Create And Manage Your Stock Watchlists

Creating a watchlist can allow you to track companies and stocks that you find interesting. You can check them every morning and get a quick glimpse of how things have changed.

You can also save a price target for your stocks and quickly see when the stock price nears your target. It's the best way to stay disciplined. AAII has a great article on the process and benefits of setting price targets.

In this article

Start a New Watchlist

Click the + New Watchlist option in the watchlist dropdown to start a new watchlist.

Create Your Own Watchlist

Add Stocks to Your Watchlist

It's easy to add stocks to your new watchlist. You can Search and Add stocks, "Fork," an idea, or Bulk Add Stock Symbols.

Method #1: Fork an Idea

Forking an idea will create a new watchlist based on the stocks currently listed in the idea. maintains an ever-expanding list of ideas that you can use kickstart your list. These ideas include everything from holdings of famous investors like Warren Buffett to popular investment themes like "Breakthrough Biotechs."

Fork An Idea To A Watchlist

Method #2: Create Your Own

You can also start with an empty watchlist and add stocks by searching for them. First, you need to name your new list by clicking the + New Watchlist button I mentioned earlier.

Clicking the + New Watchlist button will bring up a pop-up that has the "Create a custom watchlist" button depicted below.

Name Your Watchlist

You can then search for the stocks you would like to add and click Save Changes to see your list:

Search And Add Stocks To Your Watchlist

Method #3: Bulk Import Tickers to Your Watchlist

Once you've started a watchlist, if you know the stock tickers you want to add, use the bulk import utility to speed up the process:


You simply type in the stock tickers or copy / paste them from a CSV or Excel file. Just separate the tickers using space, commas, or newlines.

We'll search for the tickers you enter in our database and return the matches. Click Add to Watchlist in the next step to complete the import process.

Your watchlist should look similar to the one below:


Create and Edit Views

Once you've created a watchlist, you will see several "Views" that highlight key data on your stocks. You can customize these views as you see fit.

Start a New View

To start a new view and add the metrics you want to review, click the + New View button:

watchlist new view

Add Columns

To edit the columns in a view, click the big green (+) button:

watchlist edit column

Set The Period or Date

Once you've added a column to your view, you can also specify the period for the data points shown in the column for most metrics supported on Finbox.

Watchlist Views

Periods allow you to select the reporting interval and calendar date of data you'd like to see. You can search for the period types supported for a metric using the period types listed in Column F in the metrics listing spreadsheet. The column still defaults to the latest default period when no period is provided.

The following table summarizes supported period formats:

FinQL Periods

For example, revenue is reported quarterly and annually, as determined by a company's fiscal calendar. The last ten years of annual revenue figures are represented by the periods FY-9 to FY. Similarly, the previous 8 quarters of reported quarterly revenue is represented by periods FQ-7 to FQ.

A metric like stock price ( "asset_price_close_adj") has data available with a daily frequency. To retrieve the stock price 30 days ago, you specify the period as "D-30". You can also use a specific date like "2020-03-31" for the period.

Remove Columns

To remove columns in a view, click the big green (+) button. Once the pop-up opens, you can hover over the metric and remove the column using the Trash icon.

watchlist edit column

Reorder Columns

To reorder the columns in a view, click the big green (+) button. Once the pop-up opens, you can drag the metrics to arrange them as you want:

watchlist edit column

Reorder Views

You can reorder the position of any view by using the drag handle that will become visible on hover:

reorder view

Filter List Based On Column Values

You can use the input under column titles to filter rows by values in the column. For instance, entering "> 10" will filter the table so that only rows with values greater than 10 are displayed:
083614d4ec4ccccf06e5285efbd32c63.pngFor text and boolean (True / False) columns like Sector, we support all of the filters above:
- You can enter a search string. E.g. "Information"
- The "!" operator for negative matches. E.g. "! Information"

For  numeric columns like Revenue, we support the following operators:
- The "=" operator for values equal to a number. E.g. "= 10"
- The ">=" operator for greater than or equal to a number. E.g. ">= 10"
- The "<=" operator for less than or equal to a number. E.g. "<= 10"
- The ">" operator for greater than a number. E.g. "> 10"
- The "<" operator for less than a number. E.g. "< 10"

For  date columns like Period End Date, we support all of the filters above:
- The "=" operator for values equal to date. E.g. "= 2020-03-31"
- The ">=" operator for greater than or equal to date. E.g. ">= 2020-03-31"
- The "<=" operator for less than or equal to date. E.g. "<= 2020-03-31"
- The ">" operator for greater than date. E.g. "> 2020-03-31"
- The "<" operator for less than date. E.g. "< 2020-03-31"

Export Data To A Spreadsheet

Sometimes it useful to export your Watchlist view to a spreadsheet. You can export your data easily in the format of your choice:

Export View

Save and Update a Price Targets

The last order of business is saving price targets for your watched companies. Click the Set button in the Price Target column and it'll bring up the Price Target widget. Enter your price target in the widget:

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