Overview:
The Watchlist feature lets you track securities you are interested in researching or monitoring. You can use it for quick comparisons across stocks, managed funds, ETFs, LICs, and hybrids. While it is not a full portfolio tool (it does not track investment growth like Sharesight), it provides a simple way to monitor key indicators such as market value, analyst ratings, dividend yield, and annualised returns.
How to Add Securities to Your Watchlist?
From the Search Box
Enter the ticker or name of the stock/fund in the search box.
In the results list, click the heart icon ❤️ next to the security.
From a Stock or Fund Quote Page
Sign in at premium.morningstar.com.au . Search for a stock or fund and click its name to open the quote page.
2. On the quote page, click the three-dot menu (⋮) on the right-hand side & Select Add to Watchlist from the dropdown menu.
How to Access Your Watchlist?
Follow the below steps to Access Watchlist:
Click your name at the top right of the page.
Select Watchlist from the dropdown menu.
How Watchlists Work?
You don’t need to manually create watchlists. A watchlist is automatically generated when you add your first security.
Securities are grouped into categories such as Stocks, Managed Funds, ETFs, LICs, and Hybrids.
For example, a “Stocks” watchlist only appears after you add a stock.
Limits on Watchlists:
Number of watchlists: Automatically created — one per security type.
Maximum securities per watchlist: Unlimited. You can add as many securities as you like.
Customer Help & FAQ Guide
My Watchlist is a standalone watchlist experience available from Navigation > Discover Investments > My Watchlists. It separates watchlists into Stocks, Funds, LICs and ETFs, with Stocks opening by default. Customers can add investments, remove multiple investments, compare securities, start an alert, & switch between available data views.
Important: Current behavior and System Constraints
Below are the details of behavior that the new watchlist have in the current version.
The My Watchlist experience is designed with separate watchlist categories for Stocks, Funds, LICs, and ETFs, allowing customers to switch between tabs to view the relevant security type. When users enter My Watchlist, the Stocks tab is displayed as the default landing view, and customers must manually select the Funds, LICs, or ETFs tab if they wish to view another security type.
The Compare feature allows customers to evaluate multiple securities side by side; however, comparisons are limited to a maximum of five securities at a time, requiring users to keep their selection within this limit.
The Alerts feature enables customers to create alerts directly from My Watchlist, but alerts can only be created for one security at a time, meaning alerts cannot be set for multiple selected securities in a single action.
The Column and Data Views feature allows customers to switch between predefined views available for each security type, with data points varying across Stocks, Funds, LICs, and ETFs. However, the watchlist does not support customization of these views, and users must work with the default column configurations provided.
The Add Investment feature allows customers to build a multi-security selection for their watchlist. While multiple securities can ultimately be added together, each security must first be selected individually from the search results and added to the pending selection list one at a time before completing the bulk addition.
Overall, My Watchlist provides a structured way to manage and monitor Stocks, Funds, LICs, and ETFs while maintaining predefined limits on comparisons, alerts, and view customization to ensure a consistent user experience.
Where can I find My Watchlist?
Q: How do I open My Watchlist?
1. Open the Navigation menu.
2. Select Discover Investments.
3. Select My Watchlists.
Q: Which watchlist opens first?
A: The Stocks watchlist is the default landing view.
Q: How do I view Funds, LICs or ETFs instead of Stocks?
A: Use the security-type tabs on the My Watchlist page. The available tabs are Stocks, Funds, LICs and ETFs.
Example: My Watchlist landing page with security-type tabs.
How do I remove investments from My Watchlist?
Q: Can I remove more than one investment at once?
1. Yes. You can select multiple securities within the current watchlist and remove the selected items together.
2. Open My Watchlist and select the required security-type tab.
3. Select the securities you want to remove using the available selection controls.
4. Choose Remove from watchlist for the selected securities.
Example: multiple selected securities with the Remove from watchlist action.
How do I compare securities?
Q: How many securities can I compare at one time?
A: You can compare a maximum of five securities at a time.
Q: How do I start a comparison?
A: Select the securities you want to compare from the relevant watchlist tab, keep the selection to five or fewer, and then choose Compare. Remember you can select and compare a maximum of 5 securities of one security type at a time.
1. Open the relevant security-type tab.
2. Select the securities you want to compare.
3. Confirm that no more than five securities are selected.
4. Choose Compare to continue to the comparison experience.
Example: the Compare action becomes available after securities are selected.
How do I add an alert from My Watchlist?
Q: Can I start an alert directly from My Watchlist?
A: Yes. Select a security and use the alert action available on the My Watchlist page.
Q: Can I create alerts for several selected securities at the same time?
1. No, the alert action is limited to one security at a time.
2. Open My Watchlist and locate the required security.
3. Select the security.
4. Choose the alert action.
5. Complete the alert setup using the options presented in the interface.
Example: the Alert action for a selected security.
How do I change the columns or data view?
Q: How do I switch to a different set of data points?
A: Use Columns at the top-right of the watchlist table, below Add Investments, and select one of the available data views.
Q: Why are the available columns different for Stocks, Funds, LICs and ETFs?
A: The watchlist uses security-type-specific data. The available data points are therefore not identical across all four security types.
Q: Can I manually add, remove or reorder individual columns?
A: No, the New watchlist does not supports editing/reordering predefined column/data views. Individual must use the default column views already given within Watchlist.
Example: predefined column/data views available from the Columns control.
7. How do I add investments to My Watchlist?
Q: How do I add a new investment?
A: Choose Add Investments, search for the security, select it from the results, and add it to the current watchlist.
Q: Can I narrow the search results?
A: Yes. Search results can be refined by security type. For example, when searching for a stock, you can move from All results to Stocks.
Q: Can I add several securities at once?
A: Yes. You can build a selection of multiple securities and then add the selected items to the watchlist in one final action.
Q: How does multi-add selection work?
A: In the New Watchlist, individual search results are selected one at a time into the pending list. After multiple securities have been selected, they can be added to the watchlist together.
1. Open the My Watchlist from Navigation Menu.
2. Choose Add Investments.
3. Enter the security you want to find.
4. Review All results and, if useful, select a security-type category such as Stocks.
5. Select the required securities into the pending list.
6. Choose Add Investments to add the selected items to the watchlist.
Example: searching and refining Add Investments results.
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9. Customer FAQ Library
Listed below are the commonly asked questions by users about the New watchlist.
Q: What is My Watchlist?
A: My Watchlist is a standalone watchlist page where you can view Stocks, Funds, LICs and ETFs using separate tabs and manage common watchlist actions from one place.
Q: Where can I find My Watchlist?
A: Open Navigation > Discover Investments > My Watchlists.
Q: Which watchlist opens first?
A: Stocks is the default landing view.
Q: How do I switch from Stocks to Funds, LICs or ETFs?
A: Use the security-type tabs on the My Watchlist page.
Q: Can I remove several investments at once?
A: Yes. Select multiple securities in the current watchlist and use Remove from watchlist.
Q: How many securities can I compare?
A: A maximum of five securities can be compared at one time.
Q: Can I compare more than five securities at once?
A: No. Keep the comparison selection to five securities or fewer.
Q: Can I set an alert from My Watchlist?
A: Yes. Select a security and start the alert action from the My Watchlist page.
Q: Can I set alerts for multiple securities in one action?
A: No. The New watchlist only supports adding an alert for one security at a time.
Q: Why do the columns look different for Stocks and Funds?
A: The available data points vary by security type, so Stocks, Funds, LICs and ETFs do not necessarily use identical data views.
Q: How do I change the data shown in the watchlist?
A: Use Columns at the top-right of the table and select one of the available predefined data views.
Q: Can I customize individual columns?
A: The New watchlist does not support editing/reordering the predefined column sets already given.
Q: How do I add a new security to my watchlist?
A: Use Add Investments, search for the security, select it, and then add it to the current watchlist.
Q: Can I filter Add Investments search results?
A: Yes. You can refine results by security type; the documented example is moving from All results to Stocks.
Q: Can I add several investments in one go?
A: Yes. Build a selection of multiple search results and add the selected items to the watchlist in one final action.
Q: Why do I have to select search results one at a time if I can add several together?
A: The documented multi-add workflow selects individual results into a pending list one at a time, then adds the selected group to the watchlist together.