General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Watch Lists

The Watch Lists view displays all user built watch lists.

View Tab

Px watch lists 0.png
  • Double click the view tab to maximize the view full screen. Double click it again to restore.
  • Right mouse click on the view tab to open the view popup menu.
  • Click
Px active symbols 0000.png
  • in the view tab to close the Watch Lists view.
  • Left mouse click the view tab and hold down the mouse button to move the Watch Lists view. Release the mouse button to place it.

View Toolbar

The View Toolbar contains controls and settings specific to the Watch Lists view. Mouse hover over a button to see its tooltip.

New Watch List

  • Click
Px portfolio list 000.png
  • to build a new Watch List. Click here for detailed instructions on building a new watch list.

Delete Watch List(s)

  • Click
Px portfolio list 0000.png
  • to delete a selected watch list. Click here for detailed instructions on deleting a watch list.

Information Displayed

  1. Name – name of the watch list
  2. # Symbols – number of securities in the watch list
  3. # Triggers – number of trigger events in the watch list (must be reset after being tripped in order to catch the next trigger event)
  4. # Tripped – number of trigger events that have already been tripped (manually rerun the watch list to reset tripped trigger events)
  5. Last Run – date corresponding to the last time the watch list was run (click here for instructions on manually running a watch list)
  6. Email Report – indicates when a watch list report will be emailed (e.g. NightlyWeeklyTripped TriggersNever)