Watchlist and groups
The Watchlist is your list of companies you do not own yet (or want to keep an eye on). Groups let you organise your symbols your way.
Step by step
- Go to Planning → Watchlist.
- Type a symbol (for example MSFT or BTC) and add it.
- Set your buy target to see how far it is.
- In the Groups tab (next to Watchlist) click New group, name it and add symbols. A symbol can be in several groups.
What you will see
- Today's price and change, the 52-week range, the valuation, your buy target, the next earnings and the dividend.
- Filters by group, type, sector and whether you already bought it.
- In Groups, the value of each group.
Common problems and questions
- I want an alert when it reaches my price.
- Create the rule A company in a group reaches its buy price or put the price in its Notes. See alerts.
- My list is full.
- How many symbols you can follow depends on your plan.
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Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.