We reimagined watchlists with the features we wanted. Some of the of key feature are:
- Ability to see the performance of the stocks in the watchlist compared with the the watchlist overall and the benchmark
- Chart watchlist performance vs all the stocks
- Ability to add quick opinions & notes to the stocks in the list
- Ability to add notes when stocks are added/removed and general notes
Below are sample pages for a watchlist for solar stocks.
This is the default view when you click on a watchlist, the "Ticker"->"Main" view.
This view has these interesting columns:
- A Ticker/Name column that includes hover buttons that popup a 3M and 1Y chart
- Your latest opinion on the stock and a freshness indicator (see the opinions article for more)
- The latest real time price and change % (provided for free by IEX exchange)
- How long the stock has been in the list and it's return since
- The number of shares being held in any account
- The number of transaction you've executed so you can quickly tell if you ever traded the stock
- A free-form comment you can use for any purpose (in the image it's used as a crude ranking system made with '*')
This view you has return columns which give a quick way to see which stocks are outperforming the average and/or benchmark.
When you sort by the 1 Month performance you will see that everything is sorted including the average performance of the watchlist and the benchmark so you can quickly eyeball which stocks are outperforming and which are not.
The Performance Tab shows you performance charts (not to be confused with Tickers->Performance) which has some unique features.
The figure above shows the 1 year performance of all the stocks in the watchlist and the combined performance in red (all performances include dividends). You can quickly identify the best performance by hovering on the best line which pops up the name of the series (in this case ENPH)
Lastly, the option to show the notes is selected which displays a bubble icon for Notes you entered for each stock. To learn more about our Notes feature click here.
The above features are representative of the kind of problems we tried to fix. We hope you agree and let us know of other ways to improve them.