v3.28: Table Views & Portfolio Import

We've introduced two new improvements to the My Watchlist functionality that will make your table creation faster and more efficient.

1. Table Views Import

Rather than creating views manually when creating a new watchlist, now you have the option to import views directly from other existing watchlists. Simply go to the table view dropdown, click on “Import Table Views” and select the watchlist with the table view you need.

Similarly to watchlists, you can import table views in the screener.

Check out this article on how to use table views.

2. Portfolio Import in Watchlists

Effortlessly import your portfolio data from a CSV file, eliminating the need for manual entry. The imported portfolio columns encompass tickers, quantity, cost basis, and purchase date, ensuring a seamless and efficient transition of your investment information.