Intro to Watchlists | Help | Morningstar

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A watchlist is a quick and easy way to compare different securities that you don't already own. It's a straightforward way to keep an eye on holdings you may wish to acquire in the future, and you can monitor them based on the data points that matter most to you.

Topics covered in this video

Create watchlist

Set up a new watchlist in Investor.
Add or delete watchlist securities

Keep your watchlists up to date by adding or removing securities.
Custom views for watchlists

Keep track of the performance and valuation metrics relevant to both your portfolio and investment goals.

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