Creating a Watch List

[ValueMan2014]

Searching through old posts I see the watch list is on the list of enhancements....

however has anyone figured out an easy way to create/track a watch list in the current version of FM? This would be a huge benefit and time saver to not have to go to another application/website to access a watch list?

[Mark]

Hi ValueMan2014,

You can have a watch list now. I suspect the other posts were maybe talking about additional features for a watch list, but you can definitely have a watch list now in FM. It is best if you put this outside your "owned" investments. For example, set up a sub-portfolio hierarchy something like this:

Code: Select all

- Master Portfolio
  - My Watch List 1
  - My Watch List 2
  - My Accounts
    - Acct 1
    - Acct 2

That way you can easily report on your owned accounts, and also on any watch lists you want, without necessarily combining them together.