Possibility for custom watchlists

skeleton567
skeleton567 Quicken Windows Other Member ✭✭✭✭

I've seen several questions on watchlists, especially for customizing them. I have this on my list to investigate but have not implemented it yet. Fidelity has the ability to create and maintain multiple watchlists on their site. Unfortunately they are not automated, so you have to log in and get them after the markets close for the day/week/month.

It appears you can actually create a custom sequence, so you could create one for each investment account in the sequence to match your Holdings display for each account. And you would need to manually maintain it when securities change. At least this would match the sequence for you.

Since I never do downloads it would really be nice if we could set these up and get an email for each after the market close on a certain schedule.