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How to use: Watchlist
Want to know more about our watchlist tool? Below is a list of answers to some FAQs. These are designed to help you get the most out of the Money Watchlist Tool.
Getting started
Viewing your watchlist
Editing your watchlist
Getting started
How do I get started?
It's simple to set up your watchlist manager. Start by putting in a name, and the type of investment you want to keep track of in this watchlist (you can track Australian and NZ shares and Australian managed funds).
Once you've pressed the "create watchlist" button you'll be a shown a screen where you can enter your first investment. Once you've added this you'll be taken to the "view watchlist" page where you can see the details for the first investment and add in more.
What kinds of investment can I put in my watchlist?
At this stage you can track Australian and NZ shares and Australian managed funds. To choose which one you'd like to create a watchlist for, just use the "watchlist type" drop down.
We only track proper Australian shares — not derivatives like options and warrants.
To include preference shares youll need to enter the code the same as with other sites. For example, Coles Myer preference shares would be entered as CMLPA.
To include ASX listed income securities you'll need to enter the code the same as with other sites. For example, the code for National Australia Bank income securities is entered as NABHA.
What information do I need to enter for a basic view of my watchlist?
You just need to enter the code for the company or fund you’re interested in or choose an index from the list given.
This will enable you to view all the basic information on your watchlist.
If you do not know the exchange code or APIR of the company, click "look up code" and type the company's or fund's name in the pop-up window.
How do I enter my second investment?
Once you've entered your first investment press the "add" button. You'll then be taken to the "view watchlist" page. You can add more shares to this watchlist on this page using the "add shares" box.
Viewing your watchlist
How do I create a new watchlist from the view watchlist screen?
Click "create new watchlist" in the left hand navigation. This will take you back into the create watchlist screen. Enter all your transactions and save your new watchlist under a different name.
How do I print my watchlist?
You can print either the "view watchlist" page or the "view all watchlists" page by pressing the print button at the bottom of the page. This formats the data in a printer-friendly way.
How do I export my watchlist?
1. First, press the "export" button.
2. In the export pop-up screen, choose the export link.
3. You'll be asked whether you want to open or save the file. Choose "save".
4. In the file name box, select portmgr.txt or type a new name.
6. If you want, choose a location for the file.
7. Click "save".
8. Start your spreadsheet program, and open the file you saved.
Editing your watchlist
How do I edit my watchlist?
Simply click on "edit watchlist" in the drop down box in the view watchlist screen. This will take you into the edit watchlist page. Add more transactions or edit existing ones. To delete a transaction, check the delete box. Once you have made all the necessary changes, click "submit" and you will return to the view watchlist screen.
How do I delete a transaction in edit watchlist?
Simply press the edit button or go to the edit watchlist link in the left hand navigation.
Once there, check the box or boxes in the delete row column and click "submit". This will then take you through to the view watchlist page.
I have run out of space in edit watchlist to enter new transactions.
When you have run out of room, simply click "add row" in the bottom left of the watchlist grid. Two more blank lines will be added to allow you to enter more transactions.
There is a maximum of 30 transactions per watchlist.
Can I change the name of my watchlist?
Yes, just click on the "edit" button or link and write the new name into the text box — there's a maximum of 25 characters for a name. You can use any letters or numbers, but not characters or punctuation marks like an apostrophe.
Can I change the investment type?
No, but you can create a new watchlist with a different type.
How do I delete an account?
Just press the delete button on the "view watchlist" page. To delete just one transaction you'll need to press the edit button.
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