> For the complete documentation index, see [llms.txt](https://usermanuals.geojit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://usermanuals.geojit.com/flip-web/watchlist.md).
# Watchlist
### This section contains:
1. [How to go to All Watchlist page](#how-to-go-to-all-watchlist)
2. [How to Create a Watchlist](#how-to-create-a-watchlist)
3. [How to Add Symbols to Watchlist](#how-to-add-a-symbol-to-a-watchlist)
4. [How to Customize Watchlist ?](#how-to-customize-watchlist)
5. [How to Sort Watchlist](#how-to-sort-watchlist)
6. [How to Delete the Watchlist](#how-to-delete-the-watchlist)
7. [How to Delete a Symbol from a Watchlist](#how-to-delete-a-symbol-from-the-watchlist)
8. [How to Edit/Change Watchlist Name](#how-to-customize-watchlist)
9. [Heatmap](#heatmap)
10. [Index Watch Panel](#index-watch-panel)
A Watchlist  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 Web  offers four types of Watchlist: "My Watchlist", "Indices", "Broad Indices Stocks", and "Sectorial Indices Stocks".
* "My Watchlist" 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 "Indices" tab is divided into two categories: "Broad Indices" and "Sectorial Indices".
* Under "Broad Indices Stocks" you will discover four prominent indices: "Nifty 50", "Sensex", "Nifty Next 50", and "Nifty Midcap 50".
* In "Sectorial Indices Stocks" you will find eleven distinct indices; selecting any index reveals the securities under it.
This structured layout makes it easier to explore and analyze indices and their components.
### How to go to All Watchlist
* Locate the Watchlist  option at the top of the page.
* Click the Watchlist  to open the last Watchlist you accessed or the default Watchlist.
* On the Watchlist page you will see a Main Watchlist and a Side Watchlist Panel toward the left-hand side.
### **Main Watchlist**
* The Name of the Watchlist appears at the top left.
* Options toward the right include Search & Add , MBP , List View , Heat Map , Download Watchlist  and Settings .
* Next to the watchlist name is a Drop-down Arrow . Click it to see the Four Types of Watchlists, Create Watchlist, Edit Watchlist and Delete Watchlist options. Hover over or click options to reveal categories.
* To view your custom watchlist, select "My Watchlist" and click the desired list.
* To select Indices choose between "Broad Indices" and "Sectorial Indices". For securities inside an index, choose "Broad Indices Stocks" or "Sectorial Indices Stocks".
* To switch watchlists, use the Drop-down Arrow and pick another list.
Please note: The watchlist you select here will be shown on the main page.
### Side Watchlist Panel
* The Side Watchlist Panel appears on the right-hand side and shows the previously selected or default watchlist.
* The Name of the current watchlist is at top left, with options for Adding  and Sorting .
* The Index Watch Panel sits at the top of the side panel.
* Minimize the side panel with the left-facing Chevron  and restore it with the right-facing Chevron .
* You can find [**'Shortcut Key'**](https://usermanuals.geojit.com/flip-web/more/help/short-keys) icon towards the end of the side watchlist panel, for quick navigation.
**Please Note:** The *Side Panel Watchlist* remains accessible even when navigating to other pages, not just within the Watchlist section. This ensures quick and easy access to your Watchlists regardless of your location within the platform. If you fold/unfold the side watchlist panel, the preferance remains the same, even when you relogin.
### How to Create a Watchlist ?
* Go to the Watchlist page.
* Click the drop-down arrow next to the current watchlist name to reveal options, then click Create Watchlist.
* A pop-up appears. Set a name for the watchlist (maximum 20 characters).
* Click Cancel to discontinue, or Create to create the watchlist.
* After creation you will be taken to the new Watchlist page.
Please note: You can create a new Watchlist only on the main watchlist.
### How to Customize Watchlist ?
Every watchlist will have **price change indicator**. Watchlists come with a preset display of fields like last traded price, %change, bid price, bid quantity etc. If you want to add more fields, or remove existing ones, you can **customize your watchlist.** For this,
* Click the settings icon ⚙.
* Two columns appear: Selected and Available.
* **The selected section** shows fields that are **already displayed** on the watchlist page.
* **Available section** shows fields you can **add to your watchlist** page.
* You can add fields like average price, 52weeks H/L, recommendations etc to your watchlist, as per your preference. If the watchlist includes the shares that you already have, that too can be displayed if you add **Net POS** field to the watchlist.
* Likewise, you can add any number of fields, and once done, **Click Save**.
* Now you will get a **pop up message** asking whether you need to save the changes only to the current watchlist, or apply them to all your watchlists.
\- Click on '**This Watchlist Only**' - If you want the new changes to be reflected only on the current watchlist.
\- Click on **'All Watchlist'**- If you want the new changes to be applied to all your watchlists.
* Once done, go to the watchlist to view the desired results.
### How to Add a Symbol to a Watchlist?
To *Add* desired *Symbols* to the Watchlist, follow these steps:
* Open the desired "**Watchlist"** to add the security.
* Click on the **"Search & Add bar"****.**
* A pop up will appear, and All Market Type 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.
* Click on the "**Add"** **Icon** 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"****.**
* "**Tick Mark"** indicates that the symbol has been added to the **"Watchlist"**.
**Please Note:** Maximum "*50 Symbols"* can be added to a Watchlist.
### How to Sort Watchlist
You can *Sort* the **Watchlist** according to your preference. To use the *Sort* function, follow these steps:
#### 1. Sort using the Sort Function
**MAIN WATCHLIST**
To *Sort* the **Main Watchlist** with sort function, follow these steps:
* Choose the desired **"Watchlist"****.**
* You can **Sort** according to **"Alphabetical Order", "Price", "Percentage Change"** and much more.
* Here, each category is sorted individually.
* As you hover over the category name you wish to **Sort**, you'll notice an "Arrow"Icon appear. This icon will either point **"Upward"** or **"Downward"**, depending on your previous sorting selection.
* Click on the **"Arrow" Icon** and that particular category gets sorted.
* If you navigate to other pages and return to the **"Watchlist"**, it will automatically revert back to the **"Default Order".**
**SIDE PANEL WATCHLIST**
To *Sort* the **Side Panel** **Watchlist** with sort function, follow these steps:
* Choose the desired **"Watchlist"****.**
* Click on the "**Sort"** **Icon** on the top right-hand side of the screen.
* The "**Sort"** page will pop up, allowing you to *sort* according to **"Default",** **"Alphabetical Order", "Price",** and **"Percentage Change".**
* Pick the option that best suits your preference.
**Please Note:** It's not possible to save your chosen sorting option in both the Main and Side Watchlist panels.
#### 2. Sort Manually from Watchlist Page
**MAIN AND SIDE WATCHLIST PANEL**
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:
* Go to the **"Watchlist"** you want to rearrange.
* Hover over the **Symbol** you wish to rearrange.
* Click on it and then drag & drop it to the desired position in the **"Watchlist".**
* Repeat the process for each Security you wish to move.
* Once you have rearranged the **Watchlist** to your satisfaction, click the **"Save"** **Icon** on the top right hand side of both **Main** and **Side Watchlist Panel.**
* The new changes will be saved and that becomes your **Default Watchlist Order.**
### How to Delete the Watchlist
To *delete* a **Watchlist**, follow these steps:
* Navigate to the **Main Watchlist page.**
* Click on the **"Drop-down Arrow"** **Icon** near the **Name of the Watchlist.**
* Next, locate and click on the **"Delete Watchlist"** option towards.
* List of available **Watchlists** will appear.
* Click on the particular **Watchlist** you wish to delete.
* A pop-up will appear with the **Delete** option.
* Click on the **"Cancel" Button** if you wish to cancel the deletion.
* Click on the **"Delete" Button** to delete that particular **Watchlist**.
* The **Watchlist** will be deleted permanently from the **Flip**.
**Please Note:** The changes will be auto-saved.
### How to Delete a Symbol from the Watchlist ?
* Open the **"Watchlist"** you want to delete the **Symbol** from.
* **"Right Click"** on the symbol or click on the **"Three Green Dot"** **Icon** that appears when you hover over a symbol.
* A **"Select Box"** with multiple options appears.
* Click on the **"Remove from Watchlist"** option and the Symbol will be deleted from the **Watchlist**.
**Please Note:** The changes will be auto-saved.
### How to Rename Your Watchlist?
To rename your **Watchlist**, follow these steps:
* Navigate to the **"Watchlist"** page.
* Click on the **"Drop-down Arrow"** to open the "Select Box".
* Towards the bottom you can see **"Edit Watchlist"** option.
* Click on it and you can see the available **Watchlists.**
* Click on the desired **Watchlist** you wish to edit.
* A pop-up will appear and click on the box with the selected watchlist name.
* If you do not wish to change the name click on the **"Cancel" Button** and you will be redirected to the **Watchlist** page.
* Type in the desired new name for the **Watchlist** in the **"Watchlist Rename"** field.
* Then click on the **"Rename" Button** and the **Watchlist** name will be changed.
### Heatmap
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 the 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 ?
To access the **"Heatmap View"** of your Watchlist, follow these steps:
* Open the "**Watchlist"** page.
* Locate and click on the **"Heatmap"** **Icon** at the top right-hand side.
* The **Heatmap** page will open.
* Here, the Symbols are grouped based on their **"Percentage Change"** 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** located next to the **"Heatmap"** **Icon.**
### Index Watch Panel
The "**Index Watch Panel"** is included in the Side Watchlist Panel by default, but you can choose to *enable* or *disable* it. The default **Symbols** displayed in the Index Watch Panel are the "**Nifty 50"** and **"S\&P SENSEX"**, but the user can select any **Index** you wish to view in the **Index Watch Panel.**
#### How to Disable Index Watch from my Watchlist
To *disable* the **Index Watch Panel,** follow these steps:
* On the **Main Watchlist Panel**, click on the "**Settings"** **Icon.**
* This will take you to the FLIP Web's **"Settings" page.**
* From here, click '**Others'** and *disable* the **Index Visibility** using the "**Toggle"** **Button**."
* A **Confirmation Pop-up** will appear at the bottom.
* If you do not wish to save the changes click on **"Default Settings" Button** and the **Index Visibility** will be active again.
* Or if you wish to disable it click the **"Save" Button** to save the changes.
* A **Confirmation Message** will be displayed.
* If you want to enable the **Index Visibility** again, click on **"Default Settings" Button** at the bottom.
* Next, return to the **"Watchlist"** **page.**
* The **Index Watch Panel** will now be *removed* from the Watchlist.
#### How to Show Index Watch in my Watchlist
To *show* the **Index Watch Panel**, follow these steps:
* On the **"Watchlist"** **page**, click on the **"Settings"** **Icon** on the top right-hand side.
* This will redirect you to the **"Watchlist Settings" page.**
* Then select **"Others"** option towards the bottom.
* Here, you can see the **"Index Visibility"** option.
* Now to enable the **"Index Watch Panel"**, Click the **"Toggle"** **Button.**
* A **Confirmation Pop-up** will appear at the bottom.
* Click the **"Save" Button** to save the changes.
* A **Confirmation Message** will be displayed.
* Next, return to the **"Watchlist"** **page** and you will now be able to view the **"Index Watch Panel"** in all the **Watchlists.**
#### How to Change the Index displayed in Index Watch Panel
You can *customize* the **Index Watch Panel** by replacing the displayed Indices with any other desired **Index**. By default the indices displayed are **"Nifty 50"** and **"S\&P SENSEX".**
To *add/change* an Indices displayed in the **Index Watch Panel,** follow these steps:
* From **"Index Watch Panel"**, click on the name of the **Index** you wish you change.
* A pop-up will appear.
* Here, you can see two options: **"Exchange"** and **"Index".**
* First choose the **"Exchange"** by clicking on the **"Drop-Down Arrow"** **Icon.**
* The available Exchanges will be displayed and you can click on the desired one to select that.
* Then select the desired **"Index"** you wish to see on the **"Index Watch Panel"** by clicking on the **"Drop-Down Arrow"** **Icon** and then select the **Index** you wish to display by clicking on it.
* To save the selected options, click the **"Save" Button** and the changes will be saved.
* Now, the newly selected **Index** will be shown on the **"Index Watch Panel".**
**Please Note:** You can keep both the Index same on the Index Watch Panel.
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