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Video transcript: How to add securities to your Watchlist Add to ...

Hi. I'm John Heinzl of the Globe and Mail, and today I'm going to show you how to add stocks, funds and other securities to the new Watchlist on Globe Investor. I'm also going to show you how to sort your list so you can customize it just the way you like it.

Adding stocks is really a breeze thanks to the auto-complete feature. You just start entering the stock symbol, or the company name, and the website does a lot of the rest of the work for you.

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Let's look at a few examples.

Okay, so I'll enter BCE, and I want the one that trades on the TSX, so I'll choose that.

Now let's say I want to enter Tim Hortons, but I don't know the symbol. I'll just enter T-I-M, and up comes Tim Hortons.

Now I'll enter a few more stocks. Let's try Emera, Enbridge and Fortis.

Entering exchange-traded funds is also easy. I'll add XIU, which is the iShares TSX 60 ETF.

Now, let's move on to mutual funds. Again, this is where the auto-complete feature really comes in handy. I want to add the TD Monthly Income Fund, so I'll start typing the name and, here it is.

It's also simple to add commodities, indexes and currencies. Let's add oil. I just start typing in the word oil, and the auto-complete feature does the rest. Then I'll add the S&P/TSX composite index. And finally I'll add the Canadian dollar. If you ever want to delete a security from your Watchlist, you just click on this X right here.

Now that you've got your Watchlist set up, you can sort the securities by name, price, today's change or volume. I like to sort by today's price change, so when I'm looking at my stocks, I get the ones that have risen the most, or fallen the least, at the top. It makes it easier to deal with bad days on the market.

If you play around with the Watchlist, you find that adding, deleting and sorting securities couldn't be easier. There are a lot more features to the Watchlist, so be sure to check out the other instructional videos on the website. For Globe Investor, I'm John Heinzl.

Follow on Twitter: @johnheinzl

 

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