Personal Investors

My Watch List—Help

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.

To get you started, we've provided the Dow Jones Industrial Average (DJIA), Nasdaq Composite, and Standard & Poor's 500 benchmark indexes.

What You Can Do Online

  • Create a Watch List. To create a new watch list, click create a new list. You can track up to 30 securities and indexes and add optional information, such as number of shares and trade price to create “what-if” scenarios.
  • Edit Your Watch List. To edit your current list, click Edit this information. You can rename a list; change, update, add, or remove securities, indexes, and optional data; and indicate your default watch list.
  • Get a Detailed Watch List. To see more performance data for this watch list, click view Fund Watch details.
  • Launch a Watch List. To open this watch list in a separate window, click Detach this watch list. The window will remain open as long as your browser is open so you can get quick updates on the funds, securities, and indexes you're tracking.

What You Can Do Through AutoBroker

  • Create a Watch List. To create a new watch list, call 1-800-992-8327, press 1 for AutoBroker, and follow instructions.
  • Hear Your Watch List. From the AutoBroker main menu, press 1 for quotes, then 2 to access your personal watch list, then follow instructions.
  • Edit Your Watch List.From the watch list menu, press 2 to add a security or 3 to delete a security.
Note: We do not provide data for all securities.

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