Can you create a custom watchlist?

Hello,

I have certain stocks I keep a close eye on for different situations, pricing with specific range, etc.

Is there a way to create additional "watchlists" with only certain securities so I don't have to scroll through the whole list?

I could do this with a report but I really prefer the data format and info displayed on the watchlist screen.

Best Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
    There isn't a way to create a separate Watch List that I know of, but you can always create an offline brokerage account, e.g. "My Dream Investments" and record "Add shares" transactions for each of the investments you're interested in tracking.
    Add this account to your preferred Portfolio view (or create a new portfolio view) so you can follow its progress over time.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    Couldn't you just use the portfolio view where you customize it to the security you want?
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited August 2021 Answer ✓
    There is only one Watch List but the securities on it are included in a special account in the portfolio views. The securities in the Watch List account appear in the portfolio views even if you do not hold any shares.

    So as @Chris_CPW says, you could customize one or more portfolio view(s) to include the
    Watch List "account" and just some of your watch list securities. You can also select the columns to show, making the view the same as the Home tab watch list if that is what you want.
    QWin Premier subscription

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
    There isn't a way to create a separate Watch List that I know of, but you can always create an offline brokerage account, e.g. "My Dream Investments" and record "Add shares" transactions for each of the investments you're interested in tracking.
    Add this account to your preferred Portfolio view (or create a new portfolio view) so you can follow its progress over time.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    Couldn't you just use the portfolio view where you customize it to the security you want?
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited August 2021 Answer ✓
    There is only one Watch List but the securities on it are included in a special account in the portfolio views. The securities in the Watch List account appear in the portfolio views even if you do not hold any shares.

    So as @Chris_CPW says, you could customize one or more portfolio view(s) to include the
    Watch List "account" and just some of your watch list securities. You can also select the columns to show, making the view the same as the Home tab watch list if that is what you want.
    QWin Premier subscription