Watch Lists & Portfolios

Access your watch lists and portfolios by logging in to your Scottrade® account, hovering over My Account at the top, and choosing Watch Lists & Portfolios from the menu on the left. For information on the Watch Lists table on the home page of your account, please read Edit Watch Lists Display.

Your watch lists page may resemble the following:

Watch lists are lists of stocks or options that you're interested in following. You can create an unlimited number of lists, and they can be descriptively named. Every Scottrade® account has a default watch list named Securities to Watch that cannot be deleted.

Using & Creating Watch Lists

Calculations of Values in the Watch List

Market Value = Quantity x Current Price
Total Cost = (Quantity x Purchased Price) + Commission
Previous Day's Market Value = Quantity x Yesterday's Closing Price
Today's Change = Current Market Value - Previous Day's Market Value
Gain/Loss Value = (Current Market Value - Total Cost)
Gain/Loss % = ((Gain/Loss Value) / Total Cost) x 100

Add a Security to a Watch List

From the Watch List page:

  • Use the menu of watch list names to choose the watch list name to which you want to add a security.
  • Enter the symbol or company name in the adjacent box.
  • Click the Add button.

Tip: As with other parts of Scottrade's website, you can enter either a symbol or a company name and if there's a single match, the security will automatically be added to the watch list.

From the Detailed Quote page (Quotes & Research):

Click the Add to Watch List button. The security will be added to your default watch list. Note: You'll need to have entered a valid symbol or company name on the Detailed Quote page before the Add to Watch List button is displayed.

Create a New Watch List

  • On the Watch List page, click the Create New List link.
  • On the resulting Watch List: Create page, enter a name for the Watch List in the List Name box.
  • Select the Use as default list checkbox to have this watch displayed when first going to the Watch List page.
  • Use the Default View menu to choose the default view for the watch list.
  • Enter the symbol or company name in the box.
  • Click the Add button.

The security will be added in the table below. Repeat the previous two steps for as many securities as you'd like to add. Click the Save List button to permanently save the list.

The Save List button will be disabled until you add at least one security to the new Watch List. You'll now be able to view this list by choosing it on the Watch List menu on the main Watch List page. If you made the list your default Watch List, it should be shown automatically on the Watch List page.

To exit this page without saving the new watch list, click the Cancel button.

Editing Watch Lists

Removing a Security from a Watch List

  • From the Watch List page, click the Edit List link.
  • In the resulting Watch List: Edit page, select the checkbox on the left for the security you want to remove.
  • Click the Delete button.

Permanently Removing a Watch List

  • From the Watch List page, click the Edit List link.
  • In the resulting Watch List: Edit page, click the Delete List button.
  • In the confirmation dialog box that's presented, click the OK button.

Note: The Securities to Watch list cannot be deleted.

Rename a Watch List

  • From the Watch List page, click the Edit List link.
  • In the resulting Watch List: Edit page's List Name box, enter a new name for the list and click the Save List button.

Create a New Watch List (Watch List: Edit Page)

To Create a New Watch List from this page, click the Create New Watch List link.
Any changes made on the Watch List: Edit page will not be saved.

Exit the Watch List: Edit Page without Saving Changes

To exit this page without saving changes, click the Cancel button.

Setting an Alert for a Security in a Watch List

In the Alerts column for the security, click the Set link to be taken to the Manage Alerts page with the security's symbol shown automatically entered.

Modifying Alerts for a Security in a Watch List

In the Alerts column for the security, click on the Manage link to be taken to all existing alerts for that security.

Creating, Modifying, and Deleting Performance Lists

The Performance view feature allows you to create lists of stocks or options that you're interested in following. You can create an unlimited number of lists and they can be descriptively named. Every Scottrade® account has a default Performance list named Securities to Watch that cannot be deleted.

Using Performance Lists

Add a Stock to a Performance List

From the Watch List page:

  • Use the menu of Watch List names to choose the list name to which you want to add a security.
  • Enter the symbol or company name in the adjacent box.
  • Click the Add button.

Tip: As with other parts of Scottrade, you can enter either a symbol or a company name and if there's a single match, the security will automatically be added to the watch list.

From the Detailed Quote Page (Quotes & Research):

Click the Add to Watch List button. The security will be added to your default portfolio list.

Note: You will need to have entered a valid symbol or company name on the Detailed Quote Page before the Add to Portfolio button is displayed.

Create a New Performance List

  • On the Watch List page, click the Create New List button.
  • On the resulting Create Watch List page, enter a name for the watch list in the List Name box.
  • Select the Use as default list checkbox to have this watch displayed when first going to the Watch List page.
  • Enter the symbol or company name in the box.
  • Click the Add button. The security will be added in the table below. Repeat the previous two steps for as many securities as you'd like to add.
  • Click the Save List button to permanently save the list.

You'll now be able to view this list by choosing it on the Watch List menu on the main Watch List page. If you made the list the default watch list, it should be shown automatically on the Watch List page.

To exit this page without saving the new watch list, click the Cancel button.

Editing Performance Lists

Removing a Security from a Performance List

  • From the Watch List page, click the Edit List link.
  • In the resulting Edit Watch List page, select the checkbox on the left for the security you want to remove.
  • Click the Delete button.

Permanently Removing a Performance List

  • From the Watch List page, click the Edit List link.
  • In the resulting Edit Watch List page, click the Delete List button.
  • In the confirmation dialog box that's presented, click the OK button.

Note: The Securities to Watch list cannot be deleted.

Rename a Performance List

  • From the Watch List page, click the Edit List link. 
    In the resulting Edit Watch List page's List Name box, enter a new name for the list and click the Save List button.

Create a New Performance List (Edit Watch List Page)

To create a new Performance list from this page, click the Create New List link. Any changes made on the Edit Watch List page will not be saved.

Exit the Edit Watch List Page Without Saving Changes

To exit this page without saving changes, click the Cancel button.

Setting an Alert for a Security in a Performance List

In the Alerts column for the security, click the Set link to be taken to the Manage Alerts page with the security's symbol shown automatically entered.

Modifying Alerts for a Security in a Performance List

In the Alerts column for the security, click on the Manage link to be taken to all existing alerts for that security.

Watch Lists - Detailed View

There are four views available in the Watch Lists & Portfolios section. You've seen the Basic view and the Performance views above. The following is the Detailed view, which shows more information about each of the stocks on your list.

Watch Lists - Exchange View

The fourth way to view your Watch Lists & Portfolios is the Exchange view, which shows a composite quote and regional quotes from nine different U.S. exchanges for each symbol on your list.