Creating and Managing Watchlists
Learn how to create, organize, and get the most out of Prism's watchlist feature
Watchlists are one of the most powerful organization tools in Prism, allowing you to track and monitor stocks, sectors, and market instruments that interest you. This guide will show you how to create effective watchlists, add stocks in various ways, and organize them to enhance your investment research workflow.
Creating a Watchlist
Begin by creating a new watchlist to organize your stocks and market interests.
How to:
- Click the "+ New Watchlist" button in the Watchlists view
- Enter a descriptive name for your watchlist
- Optionally add a description to remind yourself of the watchlist purpose
- Choose a color tag for visual organization (optional)
- Click "Create" to finalize your new watchlist
Illustration for creating a watchlist
Adding Stocks to Watchlists
Multiple ways to populate your watchlists with stocks and other market instruments.
How to:
- Search for stocks directly in the watchlist view and click the "+" button
- Use the "Save" button when viewing any stock detail page
- Add directly from Prism chat when stocks are mentioned
- Add from research results by clicking the bookmark icon
- Import stocks from a CSV file (Pro feature)
Illustration for adding stocks to watchlists
Organizing Watchlists
Keep your watchlists organized and relevant to your investment strategy.
How to:
- Drag and drop to reorder stocks within a watchlist
- Move stocks between watchlists using the context menu
- Create folders to group related watchlists (Pro feature)
- Rename or edit watchlist details as your strategy evolves
- Archive watchlists you no longer need but want to keep for reference
Illustration for organizing watchlists
Recommended Watchlist Types
Sector-based Watchlists
Group stocks by industry sectors (Tech, Healthcare, Energy, etc.)
Strategy-based Watchlists
Organize by investment strategy (Growth, Value, Dividend, etc.)
Time-based Watchlists
Group by investment timeline (Short-term, Long-term, etc.)
Alert-focused Watchlists
Watchlists specifically for price and event monitoring
Pro Tips
- Keep watchlists focused and specific rather than creating one large list
- Use the notes feature to record your investment thesis for each stock
- Regularly audit your watchlists to remove stocks that no longer fit your strategy
- Set up price alerts for key stocks in your watchlists to stay informed