizard. Or click File from the Main Menu Bar and select New Watch List (screenshot).
  2. Name Your Watch List page: Enter a name for the watch list and then click the Next button (screenshot).
  3. Watch List Symbols & Triggers page: Add symbols and triggers to the watch list and then click the Next button (screenshot).
  4. Adding Symbols
  5. Enter ticker symbols into the Symbol Entry Box separated by spaces or commas — not a combination of BOTH (screenshot). Or copy/paste ticker symbols from a spreadsheet (screenshot).
  6. Select a VPM Trade System from the drop-down list (screenshot).
  7. Click the Add Symbols button (screenshot).
  8. Symbols found in the database will appear in the Watch List Symbols table. Symbols not found in the database will remain in the Symbol Entry Box (screenshot).
  9. Adding Symbol Triggers
  10. Click
Px watchlist 00.png
  1. from the Symbol Triggers table (screenshot).
  2. In the Add Symbol Triggers window:
  3. Select a symbol from the Apply to Symbols column (screenshot).
  4. Select a trigger from the Trigger Parameter column (screenshot).
  5. Select an operator from the Trigger Operator column (screenshot).
  6. Enter a value in the Trigger Value column (screenshot).
  1. Be sure to use the correct format (e.g. YYYY-MM-DD for dates, 0.15 for 15%) or the trigger will not be valid. Refer to the Triggers Table below for the correct format.
  2. Click the Add Triggers button (screenshot).
  3. Removing Symbols
  4. Select a symbol from the Watch List Symbols table (screenshot).
  5. Click
Px watchlist 000.png
  1. to remove the selected symbol (screenshot).
  2. Removing Symbol Triggers
  3. Select a symbol from the Watch List Symbols table (screenshot).
  4. Select a trigger from the Symbol Triggers table (screenshot).
  5. Click
Px watchlist 000.png
  1. to remove the selected trigger (screenshot).
  2. Set the Watch List Report Email Preference page: Select when to receive a watch list report email (screenshot).
  3. Click the Finish button to save the watch list (screenshot).‍
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