Managing favorites

A favorite is a stock or ETF you choose to track. Each favorite gives you access to data and analysis pertaining to it (quotes, financials, valuation multiples, technical indicators), transaction tracking, and alerts. Your plan (Free or Paid) limits how many favorites you can have.

Adding a favorite

Use the search bar either by clicking on it or using the shortcut command. Type the ticker symbol or company name, such as "Microsoft" or "MSFT". Select the result with the correct exchange when the same symbol exists on multiple markets, then add it to your favorites. It will appear in your favorites list and you can open its analysis page.

Deleting a favorite

In your favorites list, click on the three dots to its left, this should open a menu where you can elect to delete it. Deleting a favorite will exclude it from your portfolio analysis, prevent you from editing or adding transactions related to it, and lock access to its alerts and analysis.

Tags

Tags are a way to organize your favorites into lists. For example, you could tag by industry, tag to specify that some favorites are stocks you contemplate to buy next, etc.

You can tag a favorite individually from the three dots to its left, or tag multiple favorites at once by using the mass tagging functionality.

Favorites limit

On the Free plan you have a set limit; on the Paid plan the limit is higher and configurable. If you are at the limit, remove a favorite you no longer need or upgrade your plan to add more.

Favorites Page

In your favorites page, you can find in a table format multiple analytical data points pertaining to you favorites. Use the metrics selector to customize your favorites table, by displaying price data, technical indicators, financials, or valuation multiples you want.