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"Overview" view

Select "Overview" from the drop-down list. In the overview, you see all securities of the watchlist in a table. At the start of each row, there are various functions and commands for each position.

You find the following columns and functions in the position overview:

Function/column

Description

"Instrument search" icon

With this icon, you can open the quick search and add further positions to the watchlist.

For more information, see Add security to a watchlist.

Selected

Shows the number of positions currently selected in the overview table.

You can select the following commands from the menu:


Add text

If you selected a single position in the watchlist, then you can use this icon to add a text line above this position and enter any text. While you are typing, you see how many characters you can still enter.

In the context menu of the text lines, you also find the standard browser commands for text like "Copy" or "Paste". Please note that you can only paste unformatted text (that is, no HTML formatting) and that the number of characters is limited.

You can also add multiple text lines one after the other.

To delete added text rows, select them, and then select "Delete" from the "Selected" drop-down list.


Add separator

If you selected a single position in the watchlist, you can use this icon to add a separator above the selected position and enter any text.

To remove an inserted separator, select the position below, and then click this icon.

Use the "Separator" and "Text line" functions to group positions with headers.


"News" icon

Opens the news widget to show news for the corresponding security. If a "Company News" widget is already available in the dashboard, then the news are shown in this widget, otherwise, a new "Company News" widget is added at the bottom of the dashboard.

The icon shows if there are current news for a security:

In this example, news are available for the securities "VOLKSWAGEN AG VZO O.N.", "DAIMLER AG NA O.N.", "DEUTSCHE BANK AG NA O.N." and "SAP SE O.N.", but not for the other visible securities ("News" icon turned off).


"Row menu" icon

Click this icon to edit, delete or quickly open the position show in this row in another widget.

For more information, see Edit position of a watchlist, Delete position from a watchlist and Commands in the widget menu.

Columns

You can show or hide the columns of the position overview in the settings that you open with the widget menu icon. The following columns are available in the "Overview":

  • % (Percentage change)
  • ±YTD % (percentage change Year-to-date)
  • Net change (Absolute change)
  • Entry date
  • Entry price
  • A-Amount
  • Underlying
  • Ask
  • B-Amount
  • Bid
  • Trading venue
  • Instrument ID
  • ISIN
  • Annual high
  • Annual low
  • Price
  • Name
  • Name (short)
  • Note
    With the "Copy note" icon, you can copy the entered texts when the note is open.
  • Symbol
  • Trend
  • Cum. turnover
  • Delay
    The Arbitrage section explains the symbols in this column.
  • Cum. volume (qty.)
  • Volume (qty.)
  • Ccy./Unit
    The currency is usually displayed here, but for percentage-quoted bonds, for example, "%" is displayed. If you would like to display the "actual currency" for such securities as well, you can drag the currency field with ID 48 into the list by using the "All Fields" widget.
  • WKN
  • Time
  • 52-week comparison
    In this column you, can see the current price compared to the 52-week low ("left edge of the bar") and 52-week high ("right edge of the bar"). For a small example, see Arbitrage.

For more information, see (49-en) Settings in the "Watchlist" widget.

As in other tables, you can re-sort the position overview by clicking a column header. For more information, see Sort tables in widgets.

You can also move an individual position in the position overview to a new place by dragging it there at any time.

In addition to these standard columns for the position overview, you can also add any other columns from the "All fields" widget. For more information, see Add fields from the "All fields" widget to watchlist or portfolio.

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