Watchlist - Actions & Properties

Author: Optuma Team Last updated: Oct 27, 2021 00:32


For an overview on Watchlists, please click here.

Actions & Properties



Clone Chart: When selected, an exact replica of the existing RRG chart will be created.

Copy CSV values to Clipboard: Selecting this option will copy the rows and column values to the Clipboard which can then be inserted into another application such as Excel.

Cycle Codes: This will instigate the Cycle Row function which will cycle through each row in the Watchlist. This can also be activated by clicking the Cycle button as referenced above under the section Watchlist Buttons.

Deselect All Rows: Selecting this option will automatically deselect each check box next to each row.

Import From CSV: This option will import a symbol list from a CSV file to create the Watchlist.

Open List As: For each row that has been selected in the Watchlist the following can be created: Charts, RRG, Sector Map, another Watchlist, Watchtiles, Relative Comparison chart, Spread chart, Market Intelligence chart and a manual list.

Print Chart: Opens the page in a PDF document, which can then be printed.

Publish Selected Codes: For the rows that have been selected charts can be published as a PDF. If you have Professional services then you can also publish the charts via Word, PowerPoint, Outlook and the Web.

Refresh Fundamental Data: When a live data feed from Bloomberg (requires Professional Services) is available this will update any available fundamental data.

Rescan Linked List: If the Watchlist is linked to a Scan or a Symbol List and you have made changes to the contents of this list and want to make sure that your Watchlist is up to date, you can use this action to refresh the contents of the Watchlist.

Restore Default Settings: Click this action if you have adjusted the default settings of the Watchlist, and wish to return to the standard properties originally installed with Optuma.

Save Settings as Default: If you have adjusted any of the Watchlist properties, you can save the adjustments as your new default setting. Each time you open a new Watchlist it will display using the new settings.

Select All Rows: Selecting this option will automatically select and tick each check box next to each row.

Send To: This option allows the current chart to be saved as either an image file or saved to the clipboard. If you have Professional Services then the additional options of sending the chart via Chat Message, to Word and Outlook are also available. Professional Services also allows you to set up a dynamic link between Optuma and Excel, which you can find more information on here.

Show List Manager: If the Watchlist is linked to a Scan, clicking on this Action will open the Scanning Manager allowing you to make changes to the script used or how the scan is run.

Update Charts: Will update the charts from the Watchlist with the latest available data.



Title: This property can be used to give the Watchlist a title.

Layout: Allows you to create or select a previously created Watchlist Layout. For more information, click here.

Timeframe: By default, a Watchlist will display values for a daily time frame. All scripts, all columns will use daily data when calculating their values (unless the script is using a time frame override). However, you can adjust the time frame for all rows in a Watchlist via the Time Frame property. For more information, click here.

Date Range: This setting allows you to choose how much historical data is used for the Watchlist. By default, the date range is set to Last Year. However, you can also choose one of the following options.

  • Everything
  • Today
  • Yesterday
  • Last Week
  • Last Fortnight
  • Last Month
  • Last Quarter (3 Months)
  • Last Year
  • Last 5 Years
  • Last 10 Years
  • Date Range
  • Selected Date

By default, watchlists will show the values of the latest data available. However, if you wish to see the values as of a certain date (such as the end of the previous week or month) use the Date Range option and select the required Date to Load To from the calendar. The date will appear in the watchlist header, and the column values will then be calculated as of that date:


Force Date Range: When a script is used that requires more data than loaded in the Date Range then this option will force the data to be loaded.

Dynamic Sort: When the Watchlist is using real-time data, you can enable the Dynamic sort option, to ensure any changes that effect the order of the rows are updated automatically. For example, if you have your rows ordered by Net Change %, if the 2nd rows value becomes larger than the 1st rows value, the 2nd row will move into the 1st position.

Highlight Changes: When this option is enabled and the Watchlist is using real-time data, any changes to a field will be highlighted.

Automatically Set Font Size: When enabled the font size will be automatically set to the largest size that can be accommodated by the current column/row configuration.

Font Size: When Automatically Set Font Size is disabled you can adjust this slider bar to change the size of the text font displayed on the Watchlist. Moving the slider to the right will increase the font size, moving the slider to the left will decrease the font size.

Linked to List: When selected the Watchlist can be linked to either a symbol list a scan results.

List to Use: When Linked to List is active, this property allows you to select which list you want to use. Lets you choose from any csv files or scans that you have used as well as allowing you to import a new symbol list.

Master Currency: This property gives you the ability to adjust the price values displayed in the Watchlist columns to a different currency.

Show Members: If linked to an Optuma Symbol List that has historical membership (eg ASX 200, S&P 500) then this optional allows you to show all the members.

Group By: Professional and Enterprise Services clients have the ability to automatically group the Watchlist rows based on the user selected field, e.g. Direction. Please note that some items will require a Bloomberg connection, e.g. GICS.

Wrap Columns: If the number of rows exceeds the vertical screen space this option allows the extra data to appear to the right of the list, rather than below (where space allows).


Multi-Column Sorting: When enabled the Watchlist can be sorted by the values in a selected column. For example, you may want to sort the Watchlist rows by Change % and if the 5 Day SMA > 20 Day EMA.

WL - Column 10

In the above image, the Multi-Column sorting has been selected from the Properties menu. However, it is also possible to hold the Ctrl key down and then left-click on the Column headings that you want to sort the columns by.

WL - Column 11

Sort By: This option appears when “Multi-Column Sorting” is enabled to allow selection of the column to be used to sort the Watchlist on.

Show Summary Row: Adds a row at the top of the Watchlist (or groups if in use) where a summary value can display. Summary values can be set to Sum, Average, Count or Median.

Show Checkboxes: Unticking this option will hide the checkboxes that display on the far left of each row.

Indent Width: Sets how far the Watchlist will be indented from the left-hand border.