Adding Search Results to a WatchList or QuickFolio

After running a search in UniSearch, you may want to add the results to a WatchList or a QuickFolio to track the list of stocks that you found.

 

Adding Search Results to a WatchList:

  1. Open UniSearch

  2. Select a Search.

  3. Click "Run Search"

  4. Tag the stocks that you wish to add to a WatchList.

  5. Leave your cursor on any of the selected stocks, and right click to view the Options Menu.   

  6. Left-click "Add to WatchList". The Add to WatchList Window will appear.

  7. Select the Group that contains the WatchList to which you would like to add stocks or add new group by selecting "New Group".

  8. Left click the WatchList to which you would like to add the stocks. (If you would like to create a new WatchList instead, you may do so by clicking the New Icon at the top of the Add to WatchList Window.)

  9. Click OK.

 

Adding Search Results to a QuickFolio:

  1. Open UniSearch

  2. Select a Search.

  3. Click "Run Search"

  4. Tag the stocks that you wish to add to a QuickFolio.

  5. Leave your cursor on any of the selected stocks, and right click to view the Options Menu.   

  6. Left-click "QuickFolio...".

  7. Type a name for your QuickFolio then fill out the "Quickfolio Settings"

  8. Click "OK"

    

      OR

 

  1. Repeat steps 1-4.

  2. Select "Quickfolio" in upper right corner of screen near the print icon

  3. Choose All, Selected, or Top #.

     *Choosing Select All will Quickfolio all the records visible on the Viewer Screen, Quickfolio Selected will only create a portfolio for the stocks tagged, and QuickFolio Top... will create a portfolio for top number of stocks.

 

  

 

The new QuickFolio will be listed on the Portfolios tab.