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How Do I Create a Watchlist via Excel?

You can create a watchlist using Excel using the following steps:

1. Hover over Tools and select Watchlists

Create and Download a Security Watchlist on YCharts - Step 1

 


2. Select + Create New

Create and Download a Security Watchlist on YCharts - Step 2

 

3. Select Security List

Create and Download a Security Watchlist on YCharts - Step 3

 

4. Select Download Watchlist CSV template

Create and Download a Security Watchlist on YCharts - Step 4

 

5. Complete the Excel template with the tickers of the securities on the watchlist and save the template.

Create and Download a Security Watchlist on YCharts - Step 6

 

6. Return to the popup menu and upload the file and select Save

Create and Download a Security Watchlist on YCharts - Step 7