Do you have a question on how to get more out of your Watchlist? As we prepare to retire our old-style Stocklist and Fundlist tools at the end of this week, we are welcoming many new Watchlist users and would like to help you get comfortable with Watchlist.
Software developer Jonathan Tracy took your questions. You can read a transcript below.
10:57 Sonali Verma - Good morning! I'm Sonali Verma, Report on Business digital editor. Thanks for joining us. We'll be starting our discussion shortly.
11:00 Sonali Verma - If there's anything you'd like to know about Watchlist, this is a good place to be. Jonathan Tracey, our software developer who oversees Watchlist, will be here to help answer your questions.
11:02 [Comment From David Martin]
During the last update session you asked me to send you an email as I was being challenged by converting to watchlist. But before I finished sending the email the Live session stopped and killed my typing to you. Please send a request to me again please
11:02 Sonali Verma - Hi, David. Have you tried emailing firstname.lastname@example.org? That is the best source of help.
11:03 [Comment From Guest]
Can you create a chart for "My Shares" to cover a specified period?
11:04 Sonali Verma - Hi there. You can see three different time periods for charts if you use the Overview view on your Watchlist. That's the five-day, one-day and 52-week range.
11:04 [Comment From Mahinder Lal]
In the Fund List, one could include ETFs and see ETF profile like a mutual fund. Now in Watchlist, ETFs can only be included as Stocks and one can not access Mutual Fund profile to include Standard Deviation, volatility etc.
11:06 Sonali Verma - Hi, Mahinder. You can still access the fund profile by clicking on the fund name -- it will give you the standard deviation, volatility, and other details.
11:06 [Comment From Rob]
In 'Build Your Own' View, when I hit customize, I can't drag and drop to reorder coloums...I already have customized coloumns as I did this successfully before.
11:07 Sonali Verma - Which browser are you using, Rob?
11:07 [Comment From Rob]
Internet Explorer 8
11:08 Sonali Verma - Sounds like something we'll have to look into. Thanks for telling us.
11:08 [Comment From Guest]
Re: charts for "My Shares". Thanks I'll try that. Dan
11:08 [Comment From Chuck Pusateri]
Will Portfolio Holdings also need to be re-done?
11:09 Sonali Verma - No, it will still live on. Only Stocklist and Fundlist are being retired.
11:09 [Comment From David Martin]
I still do not see where you have designed in the ability to chart two mutual funds from Watchlist. When on Watchlist if you click on the fund, the profile page has a chart option. It takes one back to FundList Graphing section and one can add another fund from my FUNDLIST. Have you actually got the graphing section ready in WatchList or NOT ?
11:09 Sonali Verma - Thanks, David. That's a feature that will be coming in the future.
11:10 [Comment From Guest]
what are the privacy standards with ones portfolio listings on Wathlist ?
11:11 Sonali Verma - We don't share any of our user information with any other organisation. Privacy is really important to us as well.
11:11 [Comment From Ben]
On the old system, I can see 10 years of performance for a few different portfolios of mine. How can I keep that valuable history into the new system?
11:12 Sonali Verma - Hi, Ben. Portfolio Holdings, or the My Portfolio tool, will still be available, even after Stocklist and Fundlist are gone at the end of this week.
11:13 [Comment From John W]
Can I enter a price and date and then watch the stock's performance over a period of time
11:13 Sonali Verma - Hello, John. You'll need to use the portfolio tool for that:
11:14 [Comment From Guest]
Why does it no longer work to change the 'view' ?
11:14 [Comment From Guest]
Why does it no longer work to sort by some metric by clicking the column heading?
11:14 Sonali Verma - Which browser are you using? Do you have Java script enabled? (I ask because it's working for me on my IE.)
11:15 [Comment From Jo]
How do I get the trading volumes column to show up on Watchlist?
11:16 Sonali Verma - Go to the Build Your Own view for Stocks. Click Customize. Then drag and drop the Volume column into the place you want to see it.
11:16 [Comment From Guest]
Why don't the metrics available for indexes include all the %returns for the different time periods? That is what indexes are used for.