Add note that will show in Watchlist

Optuma Forums Optuma General Discussion Add note that will show in Watchlist

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  • #55039
    AvatarAndy
    • Topics: 22
    • Replies: 23
    • Posts: 45

    Is there a way to add a note to a chart that will show up in a Watchlist? Or is there a column I can add to a watchlist that contains editable text?

    #55041
    MatthewMatthew
    • Topics: 4
    • Replies: 216
    • Posts: 220

    Hi Andy,

    You can use the Journal system to add notes which can be displayed in a Watchlist:

    https://help.optuma.com/kb/faq.php?id=650

    Once you’ve added some text to the Journal add the Notes column to the Watchlist to display the information.

    1 user thanked author for this post.
    #55045
    AvatarAndy
    • Topics: 22
    • Replies: 23
    • Posts: 45

    Matthew – awesome.

    Thanks!

    #55697
    AvatarMark
    • Topics: 1
    • Replies: 1
    • Posts: 2

    Adding custom column to a watchlist via csv file

    I have a list of stocks in a csv file that has two columns. First column is the symbol. Second column is the rating, either hold/sell/buy. Can I group my watchlist based on the rating in the csv file from time to time?

    #55702
    MatthewMatthew
    • Topics: 4
    • Replies: 216
    • Posts: 220

    Hi Mark,

    Auto grouping in a Watchlist requires Professional or Enterprise services.  For the service level you currently have (Trader Services) you can setup groups / headers in a Watchlist, however it’s a manual process.

    Ex1

    Note: Header rows can only be added to Watchlists that aren’t linked to scans / symbol lists, etc.

     

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