Create watchlist | Help | Morningstar

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1. Access the Watchlists tab by selecting it from the Tools drop-down menu or in the left navigation.

2. Choose Create Watchlist to create your first watchlist, or to create a new watchlist.

3. To finish making your watchlist, give it a name and click Create Watchlist. Then you’ll be ready to add investment ideas.

Add or delete watchlist securities

Keep your watchlists up to date by adding or removing securities.
Custom views for watchlists

Keep track of the performance and valuation metrics relevant to both your portfolio and investment goals.
Add screened securities from Screener to watchlists

Transfer Screener results to a watchlist.

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