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This topic has been viewed 228 times and has 5 replies
yuvaltaylor
You can now add stocks to a strategy or watchlist from a screen

You might have noticed that when you run a screen we have two new buttons--WATCH and BUY. Click on either one and you can easily add the contents of your screen to a watchlist or a strategy, and even trade them live without going to your account.

This makes discovering, tracking, and trading interesting stocks and ETFs easier than ever.

Please let me know if you have any questions about this versatile new tool.

Yuval Taylor
Product Manager, Portfolio123
invest(igations)
Any opinions or recommendations in this message are not opinions or recommendations of Portfolio123 Securities LLC.

Jan 10, 2020 10:50:15 AM       
RTNL
Re: You can now add stocks to a strategy or watchlist from a screen

At first glance, I love it!

Jan 10, 2020 2:27:12 PM       
SpacemanJones
Re: You can now add stocks to a strategy or watchlist from a screen

I'm going to try to use the watchlists more. I set a few up, but tend to use yahoo, freestockcharts.com, and Fidelity's watchlists so much that I forget to check these. Some of the views setup look helpful if I incorporate in my process more.

Jan 10, 2020 7:48:53 PM       
RTNL
Re: You can now add stocks to a strategy or watchlist from a screen

You might have noticed that when you run a screen we have two new buttons--WATCH and BUY. Click on either one and you can easily add the contents of your screen to a watchlist or a strategy, and even trade them live without going to your account.

This makes discovering, tracking, and trading interesting stocks and ETFs easier than ever.

Please let me know if you have any questions about this versatile new tool.


Yuval - i love the watchlist. However, we seem to have lost the ability to now download the tickers. may be I am doing something wrong. Can you please check? I am using this functionality in Universe as opposed to screening

Jan 14, 2020 8:04:05 AM       
pdemartino
Re: You can now add stocks to a strategy or watchlist from a screen

The universe output lost the buttons to navigate and download when we added the Watch and Buy buttons. This is in the process of being corrected.

In the meantime, you can work around it by creating a new screen, going to Settings, changing the universe to the one that you were working on, and using the output there.

Jan 14, 2020 3:52:39 PM       
judgetrade
Re: You can now add stocks to a strategy or watchlist from a screen

cool!

Jan 14, 2020 4:39:18 PM