Can I save a column layout for my Watchlist?
Instructions
Any time you open a Watchlist or your Portfolio, you're looking at a default "view." To customize columns, you can create Custom Views and modify default views for your Watchlists and Portfolio. Then simply select a view to use a specific column layout.
To modify columns in a view
-
From a Watchlist, click the gear icon
at the top right of the Watchlist to open the column layout for the selected view. -
Modify columns in the view by:
-
Moving Available Columns to Selected Columns using the
sign (expand a section to see columns). -
Removing a column from the Selected Columns using the
sign. -
Reordering columns in the Selected Columns by clicking and holding the three horizontal lines
and dragging the column name up or down. -
Close the Preferences page.
-
-
Close the Preferences page.
To create a Custom View
-
From a Watchlist, click the gear icon
at the top right of the Watchlist to open the column layout for the selected view. -
In the Preferences box click Back to Column Management.
-
Click the Custom Views tab and click Add Custom View at the bottom of the tab. You will see a new entry for "My View."
-
Click the pencil "edit" icon to rename your new Custom View and add columns. Close the Preference window when done; your work is automatically saved.
You can see and select your Custom View using the Views dropdown list within your Watchlists or Portfolio.
