Mass Update to Watch List

rdc25
rdc25 Quicken Windows Subscription Member ✭✭
edited October 2023 in Investing (Windows)

I have multiple securities managed in one brokerage account. Is there a way do a mass add of all securities in this account to my watch list other than selected them individually?

Answers

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    No there is not.

    I would be inclined to get the account securities listed in one view and have the Security list Ctrl-y adjacent. Then I’d work down the security list checking the watch list boxes as needed.

  • rdc25
    rdc25 Quicken Windows Subscription Member ✭✭

    Thanks for the suggestion. Your workflow idea did make it a little easier.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Is it really necessary to create a Watch List for the securities you already own?
    In the Investing tab's Portfolio View you see everything you currently own, with current prices, etc.
    Set up the Portfolio view to include all (or only selected investment accounts), select to "Group by: Accounts" and sort the view by Security Name (click on the Name column title to sort)

    Including "Watch List" as a pseudo-account in the above Portfolio View only duplicates what you're already seeing.
    Personally, I would use a Watch List only for securities I don't own and am interested in following.

  • rdc25
    rdc25 Quicken Windows Subscription Member ✭✭

    Thanks for the input. This sort of works for me as I can easily just maintain in one spot and feeds into other software's. During the day, I get flashes on desktop on how the list is doing without having to sign into Q. Just playing around with different options and experimenting.

    Your use of watch list is really accurate and good. I just use the same approach in my brokerage account sw.

    thanks again for your comment.

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