Custom views for watchlists

Create a Custom View

If you’d rather control the data points and filters shown when you review the investments in your watchlists, you may prefer to create your own custom view. To do so, select the View drop-down menu, then select Create View under the My Views section. Alternatively, you can select the Create View (plus sign) icon next to the View drop-down menu.

After giving your new view a name, you’ll then be presented with a menu that lets you select and deselect data points, as well as arrange columns into the order of your choice.

• The left panel displays data point groups.
• The middle panel shows the data points within each group.

• The right panel displays which data points will be shown in your view, and the order in which they’ll appear. You can drag and drop to arrange the columns according to your preferences.

Empty data points in custom views

When you apply a custom view to the securities in your watchlist, you may see empty data points. This may occur if the criteria you selected in your custom view don't match the types of securities in your watchlist. For instance, if your watchlist contains a mix of stocks and funds, but your custom view pertains only to fund-related data, the stocks in your watchlist will appear with blank fields.