Watchlist helps you keep an eye on stocks and ETFs you’re interested in — even if you’re not ready to invest yet. Think of it as your personal space to track and organize assets before making decisions.
Step 1: Access your Watchlist
Open the CUSP Wealth app.
From the main dashboard, scroll to Watchlists.
By default, you’ll already have a Favorites list.
Step 2: Create a new Watchlist
Tap Create new.
Enter a name for your new list.
Tap Create.
Note: You can have up to 5 watchlists at once. To add a new one beyond that, you’ll need to delete an existing list.
Step 3: Add assets to your Watchlist
Tap "Find assets" to search for stocks or ETFs.
Tap the "+" icon next to an asset to add it to your selected watchlist.
Added items show under the list with price, daily performance, and other key details.
Step 4: Manage your Watchlist
Edit: Rename your watchlist or reorder assets.
Sort: Arrange assets by name, date added, or performance (1D, 1M).
Remove: Tap the “X” next to an asset to delete it.
Delete watchlist: Tap Delete to remove the entire list (cannot be undone).
Step 5: View asset details
Tap on any asset in your Watchlist to open its detail page, where you can:
Check live prices and charts
See if it’s marked as Shariah-compliant
Review performance over time (1D, 1W, 1M, 6M, YTD, 1Y, 5Y)
