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Organizing your watchlist into different folders allows you to group your watchlist into different categories of your choosing. You can create as many folders as you like. For example Growth, Value and Momentum. To enable watchlist folders, go to your user name in the top right corner, and in the drop-down menu select the ‘Preferences’ item.
In the window, check the box to enable watchlist folders.
All your watchlists show in a ‘Default’ folder. Right-clicking this folder exposes a number of configuration options including rename.
Right-clicking on ‘Watchlists’ and selecting ‘Create Folder’ from the drop-down menu creates a new folder.
Dragging and dropping the watchlists into the different folders is supported, in addition dragging and dropping the folders themselves enables you to rearrange folder order.
Clicking on ‘Watchlists’ in the Navigation panel will display a row for each watchlist and a summary for each of the watchlist folder groupings, as shown below.
The easiest way to combine watchlists is to load one of the watchlists in the Table. Then select all of the tickers by clicking on the first ticker, shift-clicking on the last ticker to select all, and then right clicking on one of the tickers and select ‘Add to Watchlist’ from the ensuing menu. Then pick your destination watchlist.
You can also see all of the stocks in all of your watchlists together in the Table by right-clicking ‘Watchlists’ in the Navigation panel and selecting ‘Show All Stocks’
To rename a watchlist, right-click on the desired watchlist in the watchlists panel and select ‘Rename Watchlist’ from the drop-down menu. You can also click ‘Rename this Watchlist’ in the Watchlist Actions panel to initiate the rename operation.
To copy a watchlist, right-click on the desired watchlist in the watchlists panel and select ‘Copy Watchlist’ from the drop-down menu. You can also click ‘Copy this Watchlist’ in the Watchlist Actions panel to initiate the copy operation.
To delete a watchlist, right-click on the desired watchlist in the watchlists panel and select ‘Delete Watchlist’ from the drop-down menu. You can also click ‘Delete this Watchlist’ in the Watchlist Actions panel to initiate the delete operation. Note that the delete action is permanent.
To export a watchlist, Right-click on the desired watchlist in the Watchlists panel and select ‘Export Watchlist’ from the drop-down menu. You can also click ‘Export as a CSV File’ or ‘Export in Stock Rover Format’ in the Watchlist Actions panel to initiate an export operation.
The export offers an option to download the watchlist to a CSV file, or to a file that is importable into Stock Rover. The export file also displays a readable version of the watchlist, as shown below.
