🖥️
AutoShares
  • Deploy Apps with AutoShares API
  • User guide
    • Introduction
    • Web Trader
      • Getting Started
      • Platform Layout
      • User Widgets
        • Account Information
        • Account Opening
          • Account Funding
            • ACH Transfers
            • Check Transfers
            • Wire Transfers
        • Chart
        • News
        • Trade Ticket
          • Mutual Funds Trade Ticket
        • Watchlists
        • Orders
        • Positions
        • Market Depth
        • Options
        • Hotkeys
    • Digital Advisor
      • Getting Started
      • Selecting an Investment Model
      • Portfolio Tab
      • Trading Tab
      • Activity Tab
      • Funding Tab
    • WebTrader for iOS
      • Getting Started
      • App Layout
      • Watchlist & Quotes View
        • Trade View
          • Stock Trading
          • Options Trading
      • Positions View
      • Orders View
      • Price Alerts View
      • Account View
      • Apple Watch Extension
    • Web Trader for Android
      • Getting Started
      • App Layout
      • Watchlist & Quote View
        • Trade View
      • Price Alerts
      • Accounts & Settings
    • Knowledge Base
      • Troubleshooting
        • Performance
          • Tips for Enhancing Performance
      • How-To Guides
        • Trading Accounts
          • How to Create a New Trading Account
        • Security
          • How to Enable Two-Factor Authentication
  • REST API
    • Introduction
    • Trading API
      • Overview
      • Authentication
        • Single-Factor Authentication
          • Syntax
        • Two-Factor Authentication
          • Syntax
      • User Registration
        • Get Required Fields
        • Register a User
      • Managing Users
        • Get User's Info
          • Syntax
        • Get User's Trading Settings
        • Get Mobile App Settings
        • Get User's Exchanges
        • Modify User's Settings
        • Update User's Password
      • Trading Accounts
        • Get Account's Balance Info
          • Syntax
        • Get Account's History
          • Syntax
        • List User's Accounts
          • Syntax
      • Password Reset
        • 1. Reset Trader's Password
        • 2. Retrieve the Secret Question
        • 3. Generate a Token For a New Password
        • 4. Update the Password
      • Trading Accounts
        • Open a New Trading Account
      • Account Funding
        • Create an ACH Relationship
        • Get an ACH Relationship
        • Get All ACH Relationships
        • Get the Default ACH Relationship
        • Modify an ACH Relationship
        • Delete an ACH Relationship
        • Approve an ACH Relationship
        • Deposit / Withdraw Funds via ACH
        • Cancel an ACH Transfer
        • Get All Transfers
      • Orders
        • Verify Order Placement
          • Syntax
        • Place Order
          • Syntax
        • Verify Order Replacement
          • Syntax
        • Replace Order
          • Syntax
        • Cancel an Order
          • Syntax
        • Get Order's Info
          • Syntax
        • Get Filtered Orders
          • Syntax
      • Positions
        • Get User's Positions
          • Syntax
        • Get User's Positions in a Security
          • Syntax
        • Get Market Value of all Security Groups
      • Securities
        • Get Equity Info by Internal ID
          • Syntax
        • Get Equity Info by Ticker
          • Syntax
        • Get Equity Info by Mask
          • Syntax
        • Get Filtered Equities
          • Syntax
        • Get Option Info by Internal ID
          • Syntax
        • Get Option Info by Ticker
          • Syntax
        • Get Options Expiration Dates
          • Syntax
        • Get an Option Chain
        • Get Filtered Options
          • Syntax
      • Watchlists
        • Add Security to Watchlist by ID
          • Syntax
        • Add Security to Watchlist by Ticker
          • Syntax
        • Create New Watchlist
          • Syntax
        • Delete Watchlist
          • Syntax
        • Get Specific Watchlist
          • Syntax
        • Get User's Watchlists
          • Syntax
        • Remove Security From Watchlist by ID
          • Syntax
        • Remove Security from Watchlist by Ticker
          • Syntax
        • Rename Watchlist
          • Syntax
      • Price Alerts
        • Create Price Alert
          • Syntax
        • Delete Price Alert
          • Syntax
        • Get Specific Alert
          • Syntax
        • Get User's Price Alerts
          • Syntax
        • Modify Price Alert
          • Syntax
      • Historical Data
        • Get Comparison Chart Data
          • Syntax
        • Get Candles and Indicators for a Security
          • Syntax
        • Get Chart Data in the Excel Format
          • Syntax
      • News
        • Get News for a Security
        • Get Corporate Actions for a Security
      • User Feedback
        • Submit Feedback
          • Syntax
      • Managing Transactions
        • Get Transactions
          • Syntax
      • Streaming Data
        • Quotes
        • Orders
        • Positions
        • Watchlists
        • Account Balances
      • Code Samples
        • Basic Authentication
        • Two-Factor Autentication
        • Placing New Orders
        • Get User Information
        • List User Positions
        • Get Trading Data for Charts
      • Terms and Definitions
        • Part I
        • Part II
        • Part III
Powered by GitBook
On this page
  • Exploring the Watchlists Widget
  • Importing Watchlists From CSV Files
  1. User guide
  2. Web Trader
  3. User Widgets

Watchlists

PreviousMutual Funds Trade TicketNextOrders

Last updated 4 years ago

Exploring the Watchlists Widget

Web Trader's watchlist is designed to be sortable and filterable to help traders make decisions quicker (this is especially important when trading options as it helps determine the entry strategy). You can create your own watch list based on which groupings of stocks you would like to see in one view (available in demo mode). The screenshots below show the steps of creating your own watch list (ex: FANG watchlist).

You can link the News widget with your watchlist or vice versa. Every watch list created can be linked with its News widget. You can create different watchlist and link each to a different News widget. You can also customize the information and the layout and of the watchlist you create, through the settings, as it shows in the post below.

Importing Watchlists From CSV Files

In addition to manually creating new watchlists, Autoshares Trader also enables traders to import watchlists from CSV Files. This can be done by clicking Load from file.

This will bring up the watchlist import window where you must:

  1. Specify the name of the target watchlist.

  2. Select a local CSV file containing the list of ticker symbols of companies that you would like to add to the new watchlist.

  3. Specify the name or number of the column in the CSV file that contains the ticker symbols. For instance, here's a sample CSV File containing four ticker symbols:

Click Load.

Shortly after, the new watchlist will be added to your Watchlist widget: