Hello and welcome to the Quick Start video for the Watch List tool available on Schwab's StreetSmart Edge platform.
The watch list tool allows you to monitor a wide range of streaming market data (Last Trade, Volume, etc.) about securities of interest to you.
First, let's load the tool by going up to Launch Tools, and then click on Watch list.
Once opened, to create a new Watch List tab, Right-click on the tab at the top of any Watch list and select New Watch List or click the + next to the tabs.
Simply add symbols up in the symbol box that you want to add to your new list, and be sure to name it by double-clicking the title of the new tab or right clicking and hitting "rename x to" so that it is identifiable going forward.
Have separate sectors or strategies in mind but want to keep them in the same tab? Create groups within a given watch list and add or remove items by right clicking on the security or group. You can even move them between groups easily by grabbing the security you wish and dragging it.
You can also separate out strategies by opening separate tabs as well by clicking the plus sign next to the last tab in the tool!
All the information is customizable as well, columns can be moved around and changed in the tab. Or add, remove, and move items in the settings menu as well!
Trades can be started by engaging with the Watch List. Click on the bid to load the All In One trade tool with a sell limit order loaded at that price, Or click on the ask to load a buy limit order with the ask as the limit and change the order to meet your needs. Also, you can right click on any security to load the All in One trade tool, Research, or view news on the stock.
Have you already created watch lists through Schwab.com, or want the lists you create on StreetSmart Edge available on the website as well? Just click on the Sync button, it will turn green, meaning that the watch lists you create on Edge will be visible on Schwab.com and vice a versa.
This concludes this Quick Start Guide for the Watch List Tool on Schwab's StreetSmart Edge platform.
Please check out the Learning Center, and the Online Help Manual, both of which are located under the Help Menu.
Additionally, you can visit the calendar on Schwab.com/live for a schedule of upcoming live platform videos.
Thank you for choosing Charles Schwab and have a great day!
Watchlists can help investors save time when trying to monitor data about securities they're interested in. Learn how to set up and manage your watchlists in StreetSmart Edge®.