Overview

Creating a New Watchlist

To create a new watchlist, click on the blue Create New button located on the upper right hand side of the page.

You will then be prompted to provide a name for your new watchlist. Then select Create Watchlist to create it.

If you have created multiple watchlists, you'll be able to navigate between them using the upper tabs located on the top of the page.

Editing Watchlists

Adding Assets to Watchlists

To add new assets, simply use the search bar located on the top of the page to search for the asset of interest. Then select the asset and it will be added to your watchlist.

Removing Assets from Watchlist

To remove an asset, select the Bulk Edit button to the right of the search bar.

Once selected you will see the prompted check boxes appear to the left of the list of assets. Check each asset you would like to remove.

Right above the assets, the Trash icon will highlight. Click on the icon in order delete.

You can also select the Copy icon in order to copy over assets to another watchlist.

Renaming a Watchlist

To rename a watchlist select the More button.

Then select Rename Watchlist.

You will then be prompted to enter the desired name. Click Save Changes to save.

Removing a Watchlist

To remove a watchlist, select the More button and select the Delete Watchlist option.

You will then be prompted to confirm the deletion. Click Confirm and the watchlist will be removed.