# Watchlist

### **This section contains:** <a href="#this-section-contains" id="this-section-contains"></a>

1. [How to go to the All Watchlist page.](#id-1.-how-to-go-to-the-all-watchlist-page)
2. [How to Create a Watchlist.](#id-2.-how-to-create-a-watchlist)
3. [How to Add Symbol to Watchlist](#id-3.-how-to-add-symbol-to-watchlist)
4. [Buy/Sell a Security without adding to the Watchlist](#id-4.-how-to-buy-sell-a-security-without-adding-to-a-watchlist)
5. [How to use color tags in a watchlist ?](#id-5.-using-color-tags-in-watchlist)
6. [How to Sort Watchlist.](#id-6.-how-to-sort-watchlist)
7. [How to Rearrange the Watchlist.](#id-7.-how-to-rearrange-the-watchlist)
8. [How to Delete a Watchlist.](#id-8.-how-to-delete-the-watchlist)
9. [How to Edit/Change Watchlist name.](#id-9.-how-to-edit-change-watchlist-name)
10. [Swipe Right](#id-10.-swipe-right)
11. [How to Delete Symbol from Watchlist.](#id-10.-how-to-delete-symbols-from-watchlist)
12. [Heatmap](#id-11.-heat-map)
13. [Index Watch Panel](#id-12.-index-watch-panel)
14. [Watchlist Settings](#id-13.-watchlist-settings)
15. [Compact View](#id-14.-compact-view)
16. [How to add notes in your watchlist ?](#id-15.-notes)

A **Watchlist** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FHOEAZ5JTuh70rVBwhrcj%2Fwatchlist%20.png?alt=media&#x26;token=c763064b-22bd-4991-b85f-be83ae096ab9" alt="" data-size="line">  is a useful tool for investors because it allows them to easily monitor the performance of specific securities in real-time. By creating a Watchlist, you can see **Live Prices** and **Changes in Price** for the securities you are interested in, which can help you make more informed investment decisions.

The **FLIP App** offers two types of watchlists: **"My Watchlist"** and **"Preset Watchlist”**

The **"My Watchlist"** tab displays a list of all the watchlists that you have *Created* or *Saved*. You can *create* a maximum of **25 Watchlists**, and each watchlist can contain up to "**50 securities"**.

The **"Preset Watchlist"** tab displays a selection of watchlists created by the platform. These Preset watchlists include a variety of *Indices* and *lists of Securities* forming part of these Indices. You can choose up to **"10 Watchlists"** from the available selection of 15 at any given time.

### 1. How to go to the All Watchlist page <a href="#id-1.-how-to-go-to-the-all-watchlist-page" id="id-1.-how-to-go-to-the-all-watchlist-page"></a>

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FdnqDqUVKKBr9P8PnqTvu%2Fall%20watch.gif?alt=media&#x26;token=0711653d-53c6-473e-81d2-2b07433d4df1" alt="" width="360"><figcaption></figcaption></figure>

* Find the "**Watchlist" Icon** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FHOEAZ5JTuh70rVBwhrcj%2Fwatchlist%20.png?alt=media&#x26;token=c763064b-22bd-4991-b85f-be83ae096ab9" alt="" data-size="line">  at the bottom of the tab.
* Click on the "**Watchlist" Icon** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FHOEAZ5JTuh70rVBwhrcj%2Fwatchlist%20.png?alt=media&#x26;token=c763064b-22bd-4991-b85f-be83ae096ab9" alt="" data-size="line">  to open the last **Watchlist** you have accessed or the default Watchlist provided by the Platform.
* Once you are on the **"Watchlist"** page, look for the **Watchlist Name** on the top left-hand side of the tab.
* Click on the **Watchlist Name/Arrow** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FHOEAZ5JTuh70rVBwhrcj%2Fwatchlist%20.png?alt=media&#x26;token=c763064b-22bd-4991-b85f-be83ae096ab9" alt="" data-size="line">  to open the **"All Watchlist"** page.
* The Watchlist page contains two tabs: **"My Watchlist"** and **"Preset Watchlist".**
* You can click/ swipe between **"My Watchlist"** and **"Preset Watchlist"** to select it.
* By default, the **"My Watchlist"** tab will be open.
* **"My Watchlist"** tab shows a list of all the **Watchlists** that you have *created* or *saved*.
* The **"Preset Watchlist"** tab shows a list of *Predefined Watchlists* created by the platform for you.
* To open a specific **Watchlist**, tap on its *Name* in the list. This will take you to the selected **Watchlist,** where you can view the symbols that you are tracking.
* The selected **Watchlist** will have a "**Yellow Tick".**
* If you want to switch to a different **Watchlist**, go back to the **"All Watchlist"** page by clicking on the **Watchlist Name.**
* From there, select the desired **Watchlist** from the list.

### 2. How to Create a Watchlist <a href="#id-2.-how-to-create-a-watchlist" id="id-2.-how-to-create-a-watchlist"></a>

You can *create* and *customize* your own **Watchlist** to suit your investment style.

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FfXaiEJfRJ7ZO7bcsNEdP%2FHow%20to%20open%20watchlist%20-%20new%20corrected.gif?alt=media&#x26;token=b798ad2d-6be8-492a-a84c-1229eaf1a577" alt="" width="294"><figcaption></figcaption></figure>

* Go to the main **Watchlist"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FHOEAZ5JTuh70rVBwhrcj%2Fwatchlist%20.png?alt=media&#x26;token=c763064b-22bd-4991-b85f-be83ae096ab9" alt="" data-size="line"> **page**.
* Click on the name of the current "**Watchlist"** to access **“My Watchlist”** tab.
* Under **My Watchlist**, click on the "**Create" Button.**
* Set a Name for the **Watchlist** (*maximum 20 characters*).
* To discontinue the process, click on the "**Cancel" Button.**
* Click on the "**Create" Button** and the new Watchlist will be created.
* A pop up will appear confirming the changes.
* Click on the "**View Watchlist" Button** to open the new **Watchlist** and start adding securities to it.
* Click on the "**Done" Button** to go back to **“My Watchlist”** tab.

**Please Note:** You can create up to "*25 Watchlists"* and add up to "*50 Symbol"* to each one.

### 3. How to Add Symbol to Watchlist <a href="#id-3.-how-to-add-symbol-to-watchlist" id="id-3.-how-to-add-symbol-to-watchlist"></a>

To *add* desired *Symbols* to the **Watchlist,** follow these steps.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FmRhe5N5dTMhLSyG9erIF%2Fadd%20symbol.gif?alt=media&#x26;token=ede417b6-3e71-4776-b1ff-d5a9c06f4af7" alt="" width="294"><figcaption></figcaption></figure></div>

* Open the desired "**Watchlist"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FHOEAZ5JTuh70rVBwhrcj%2Fwatchlist%20.png?alt=media&#x26;token=c763064b-22bd-4991-b85f-be83ae096ab9" alt="" data-size="line">  to add the security.
* Click on the **"Search & Add bar"** :mag\_right:.&#x20;
* You will be redirected to Search page, and **All Market Types** will be displayed.
* Choose the **"Market Type"** and type at least *two characters* of the **Symbol Name** or **Security Name.**
* A list of **Symbols** will be displayed.
* Tap on the "**Add" Icon** :heavy\_plus\_sign: on the right-hand side of the symbol to add it to the **Watchlist.** (You can add multiple Securities at a time to the watchlist by selecting the desired ones)
* The "**Add" Icon** will change to a "**Tick Mark"** and **"Added"** ![](https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F4m91xiohR0hcfnxngSxq%2Fadded.png?alt=media\&token=4b8cbe09-fc7c-403d-a4a2-6a2dd8b83c5e) will appear next to the Tick.
* **"Added" &** "**Tick Mark"** ![](https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F4m91xiohR0hcfnxngSxq%2Fadded.png?alt=media\&token=4b8cbe09-fc7c-403d-a4a2-6a2dd8b83c5e) indicates that the symbol has been added to the **Watchlist**.

**Please Note:** Maximum "*50 Symbols"* can be added to a Watchlist.

### 4. How to Buy/ Sell a Security without adding to a Watchlist <a href="#id-4.-how-to-buy-sell-a-security-without-adding-to-a-watchlist" id="id-4.-how-to-buy-sell-a-security-without-adding-to-a-watchlist"></a>

You can *Buy/Sell* a Security from the search page without adding it to a **Watchlist**. To do so follow these steps:

* Go to **"Watchlist"** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FHOEAZ5JTuh70rVBwhrcj%2Fwatchlist%20.png?alt=media&#x26;token=c763064b-22bd-4991-b85f-be83ae096ab9" alt="" data-size="line"> **.**
* Tap on the **"Search & Add bar"** :mag\_right: on the top.
* You will be redirected to the **"Search" page**.
* Here, type the name of the desired symbol you wish to **"Buy/Sell".**
* The **Symbol** will be displayed.
* Then, click on the name of the **Symbol** and a pop-up will appear towards the bottom of the page.
* You can see the **"Symbol Name", "Exchange", "Last Traded Price", the "Day's Change", "Percentage change"** along with the **"Buy"** and **"Sell" buttons.**
* To initiate a trade click on the **"Buy"** or **"Sell"** button.
* You will be redirected to the **Order Window** and you can **Place** the order as desired.

### 5. Using Color Tags in Watchlist <a href="#id-5.-using-color-tags-in-watchlist" id="id-5.-using-color-tags-in-watchlist"></a>

Colour Tags help you quickly organize and track stocks across all your watchlists. You can assign one of **seven colours** to any stock, giving each colour a meaning based on your trading style.

For example:

* **Green** – Stocks you plan to **buy**
* **Red** – Stocks you plan to **sell**
* Other colours – Define your own categories (e.g., “Long-Term Hold,” “High Risk,” “Track Later”)

Once tagged, you don’t need to search through individual watchlists. Simply open the **Colour Watchlist** (e.g., Green or Red) to instantly see all stocks with that tag across every watchlist you maintain.

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FuvZsND3pNGKAuCOG17np%2Fimage.png?alt=media&#x26;token=ef37022d-07d6-4756-bc9f-5d8d6de677ac" alt=""><figcaption></figcaption></figure>

**Why use Colour Tags?**

* **Save Time** – View all tagged stocks in one place
* **Stay Organised** – Separate buy, sell, or hold ideas visually
* **Flexible** – Customize each colour to match your personal strategy

#### How to Add a Colour Tag to a Stock ? <a href="#how-to-add-a-colour-tag-to-a-stock" id="how-to-add-a-colour-tag-to-a-stock"></a>

Follow these steps to assign a Colour Tag:

1. **Open the Stock Overview Page**
   * From your watchlist, tap on the stock you want to tag. This opens the stock’s overview page.
2. **Locate the Colour Tag Icon**

   * On the **top right corner** of the page, you will see a small icon.
   * By default, no colour is assigned (icon will appear **grey**).

   <div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FzrJF80tHGkKCZZPTKf1q%2Fimage.png?alt=media&#x26;token=3a08f00e-559b-47ae-8fc4-6e415645a2d7" alt="" width="324"><figcaption></figcaption></figure></div>
3. **Select a Colour Tag**

   * Tap the grey icon.
   * A **bottom sheet** will appear showing **7 colour options**.
   * Tap on your preferred colour.

   <div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FPHv07Ti5qZXwC0SUQCgS%2Fimage.png?alt=media&#x26;token=58d8de4a-1965-4677-a932-9cbeaf138e28" alt="" width="324"><figcaption></figcaption></figure></div>
4. **Confirmation of Selection**
   * Once you select a colour, the bottom sheet will automatically close.
   * The chosen colour will now appear on the icon at the **top of the overview page**.
5. **View in Watchlist**

   * Go back to your watchlist.
   * The selected colour will now be displayed **below the stock name**, making it easy to identify.

   <div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FIhMIUnITsoGXVDNtt90n%2Fimage.png?alt=media&#x26;token=389aca4e-d0b0-4d2c-9a50-f0aca44fb140" alt="" width="351"><figcaption></figcaption></figure></div>

#### How to Remove a Colour Tag ? <a href="#how-to-remove-a-colour-tag" id="how-to-remove-a-colour-tag"></a>

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FsexCwtcjpZEwTSJ1jzyc%2Fimage.png?alt=media&#x26;token=ecfdf4af-1acc-44f0-a1a9-c0a00e67fbfb" alt="" width="324"><figcaption></figcaption></figure></div>

1. Open the stock’s **overview page**.
2. Tap the **colour tag icon** on the top right.
3. In the bottom sheet, tap **“Remove Tag”** (available on the **top right corner**).
4. The tag will be cleared, and the icon will return to its **default grey state**.
5. In your watchlist, the colour below the stock name will no longer be shown

#### How to View Colour Watchlists ? <a href="#how-to-view-colour-watchlists" id="how-to-view-colour-watchlists"></a>

**Open the Watchlist Menu**

* On the **top left corner** of your watchlist page, tap **“My Watchlist”** or **“Preset Watch”**.

**Select the Colour Tag Tab**

* From the list of available watchlist types, you will now see a new option called **“Colour Tag”**.
* Tap on this to open all Colour Watchlists.

<div><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F8v1eBWO9dOrd2AlsrsS6%2Fwatch%201.jpg?alt=media&#x26;token=b20d8383-a29a-4dc3-9527-6f19bf2f72ed" alt=""><figcaption></figcaption></figure> <figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FKLHUUICHCdHxHxcLYEaf%2Fwatch%202.jpg?alt=media&#x26;token=8c888a43-ad03-4da5-babc-9d2b57a050c2" alt=""><figcaption></figcaption></figure></div>

**Choose a Colour Watchlist**

* You will see watchlists grouped by colour (e.g., **Green, Red, Yellow, Blue, etc.**).
* Tap on any colour where you have assigned stocks.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F2Czzc1xxZiuNJlc2n2cu%2Fwatch%203.jpg?alt=media&#x26;token=b4bfdcc0-898a-407d-a1c6-331ac2047a28" alt="" width="324"><figcaption></figcaption></figure></div>

**View Tagged Stocks**

* You will be taken back to the **main watchlist page**, where all stocks tagged with the selected colour will be displayed together.

**Switch Between Colours**

* To view another colour, simply tap on a different **Colour Tab** within the same page.
* This allows you to switch quickly between, for example, your **Buy (Green)** and **Sell (Red)** lists.

### 6. How to Sort Watchlist <a href="#id-6.-how-to-sort-watchlist" id="id-6.-how-to-sort-watchlist"></a>

You can *Sort* the **Watchlist** according to your preference. To use the *Sort* function in **Watchlist**, follow these steps:

#### **1) Sort using the Sort Function** <a href="#id-1-sort-using-the-sort-function" id="id-1-sort-using-the-sort-function"></a>

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F7LFADOmvw85MBG7qaiO9%2FSort%20Watchlist.gif?alt=media&#x26;token=c11e9de6-ed17-4c58-933a-46a7c6cb00fb" alt="" width="294"><figcaption></figcaption></figure></div>

* Choose the desired "**Watchlist"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FHOEAZ5JTuh70rVBwhrcj%2Fwatchlist%20.png?alt=media&#x26;token=c763064b-22bd-4991-b85f-be83ae096ab9" alt="" data-size="line"> **.**
* Click on the "**Sort" Icon** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FIfeEgjslJkJMY0HnEybc%2Fsort.png?alt=media&#x26;token=9297baa6-fbf0-40c9-94c7-b1c892d13777" alt="" data-size="line"> on the top right-hand side of the screen.
* The "**Sort"** page will pop up, allowing you to *sort* according to **Alphabetical Order, Price,** and **Percentage Change.**
* If a filter is applied, the "**Sort" Icon** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FIfeEgjslJkJMY0HnEybc%2Fsort.png?alt=media&#x26;token=9297baa6-fbf0-40c9-94c7-b1c892d13777" alt="" data-size="line">  will have a "**Yellow Dot"** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F3HwKhueSeIIIWugkXVfT%2Fsort%20yellow%20icon.png?alt=media&#x26;token=d5008ab2-d4de-4381-b6d4-22e4ffd1ee1c" alt="" data-size="line">  on it.
* To *reset* the filter, tap on the **"Reset" Button**.
* To *save* a filter, long press on any security in the **Watchlist** and press on the **"Save" Button**.

#### 2) Sort Manually from the Edit Page <a href="#id-2-sort-manually-from-the-edit-page" id="id-2-sort-manually-from-the-edit-page"></a>

In addition to the default sorting of the **Watchlist**, you are also provided with the option to manually *rearrange* the Securities in the order of your preference. To do this, follow these steps:

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FcIgmw8St2dPns4Zn2amO%2FSort%20Watchlist%20-%20Manual.gif?alt=media&#x26;token=02b33f95-671d-4e7d-a3c5-2105c2b94614" alt="" width="360"><figcaption></figcaption></figure></div>

* Go to the **"Watchlist"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FcXzo7f18XMQxqVYSG2bM%2Fwatchlist%20.png?alt=media&#x26;token=22a13d67-c951-430e-9d92-2815162cbc94" alt="" data-size="line"> you want to *rearrange*.
* Long press on any **Symbol** to open the **Edit page.**
* Use the drag-and-drop feature to move the security to the desired position in the "**Watchlist"**.
* Repeat this process for each security you want to move.
* Once you have rearranged the **Watchlist** to your satisfaction.
* Click on the **"Back Arrow" Icon** ![](https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2Fu147lr339RRwzxKTuhOj%2Fimage.png?alt=media\&token=e45b53f9-48c4-4855-83ae-00ebd613cdc3) on top left-hand side to go back to the **Watchlist** page.

**Please Note:** The changes made by you will be *auto-saved* in the application.

### 7. How to rearrange the Watchlist <a href="#id-7.-how-to-rearrange-the-watchlist" id="id-7.-how-to-rearrange-the-watchlist"></a>

To *rearrange* your Watchlist Order in **"My Watchlist",** follow these steps:

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2Fo0KUrnLg7Ex1X311PPwb%2FRearrange%20Watchlist.gif?alt=media&#x26;token=ca798995-0c3a-45d0-a60b-10826f0fd0bc" alt="" width="294"><figcaption></figcaption></figure></div>

* Go to "**My Watchlist"** by clicking on the current Watchlist Name.
* Click on the "**Manage" Button** at the bottom of the page.
* On the **Manage** tab, use the drag-and-drop feature to *rearrange* your **Watchlist** in the desired Order.

**Please Note:** Any rearrangements you make will be *auto-saved.*

### 8. How to delete the Watchlist <a href="#id-8.-how-to-delete-the-watchlist" id="id-8.-how-to-delete-the-watchlist"></a>

To *delete* a watchlist from "**My Watchlist**," follow these steps:

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FoSJQceFFuIjbS1TR7qil%2FDelete%20a%20watchlist.gif?alt=media&#x26;token=1a030271-54aa-4614-bedc-425f7a79ab9f" alt="" width="294"><figcaption></figcaption></figure></div>

* Go to **"My Watchlist"** by clicking on the current Watchlist Name.
* Click on the **"Manage" Button** at the bottom of the page.
* Click on the **"Delete" Icon** :wastebasket: shown against the Watchlist Name.
* Confirm the deletion by clicking on the **"Delete" Button** in the pop up that appears.
* If you don't want to *Delete* the watchlist, click on "**Cancel" Button** in the pop up.
* Once you have confirmed the deletion, the Watchlist will be permanently deleted.

### 9. How to Edit/Change Watchlist Name <a href="#id-9.-how-to-edit-change-watchlist-name" id="id-9.-how-to-edit-change-watchlist-name"></a>

To *change* the name of your **Watchlist,** follow these steps:

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FuQlah0V8dKQKZkErCZpJ%2FRename%20watchlist.gif?alt=media&#x26;token=681953d6-8828-43a3-be0b-1b3a32595ace" alt="" width="294"><figcaption></figcaption></figure></div>

* Open the "**Watchlist""**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2Fs5wnIeSE66MQhLPpJxqD%2Fwatchlist%20.png?alt=media&#x26;token=58dac753-28b0-4f83-bd45-00aab3536066" alt="" data-size="line"> that you want to *Rename*.
* Long press on any Symbol to open the **Edit Page**.
* In the Edit page, you will see the current name of your Watchlist under the "**Edit Name**" section.
* Type in the desired new name for the watchlist in the "**Edit Name**" field.
* Once you have typed in the new name, click on the "**Save" Button** at the top of the page to save your changes.
* Your current watchlist name will be updated with the new name you have entered.

### 10. Swipe Right <i class="fa-right">:right:</i>

A new ‘**Swipe Right**’ feature has been introduced, allowing users to quickly place an order, delete, add a color tag, access the chart, open option chain or set an alert for a specific scrip—simply by swiping right. This feature is available in both normal view and compact view.&#x20;

<div align="left" data-with-frame="true"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FrkRmckQNICRRMGHzYiwU%2Fswipe%20right%201.jpg?alt=media&#x26;token=1125bd2f-9966-4cb1-b824-79d2b7248a6a" alt="" width="317"><figcaption></figcaption></figure></div>

**How to Use the Swipe Right Feature in Your Watchlist**

1. Go to your Watchlist.
2. **Swipe right on any scrip** in the list.
3. A set of default options will appear such as:
   * **Trade**
   * **Chart**
   * **Delete**
4. **To customize more options,** go to the [**swipe settings**](#id-14.-compact-view) in the Watchlist Settings page. Here you can add more fields like :&#x20;
   * Add Tag
   * Set Alert
   * Option Chain
5. Tap on your preferred option to proceed to the corresponding page.

{% hint style="info" %}
The delete option **will not be available** in the preset watchlists and color tag watchlists.&#x20;
{% endhint %}

### 11. How to Delete Symbols from Watchlist <a href="#id-10.-how-to-delete-symbols-from-watchlist" id="id-10.-how-to-delete-symbols-from-watchlist"></a>

To *delete* a Symbol from a **Watchlist**, follow these steps:

#### 1) Delete Multiple Symbols from the Watchlist <a href="#id-1-delete-multiple-symbols-from-the-watchlist" id="id-1-delete-multiple-symbols-from-the-watchlist"></a>

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FiPbYW8G9gUFPDkuuXv1L%2FDelete%20%20scrip%20Watchlist.gif?alt=media&#x26;token=4aa23052-ca9c-4e77-8f74-420fe7051f50" alt="" width="294"><figcaption></figcaption></figure></div>

* Open the **"Watchlist"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FG8OSGEMcHCi1um9Hxdia%2Fwatchlist%20.png?alt=media&#x26;token=5f1835c8-1af0-40fa-b74b-e13c266d46eb" alt="" data-size="line"> you want to **Delete** Symbols from.
* Long press on any Symbol to open the **Edit page**.
* Select the Symbols you want to **Delete** by clicking on the "**Box Icon"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FgQihly9B8uPMa6fIrKH6%2Fbox%20icon.png?alt=media&#x26;token=713369f9-3d0b-4550-8854-48abf8b150d8" alt="" data-size="line"> next to it.
* A "**Tick Mark"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FBJgRa1Lta1wkNrdBnblq%2Ftick.png?alt=media&#x26;token=a7094fe8-8978-4466-bdbf-2b7b933e1a90" alt="" data-size="line"> will appear to indicate that the Symbol is selected.
* You can also use the "**Select All**" option if you want to *Delete all* the Symbols from the Watchlist.
* Once you have selected the Symbols you want to Delete, click on the "**Delete**" **Button**.
* This will remove the selected Symbols from the **Watchlist**.
* The platform will prompt you to *save* the changes to the **Watchlist**.
* Click on the **"Save" Button** to confirm the deletion, or click on the **"Discard" Button** to cancel the deletion.

#### 2) Delete a Symbol from the Watchlist <a href="#id-2-delete-a-symbol-from-the-watchlist" id="id-2-delete-a-symbol-from-the-watchlist"></a>

In addition to deleting multiple symbol from edit page of the **Watchlist**, you can also delete a symbol by just swiping the symbol. To do this, follow these steps:

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F9ezJ6OFz4avgOUG6oI2T%2FDelWatch.gif?alt=media&#x26;token=415b817e-0eca-4338-8deb-b89ea6a61257" alt="" width="294"><figcaption></figcaption></figure></div>

* Select the **"Watchlist"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FG8OSGEMcHCi1um9Hxdia%2Fwatchlist%20.png?alt=media&#x26;token=5f1835c8-1af0-40fa-b74b-e13c266d46eb" alt="" data-size="line">you want to **Delete** a symbol from.
* Swipe right on the Symbol you wish to **Delete**.
* As you swipe, a Delete Icon will appear on the left side of the Symbol.
* Simple click on the **Delete icon** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FXvV9wxfBtZB8hqfOYjC5%2Fimage.png?alt=media&#x26;token=3a286983-1371-4878-a604-e67c3b75f578" alt="" data-size="line">  and the Symbol will be removed from the **Watchlist**.

**Please Note:** The changes are auto-saved and the deleted Symbol will be removed from that particular Watchlist permanently.

### 12. Heat Map <a href="#id-11.-heat-map" id="id-11.-heat-map"></a>

The default **"Watchlist"** is shown in a list format, but you can view the watchlist in a **"Heatmap View"**. The **"Heatmap View"** allows for a quick visual representation of the **Percentage Changes** in the symbols on the list. The Symbols are grouped according to their Percentage Changes, giving the user an idea about the performance of the Security. The "**Heatmap"** can also help identify trends and patterns in the movements of the securities on the **Watchlist**.

#### How to open Heatmap page <a href="#how-to-open-heatmap-page" id="how-to-open-heatmap-page"></a>

To access the "**Heatmap View"** of your watchlist, follow these steps:

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FXgNvnXV4W9dRYQ68w5Lw%2FWatchlist%20-%20HeatMap.gif?alt=media&#x26;token=d068c1ac-1ad4-45b6-aa9c-9d1dc583dfa5" alt="" width="294"><figcaption></figcaption></figure></div>

* Open the **Watchlist** **page**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FgT9Axk08HQOMktVgdAMj%2Fwatchlist%20.png?alt=media&#x26;token=640bae67-0003-4783-a454-c1ba7c0cffde" alt="" data-size="line">.
* Click on the **"Heatmap" Icon**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F4Yt1mIbpv3k0MW0jRugi%2Fheat%20map.png?alt=media&#x26;token=5f73d52e-abf5-44c6-bd5e-3e8ceee6188a" alt="" data-size="line">.
* The "**Heatmap"** tab will be open.
* Here, the Symbols are grouped based on their **"Percentage Changes"** for the day.
* The Symbols are *color-coded,* with shades of "**Green"** indicating a **Positive Change** and shades of "**Red"** indicating a **Negative Change.**
* Each group of securities can be minimized or expanded by clicking on the corresponding header. This allows you to focus on the Securities that are most relevant to you.
* Now to go back to the list view, click on the "**List View" Icon** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2Fytqn9fsHlYxOybflYFZN%2Fimage.png?alt=media&#x26;token=3987ebab-9e6d-4d27-888b-025fdfcfbdfb" alt="" data-size="line">**.**

### 13. Index Watch Panel <a href="#id-12.-index-watch-panel" id="id-12.-index-watch-panel"></a>

The "**Index Watch Panel"** is included in the **Watchlist** by default, but the user can choose to *enable* or *disable* it. The default **Symbols** displayed in the Index Watch Panel are the "**Nifty 50"** and "**Bank Nifty"**, but the user can select any **Index** or **Stock** they wish to view in the Index Watch panel.

#### **How to Show Index Watch in all my Watchlist** <a href="#how-to-show-index-watch-in-all-my-watchlist" id="how-to-show-index-watch-in-all-my-watchlist"></a>

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FhozIpZ9e8hH5A8mvXnp7%2Findex%20visibility.png?alt=media&#x26;token=532e896e-a48f-4228-8f86-29768e6b9404" alt="" width="315"><figcaption></figcaption></figure></div>

* On the **Watchlist t**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F47ZphVLs2iHiIBLPluXJ%2Fwatchlist%20.png?alt=media&#x26;token=df6dbd91-2e7b-4071-a35e-84121be6b6a9" alt="" data-size="line"> **page**, click on the "**Settings" Icon**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FD1iZZCKZZi9Sai2j3fpc%2Fsetting%20.png?alt=media&#x26;token=55928ed5-975d-4c74-94ee-300e11cc5151" alt="" data-size="line">  on the top RHS.
* Inside the "**Settings"** page, click on the "**Watchlist Settings"** tab.
* You will be provided with a set of options.&#x20;
* You will find the "**Index Visibility"** option with a "**Toggle" Button**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FGeqwjQAXE8fNXKvibO78%2Ftoggle%20off.png?alt=media&#x26;token=85c451fb-4ca7-49bf-bbbb-900cc4d300f2" alt="" data-size="line"> to enable or disable it.
* Click on the "**Toggle" Button** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F8BdFJZ4rkgCvXvpZwXs0%2Ftoggle%20button.png?alt=media&#x26;token=6e1a5c1a-fcc2-4d32-998a-aa2904625c90" alt="" data-size="line"> to enable the **Index Watch** in all the Watchlists.
* Go back to the **Watchlist**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F47ZphVLs2iHiIBLPluXJ%2Fwatchlist%20.png?alt=media&#x26;token=df6dbd91-2e7b-4071-a35e-84121be6b6a9" alt="" data-size="line">  page and you will now be able to view the **Index Watch** in all the **Watchlists.**

#### **How to change the Index displayed in Index Watch Panel** <a href="#how-to-change-the-index-displayed-in-index-watch-panel" id="how-to-change-the-index-displayed-in-index-watch-panel"></a>

You can *customize* the **Index Watch** **Panel** by replacing the displayed **Indices** with any other desired **Stock** or **Index**.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FlSVuUYOoXVXfuZ9Z9TYh%2Fimage.png?alt=media&#x26;token=0c3555c2-1c75-4e07-8aa6-34f387a5a4cf" alt="" width="294"><figcaption></figcaption></figure></div>

To add/change an **Index** displayed in the **Index Watch Panel,** follow these steps:

* Go to the **Watchlist.**
* **Tap on the index spot** you wish to change.&#x20;
* You will provided with two options- **NSE** and **BSE**.
* A set of indices will be displayed under both NSE and BSE.&#x20;
* Choose a preferred index.&#x20;
* Now go back to the watchlist to see the change.&#x20;

To add/change an **Index/Stock** displayed in the **Index Watch Panel,** follow these steps:

* From your **Watchlist**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F47ZphVLs2iHiIBLPluXJ%2Fwatchlist%20.png?alt=media&#x26;token=df6dbd91-2e7b-4071-a35e-84121be6b6a9" alt="" data-size="line">, click on the **Security** you want to add.
* The **Security Page** will open.
* Scroll to the bottom of the **Overview** ta&#x62;**.**
* Find the option called **"Pin to Market Overview".**
* Click on **"Spot 1"** or **"Spot 2"** to add the Index or Stock to your **Index Watch panel.**
* Go back to the **Watchlist** to confirm that the Symbol has been added to the **Index Watch Panel.**

**Please Note:** To *add* a Stock/Index to the Market Overview page, click on *"Spot 3" or "Spot 4".*

### 14. Watchlist Settings <a href="#id-13.-watchlist-settings" id="id-13.-watchlist-settings"></a>

You can *add* more Fields such as **"52 Week High/Low", "Day High/Low", "Open/Close Price"** and **"Volume"** to your Watchlist by going to Watchlist Settings. To do so follow these steps:

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F18Ga0YOsdLybNudNdYMh%2Fimage.png?alt=media&#x26;token=c2ff3a35-9075-4675-a533-231998f264de" alt="" width="307"><figcaption></figcaption></figure></div>

* Go to **"Watchlist"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F6WHWdFXxyb7vKxuuSuRM%2Fwatchlist%20clicked.png?alt=media&#x26;token=6c30a414-9bd6-424b-9141-eaaae2a0e19c" alt="" data-size="line"> pag&#x65;**.**
* Locate the **"Settings"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FteUDYMwbzBCWbFfKnrta%2Fsetting%20.png?alt=media&#x26;token=84c0bb6d-0321-4ada-9c61-cc62424204c7" alt="" data-size="line">**Icon** on the top RHS and click on it.
* This will redirect you to the **"Watchlist Settings"** page.
* Here by default you will be on the **"Display Fields"** page and can see a variety of data fields such as **"52 Weeks High/Low", "Day High/Low", "Open/Close Price",** **"Volume", "Price Change Indicator", Event Calendar, Recommendation** to add to your watchlist.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FJ5YCmaRSBjCIvTckV3Gj%2Fimage.png?alt=media&#x26;token=0d88f4e0-76d8-42cd-8ae6-afca913c3425" alt="" width="311"><figcaption></figcaption></figure></div>

* To include any of these fields to your watchlist, click on the corresponding **Checkbox**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FHPlbZds0LAaM8Veu1iGu%2Ftick%20mark.png?alt=media&#x26;token=10198886-aa19-44ee-86d6-4363f38ca67a" alt="" data-size="line"> **or toggle button** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FQV5r5rMspffodBEAnUJy%2Ftoggle%20button.png?alt=media&#x26;token=0af352a9-2d79-40a2-9da0-0241c52efc3c" alt="" data-size="line"> near each field.
* Please Note that you are not obligated to choose all the fields, can choose what is relevant for you.
* Once you have done the selection click on the **Back arrow**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FhrpYpD9hYi5hySmkRZws%2Fback%20arrow.png?alt=media&#x26;token=69466419-e76d-448d-9910-b0b31df79732" alt="" data-size="line"> to go back to watchlist page.
* Choose any security on the **Watchlist** and swipe left on the **Price Column** and you will find the changes.
* If you haven't enabled the compact view, then you can swipe once to see the **"52 Weeks High/Low",** Swipe again to see the **"Day High/Low".** Subsequent swipes will reveal the **"Open and Close Prices"**, followed by the **"Trading Volume".** Furthermore, if you perform an additional swipe, you will be returned to the **"Price Data".**

The change in fields can only be accomplished through left swipe, enabling you to change through the different display fields.

* If compact view is enabled then you can view the relevant fields, by just enabling them in the settings page mentioned above.

**Please Note: If you want to see Geojit's research recommendations in Flip, you need to subscribe to our research services first.** [***Follow these steps to activate 'Free Research Services.'***](https://usermanuals.geojit.com/mygeojit-web/my-account/profile#how-to-subscribe-unsubscribe-free-research-services)

The unsubscribed users will get a pop-up message stating 'Research services are currently inactive'. Once activated again, the services will be available from the next working day.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FaiuINDeAJYpvKmo6fasY%2Fimage.png?alt=media&#x26;token=0db4b102-8086-4b21-ac6b-eebde7fa4910" alt="" width="443"><figcaption></figcaption></figure></div>

#### To turn on the **Price Change Indicator:** <a href="#to-turn-on-the-price-change-indicator" id="to-turn-on-the-price-change-indicator"></a>

* Go to the **Watchlist**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F6WHWdFXxyb7vKxuuSuRM%2Fwatchlist%20clicked.png?alt=media&#x26;token=6c30a414-9bd6-424b-9141-eaaae2a0e19c" alt="" data-size="line"> pag&#x65;**.**
* Locate the **Settings**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FteUDYMwbzBCWbFfKnrta%2Fsetting%20.png?alt=media&#x26;token=84c0bb6d-0321-4ada-9c61-cc62424204c7" alt="" data-size="line"> **Icon.**
* You will be landed on the **Watchlist Settings page**.
* Click on the '**Other**' tab.
* Find '**Price Change Indicator**' and switch it on using the **"Toggle"**<img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FLO89PMlDvpAL3JBZpFm8%2FTOGGLE%20ICON.png?alt=media&#x26;token=2240bb5c-1913-4b3f-bdd2-d60aa0419c38" alt="" data-size="line"> **Button.**&#x20;
* Go back to your watchlist, and you can see a **tiny blinking light** that flashes green when prices go up and red when they drop.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FgVqsAo0m0mcuCEu9rPgb%2Fimage.png?alt=media&#x26;token=5633620d-b58b-4a37-a2e9-ae12e79ae45c" alt="" width="284"><figcaption></figcaption></figure></div>

#### How to Configure Swipe Settings in Your Watchlist ? <a href="#id-14.-compact-view" id="id-14.-compact-view"></a>

<div align="left" data-with-frame="true"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FzlDDUVFeCaoIeXSYlZqn%2Fswipe%20settings.jpg?alt=media&#x26;token=0865265e-a52b-40cb-9820-9e80e59844a2" alt="" width="312"><figcaption></figcaption></figure></div>

* Open any Watchlist page.
* **Tap the Settings icon** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F5rljCBaZqdmLOvhqn1n2%2Fsettings.png?alt=media&#x26;token=c18d93ce-fa50-411a-9ec3-7e8b2a73b7f6" alt="" data-size="line"> at the top to navigate to the **Watchlist Settings** page.
* **Scroll down** to find the **Swipe Settings** section.
* By default, options like **Trade**, **Chart**, and **Delete** will be selected.
* You can select additional options such as:
  * **Option Chain**
  * **Set Alert**
  * **Add/Remove Tag**
* **Rules:**
  * Minimum **3 options** must be selected.
  * Users can select **up to 4 options** only.
* Once you’ve made your selections, **go back to your Watchlist**.
  * The new changes will be applied automatically.

### 15. Compact View <a href="#id-14.-compact-view" id="id-14.-compact-view"></a>

To *access* the **Compact View,** follow these steps:

* Locate and navigate to the **"Watchlist"**![](https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FmQVVnGkY607aqzjQ210k%2Fwatchlist%20clicked.png?alt=media\&token=41630395-d74f-4806-ba51-93a6082a84c6) **page.**
* If you wish to have a condensed view of the page, you need to switch to the **"Compact View".**
* For that, firstly click on the **"Settings"**![](https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FqgfSU4l8RJQUSubCvCjR%2Fsetting%20.png?alt=media\&token=2b8aaa83-07fc-4806-a258-1dee091604d1) **Icon** **n** located at the top right-hand side of the tab.
* Next, swipe/click to select the **"Others" tab.**
* Here, you can find the **"Compact View"** optio&#x6E;**.**
* Click on the **"Toggle"**![](https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F5ToIjRY3Tvg8yfmGAoht%2FTOGGLE%20ICON.png?alt=media\&token=d5a1a798-e2e3-442a-9c64-7aeabfee62b5) **Button** adjacent to it to activate the option.
* Now click on the **"Back Arrow"**![](https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FKUYExPlpcw04uH5XW809%2Fback%20arrow.png?alt=media\&token=b9113bf0-2729-4e21-beda-7c92d65ec711) at the top left-hand side to go back to the **"Watchlist"**![](https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F10YZ1NFGah0TZMonlHy7%2Fwatchlist%20clicked.png?alt=media\&token=6b1a7ce3-da11-473f-b7a6-79004f6c97d1) **page.**
* You can now customise which data you would like to see.
* Click on the **"Drop-down Arrow"**![](https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2Fx9A60cuU0yKgiettkNMi%2Fgreen%20drop%20down.png?alt=media\&token=92840187-1bcb-499a-bbb6-adec7b1127d0)  a bottom pop-up option will appear.
* First row you can see options such as "**Volume Quantity & Volume Value", "Day High & Day Low", "Bid Price & Ask Price", "52 Week High & 52 Week Low",** and **"Open & Prev. Close Price".**
* Next row, you have the options such as **"LTP and LTP Change Percentage", "Volume Quantity & Volume Value", "Day High & Day Low", "Bid Price & Ask Price", "52 Week High & 52 Week Low",** and **"Open & Prev. Close Price".**

#### 16. Notes <a href="#id-15.-notes" id="id-15.-notes"></a>

You can add personal notes to any stock to capture your thoughts, strategies, or reminders.

**How to add notes in your watchlist ?**

1. Tap the **stock name** in your watchlist to open its **overview page**.
2. Scroll down to the **“Add Note”** section (highlighted in yellow, above Geojit Sentimeter).
3. Tap the **“+” icon**.
4. Enter your note (up to 50 characters).
5. Tap **Save** → The note appears under “Your Note” and is also synced to your Holdings.

<div><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FP8FNt6Rn4uq6vNuUGwA1%2Fadd%20note.jpg?alt=media&#x26;token=b1373d62-b940-4833-ac5a-2a8a17875834" alt=""><figcaption></figcaption></figure> <figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FlPo8RaqbgzOamNQ8t1rb%2Fnote%201.jpg?alt=media&#x26;token=c6b22302-a82b-407a-bd64-58a26ca745ea" alt=""><figcaption></figcaption></figure></div>

**How to edit notes in your watchlist ?**

1. Open the stock overview page.
2. Scroll down to find the notes section.
3. Tap the **Edit icon (✎)**.
4. Update your note and tap **Save** → The update reflects in both Watchlist and Holdings.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FU5NuCeLYHnJEcv3Rurzp%2Fnote%20view.jpg?alt=media&#x26;token=b0837e3a-bf98-4198-8399-3c3905ed6971" alt="" width="365"><figcaption></figcaption></figure></div>

**How to delete notes ?**

1. Open the stock overview page.
2. Scroll down and find the note section and tap on the **Delete icon (🗑)**.
3. Confirm deletion in the bottom sheet pop-up.
4. Click on the 'delete' button.
5. Now, the note is removed from both Watchlist and Holdings.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FkdbQqubBVUyK3lar8mTM%2Fnote%202.jpg?alt=media&#x26;token=a5327c94-ec96-42ea-a6cb-b0a061133c67" alt="" width="365"><figcaption></figcaption></figure></div>

**How to view notes ?**

* When a stock has a note, a **Note icon** appears next to it in your watchlist.
* To display notes directly below stock names:

  1. Tap the **Watchlist Settings icon** (top right).
  2. Enable **Note Visibility by switching on the toggle button** <img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FIoyWcScpXfnAYdm94vQn%2Ftoggle%20button.png?alt=media&#x26;token=5666a7c0-5e57-4527-bef9-bcbe5bf8c229" alt="" data-size="line">.
  3. Notes will now show under stock names where available.

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F38LbcqYEVjx3esjz2pp1%2Fnotes%20final.PNG?alt=media&#x26;token=554af751-f53e-4515-9635-d74c5fcd05ed" alt=""><figcaption></figcaption></figure>

<figure><img src="https://flipmobilemanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3574784015-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FOOkrtgr3FzpImfJDvQpQ%252Fuploads%252FukqGKMmXKVqNIDqYvj7U%252Fimage.png%3Falt%3Dmedia%26token%3D5d720196-c9f1-4f80-b439-c837ce9f3b7e&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=c7908c6f&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Important:** Notes are **common for each stock** — if you add, edit, or delete a note in **Watchlist**, the same change will also appear in **Holdings**, and vice versa.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://usermanuals.geojit.com/flip-mobile/watchlist.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
