Create a watchlist

A watchlist is a preset universe of associated securities that you want to track. Creating watchlists enable you to perform an analysis on a set of your own preset stocks. 

Create a watchlist 

You can create a new Watchlist directly from a list of stocks or a stock chart in any one of your analysts’ reports. To create a Watchlist from a table of stocks, follow these steps: 

  1. Navigate to your desired list of stocks or stock chart 
  2. Select the three dots menu icon for the appropriate widget
  3. Click on Create Watchlist From Securities 
  4. Your watchlist will automatically be created

Tip: Once your watchlist is created, you can reference it in prompts using the Chip Suggestions function

Rename a watchlist

To rename an existing watchlist, follow these steps:

  1. Click on Account at the bottom-left of your screen
  2. Select the Settings menu item
  3. Navigate to the Memory tab
  4. Click on the watchlist you wish to rename
  5. Enter your new name and click Update

View, edit, or remove a watchlist 

To view, edit or remove a watchlist that you previously created, follow these steps: 

  1. Click on Account at the bottom-left of your screen
  2. Select the Settings menu item
  3. Navigate to the Memory tab
  4. Here you can view all your watchlists and add/remove securities
  5. To remove a watchlist from Alfa, click the trash can icon on the right