Create, edit, or delete custom list views

While viewing a portfolio or watchlist in your desktop web browser, you can add, change, or remove new views to display the data you choose. Your views can include estimates, fundamentals, portfolio data, and more. Your custom views are saved in your portfolio page so you don't need to recreate them for each list.

Create a custom view

  1. Click My Portfolio.
  2. Click one of your lists.
  3. Click Create New View.
  4. Enter a name in the "View Name" field.
  5. Select the check boxes for the data columns to display.
  6. Under "Reorder Columns," drag and drop the column headings to set their order.
  7. Click Save when you're done.

Edit an existing custom view

  1. Click My Portfolio.
  2. Click one of your lists.
  3. Click the custom view to edit.
  4. Click Edit View.
  5. Select or clear check boxes for the data columns to display or hide.
  6. Under "Reorder Columns," drag and drop the column headings to set their order.
  7. Click Save when you're done.

Delete one of your custom views

  1. Click My Portfolio.
  2. Click one of your lists.
  3. Click the custom view you want to edit.
  4. Click Delete View.
  5. Click Confirm.