How do I use watchlists on my US options and futures account?

Creating a watchlist

Head to the 'watchlist' tab on your web trading platform to create a new custom watchlist. Next, click on the plus sign at the top of the window to launch the watchlist creator window. Once in the window, type in your watchlists name at the top and then type in all the symbols you want to add to your watchlist initially. Importing watchlists on the web platform is currently unavailable. However, you can import watchlists in the desktop platform and that watchlist will also appear on the web platform. Then click 'save' to complete.

Adding/removing symbols in a custom watchlist

After choosing a watchlist, you can add symbols by typing them into the 'SYM' search bar and remove symbols by right-clicking on a symbol row.

Filtering and sorting a watchlist

You can filter and sort a watchlist by clicking on the top columns of the watchlist tab and watchlists on the left and right-hand panel. You can sort based on ascending and descending order for each column, also click on the filter icon in the top right to filter based on earnings date, IV Rank, and liquidity rating.

Deleting a watchlist

To delete a watchlist, navigate to the watchlist tab and then click on the rubbish bin icon at the top of the window, next to the symbol search field. You will need to confirm deleting the selected watchlist. Once deleted the watchlist cannot be retrieved, unless previously saved as a file to your device.

Note that you cannot delete or edit the list of curated preset watchlists.

How do I use watchlists on my US options and futures account?

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