Organise your research with watchlists
A watchlist is a saved group of stocks. Here is an example of using several lists to separate new ideas, researched candidates and companies you have decided against. Choose names and categories that suit you.
Keep the business decision separate from the price decision. Candidates can contain companies you like even when their shares are too expensive today.
1. Create lists for your research
Sign in and open Manage lists from the side menu. Choose + New list, enter a name and choose Create. Repeat for the lists you want.
On a small screen, swipe the table sideways to read all columns.
| Example name | What goes here |
|---|---|
| Research further | Interesting companies with questions still to answer. This is a useful first home for ideas from system screeners or searches. |
| Candidates | Companies you have researched, like and understand. The price still needs checking before a purchase. |
| Researched, but no thanks | Companies you decided against. Save the reason in the stock note so you do not repeat the same work later. |
| Bought | Companies whose shares you bought. Keep reviewing the business and your reasons for owning it. |
| Sold | Companies whose shares you sold. Keep your reasons so you can learn from the decision. |
These are example names, not built-in stages. A Bought or Sold list does not place trades or record quantities and transactions for you.
2. Add a company from its stock page
- Search for a company, or open one from a system screener. Check the share, exchange and currency.
- Open the bookmark button labelled Add/remove from watchlist on the stock.
- Choose Add beside Research further or another of your lists.
- Check the list shown under On watchlists. You can add the same stock to more than one list.
You can also choose + Create new watchlist in that panel. Create the list, then choose Add beside it to add the stock. Creating a list alone does not add the stock.
System watchlists are shared starting points. Use your own lists to organise your own decisions.
3. Keep the reasoning in the personal note
The list tells you where a company belongs. The personal note on the stock tells you why. Open the note button, write your findings and choose Save.
Example note
Reviewed: 18 October 2026.
Business: sells subscriptions that customers use every day.
Possible advantage: changing supplier may be costly. Check customer retention in the latest report.
Concern: recent growth has slowed.
Next question: temporary weakness or a lasting change?
Decision: Research further. Add source links and the figures you checked.
This is an invented example, not a conclusion about a real company. Keep facts, assumptions and unanswered questions separate. Put research notes on the stock so you can find them again when reviewing another list.
4. Update the lists as you learn
Suppose you finish researching a company and want to keep it as a possible purchase. Open the bookmark panel , add it to Candidates, then choose Remove beside Research further if it no longer belongs there.
Adding to one list does not remove it from another. You decide whether the lists overlap. If you decide against the company, save the reason in its note and use Researched, but no thanks instead.
Open a watchlist from the side menu to browse its stocks. Manage lists lets you rename your own lists and remove entries. Revisit the notes when new results or news change your view.
5. Screen just one of your lists
In the screener, add Watchlist → is one of → Candidates. Only stocks on that list can pass. Add a price-below-fair-value rule to find candidates worth reviewing at today's price.
If you select several lists in the same Watchlist row, a stock can belong to any one of those lists. To exclude a list, add another Watchlist row and choose is not one of. For example, include Candidates and exclude Bought if you only want to consider new holdings.
List membership can change. Run the screener again after updating your lists. Follow the detailed screener example for the exact settings.