You can create up to 6 watch lists to monitor the performance of stocks, options, and mutual funds. Lists can be created, accessed, and edited on our website or by phone through AutoBroker®, our automated touch-tone service.
How to Create a Watch List Online
- Type the name for your watch list in the text field at the top of the page (limit 30 characters).
- Decide whether you want to include the benchmark indexes we provide. To remove an index, uncheck the box in front of the index.
- Enter the symbols or names of the funds and securities you want to track.
- To track options:
- Go back to the My Watch List page.
- Click the Stocks, Bonds, and CDs section from the top menu.
- Enter the underlying ticker symbol in the Name/Symbol lookup box.
- Click Go.
- Click View options for this stock under the I want to... area of the stock profile page.
- Find your option on this page and enter the exact symbol into the Symbol box on your watch list.
- Add the number of contracts you want to track in the Number of Shares column.
- If you're looking for a more personalized view over time, you can enter optional data (number of shares, a purchase price, and a trade date).
- Review your list, then click Save. If a symbol or name is not recognized, the closest matches will display in a window. Highlight the correct match, then click Save.
How to Create a Watch List Through AutoBroker
- Call 1-800-992-8327, press 1 for AutoBroker, and enter your PIN.
- Press 1 for quotes, then 2 for watch lists.
- If you have not created any watch lists, you will be prompted to choose a number between 1 and 6 for your first watch list. You can create up to 6 watch lists.
- Enter the ticker symbols of the securities you want to track. You can enter up to 30 securities per list. The system will tell you when you've reached your limit.
Note: We do not provide data for all securities.
