Track your investments or watch ones you're interested in. Stay informed about stocks, funds, and securities. Learn how to create lists and custom list views, add holdings information, and download list data.
Create lists to track quotes
Find a company or fund or equity you want to keep an eye on? With portfolio lists you can watch securities that you own and ones you want to monitor. Learn how to create lists.
Add your equity holdings
Track your investments by adding your holdings information. Learn how to add, remove, or edit holdings.
Add cash or private equity holdings
Track cash or private equity holdings in a portfolio list. You can even customize the cash and equity symbols. Learn how to add cash or private equities.
Create custom views to personalize your market watching
For each list, you can create custom views. Choose from data categories like basic price data, key stats, and technical indicators. Learn how to create, edit, and delete list views.
Save list data and work with it offline
Download list information to save or to work with in a spreadsheet. Learn how to export list data.
Delete a list
Get rid of lists you don't need anymore by deleting them. Learn how to delete a list.