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Positions & Watchlists

How do I add or remove columns?
How do I add or remove columns? Go to the Platform Settings Menu We all love a beautiful view, but we all have our preference when we’re viewing the Posit...
How do I filter positions or activity in a specific account?
By default, if no accounts are selected, the platform will display all positions and activity, and displayed with their corresponding color-coded account do...
Creating a Watchlist
Keeping track of stocks shouldn’t be as hard as herding cats. Continue below to learn how to create a watchlist. Desktop Platform Web-browser Platform M...
How do I filter and sort my positions?
Everyone has a different position on how they want to see their positions–see what I did there? Anyways, there are some built-in sorting functions to help y...
Preset Watchlist Descriptions
The platform has built-in watchlists to help you stay engaged in the market. Below is a description of each watchlist that is built-in to the platform. Thes...
How do I filter and sort stocks in the watchlist tab?
Looking for stocks with high implied volatility in a watchlist shouldn’t be a wild goose chase. You can search for or exclude stocks with upcoming earnings,...
Positions and Watchlist Tab Column Glossary
Wondering what all the different columns in the Positions tab mean? Below is a glossary of each column that explains what each one displays. Looking to add ...
Importing a Watchlist
Do you have a large list of symbols that you want to create a watchlist for? You can import a CSV file from your spreadsheet program such as excel or a trad...