PORTFOLIO & PLANNING

Fund & Stock Watchlists

Watchlists let you track mutual funds or stocks you're interested in — without needing to hold them yet.

Fund Watchlist

Add any mutual fund you're researching to track its NAV and performance over time before you decide to invest.

Stock Watchlist

Add stocks you're following to track their price movement alongside your actual holdings.

Alerts

Watchlist items are checked periodically, so you can set alert conditions and get notified when something you're watching moves — no need to check back manually.

Both watchlists work well alongside the Mutual Fund Research and Stock Research sections — research first, then watch, then decide.