Watchlist

Upon login, you will land on the Watchlist page. Here, you can monitor Watchlists and create new Watchlists to suit your investment style.

This section contains:

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 Change in Price for the securities you are interested in, which can help you make more informed investment decision.

The Flip Web offers four types of Watchlist: "My Watchlist", "Indices", "Broad Indices Stocks", and "Sectorial Indices Stocks".

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 "Indices" tab is divided into two categories: "Broad Indices" and " Sectorial Indices". Within each category, you an find a comprehensive list of indices.

Under "Broad Indices Stocks" you will discover four prominent indices: "Nifty 50", "Sensex", "Nifty Next 50", and "Nifty Midcap 50". Selecting any of these indices will reveal a detailed list of all the securities listed under them.

Likewise, in the "Sectorial Indices Stocks" section, you will find eleven distinct indices. Upon selecting an index, you'll have access to a comprehensive list of the securities associated with it.

This structured layout makes it easier for traders to explore and analyze the diverse range of indices and their respective components.

How to go to All Watchlist

To go to All Watchlist, follow these steps:

Locate the Watchlist option at the top of the page.
Click the Watchlist to open the last Watchlist you have accessed or the default Watchlist provided by the platform.
Once you are on the Watchlist page, you can see two watchlists open: a "Main Watchlist" and a "Side Watchlist Panel" towards the left-hand side.

Main Watchlist

On the Main Watchlist you can find the "Name of the Watchlist" on top left-hand side .
Towards the right-hand side there are options such as Search & Add, MBP, List ViewHeat Map, Download Watchlist and Settings.
Next to the name of the Watchlist there will be a Drop-down Arrow.
Click on Drop-down Arrow to see the "Four Types of Watchlists", "Create Watchlist", Edit Watchlist" and "Delete Watchlist" options.
Hover over/click on any option to reveal a detailed lists of categories.
To view your custom Watchlist, select "My Watchlist"- it will display all the Watchlists you have created. Click on your desired Watchlist to open it.
For selecting Indices, choose between "Broad Indices" and "Sectorial Indices". Click the preferred choice and tab will open with the list of indices.
Likewise, for getting individual securities within the Indices, you can select "Broad Indices Stocks" or "Sectorial Indices Stocks".
If you wish to switch to a different Watchlist, click on the Drop-down Arrow once more and select your desired Watchlist.

Please Note: The watchlist you select here will be the Watchlist shown on the main page.

Side Watchlist Panel

On the right-hand side, you will find the "Side Watchlist Panel".
Here, you can see the previously selected Watchlist or the default watchlist provided by the platform.
The Name of the currently selected Watchlist is displayed at the top left-hand side .
Adjacent to the Watchlist Name, you will find options for Adding and Sorting the Watchlist
At the top you can see the "Index Watch Panel".
If you prefer not to have the "Side Watchlist Panel" visible, you can minimize it by clicking the Chevron Icon.
To bring it back into view, click the Chevron Icon again to maximize it.
If you wish to switch to a different Watchlist, click on the Drop-down Arrow once more and select your desired Watchlist.

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.

How to Create a Watchlist

You can create and customize your own Watchlist to suit your investment style. To create a Watchlist go to the main Watchlist and follow these steps:

Locate and navigate to the Watchlist page.
Find the name of Current Watchlist.
Next, click on Drop-down Arrow / the Watchlist Name to see the "Four Types of Watchlists", "Create Watchlist", Edit Watchlist" and "Delete Watchlist" options.
Click the "Create Watchlist" and a pop will appear.
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.
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 on the settings icon ⚙.
You will be provided with two windows - Selected and Available.

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 which 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.
Go to the watchlist to view the desired results.

How to Add Symbol to 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

To delete a Symbol from the Main and Side Watchlist, follow these steps:

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 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.

Please Note: You can only edit the Name of the Watchlist from the Main Watchlist page.

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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Last updated 3 months ago