Narrator: Looking to create or add a security to your watchlist?
Screen fades to Schwab Homepage
Narrator: Click Research, and select Watchlist.
Mouse clicks Research and clicks on Watchlist.
Narrator: From here, you'll be able to view, edit, create and delete your watchlists. If you haven't already created a watchlist, this page will display your automatically tracked securities for each of your Schwab brokerage accounts.
Screen displays a sample page of automatically tracked securities.
Narrator: To begin creating a watchlist, click the Manage watchlist dropdown, then select Create Watchlist.
Mouse clicks on Manage watchlist and clicks on Create Watchlist from the dropdown.
Narrator: In the modal, name your watchlist.
The watchlist is named “Watchlist”.
Narrator: Click next, then provide security symbols or names you would like to track.
Mouse clicks on next and inputs securities Apple, Microsoft and Costco.
Narrator: If you are entering the name of a security, a drop-down menu will appear for you to select the associated symbol. You can add up to 300 securities into each watch list. Once you're done adding the security symbols you would like to track, click Create and you're done.
Mouse clicks on Create.
Narrator: Your watchlist page should automatically refresh and display your newly created watchlist. Want additional insights about your tracked securities? Sort through a wide range of detailed views that include: earnings, analyst ratings, valuations and more using the watchlist navigation.
Mouse clicks through the tab views for earnings, analyst ratings, valuations, profitability and gain/loss.
Narrator: Looking to edit one of your watchlists? Choose the custom watchlist you would like to edit from the watchlist dropdown, make your way to Manage watchlists, and select Edit watchlist.
Mouse chooses “Watchlist” from the watchlist dropdown, then clicks on Manage watchlists and selects Edit watchlist.
Narrator: From here, you can now add securities, remove securities or delete your watchlist. For this example, we'll add a security.
Mouse deletes Costco security and adds Coca Cola security.
Narrator: Once you're done making changes click Save to submit your changes.
Mouse clicks on Save.
Video outro plays.
Watchlists can be a helpful tool if you are interested in researching or tracking groups of securities.