Monitoring & Tracking

Please Note: Option symbols will be converted to a new system after market close on Jan. 22, 2010. To keep your watch lists up to date, you will need to convert any option symbols to the new format used by Scottrade. For more information, visit the Option Symbols page of the Knowledge Center.

Access your watch lists and portfolios by logging into your Scottrade account, clicking the My Account tab at the top, and choose Watch Lists & Portfolios from the menu on the left.

Your watch lists page may resemble the following:

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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 Web site, 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 section):

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 for List 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 check box 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 Portfolio Lists

The Portfolio 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 Portfolio list named "Securities to Watch" that cannot be deleted.

View Graphic

View Graphic