Portfolio Management

Watchlist and Price Alerts

Track stocks on your watchlist with groups, notes, target prices, and automated price alerts.

Managing Your Watchlist

The Watchlist lets you monitor stocks you are interested in without adding them to a portfolio.

Adding Items

Click "Add" and enter a ticker symbol. You can optionally assign it to a group (e.g., "Tech", "Dividends", "Earnings Watch") and add a note explaining why you are watching it.

Groups

Organize watchlist items into custom groups. Click any group tab to filter the view. The "All" tab shows everything.

View Modes

Toggle between Cards view (larger, more detailed) and Table view (compact, spreadsheet-style).

Price Charts

Click any watchlist item to open an interactive price chart showing historical performance with multiple timeframe options.

Market State Indicators

Each item shows its current market state: Regular hours, Pre-Market, After-Hours, or Closed.

Price Alerts

Set automated alerts to be notified when a stock hits your target price or moves by a percentage.

  • Condition — "Above" or "Below" a threshold price, or "% Drop" / "% Rise" for percentage-based alerts
  • Threshold — The target price or percentage that triggers the alert
  • Repeat — Whether the alert should fire once or repeatedly

Alerts are checked against live prices during market hours.

Watchlist Limits by Plan

PlanWatchlist Items
Free10
Pro50
Premium250