Creating and Monitoring Watch Lists at Morningstar.com
Morningstar.com has some good tools for creating and monitoring watch lists and portfolios. For watch lists, you only need to enter the ticker symbol of the stock or fund to be watched. For portfolios, you need to also enter the number of shares, purchase price, and date of purchase. Following are instructions on how to create a free Morningstar account and how to log in:
For portfolios and watch lists, click on Portfolio on tab bar at top.
You can then create a watch list as follows:
Create watch list
Click on Portfolio on tab bar at top.
Click Create, then New Watch List.
Enter Your Watch List's Name where so indicated.
Under Ticker, enter the ticker symbols for each of the stocks, funds, or ETFs that you wish to watch.
You can then export this watch list to a CSV (comma-separated values) as follows:
Click Create, then Export, then Export Portfolio.
Press "Start Export".
(This will export the portfolio to a CSV (comma-separated values) file in the Downloads directory. This file will contain the Name, Ticker, Shares, Price/Cost, Commission, and Date of each fund or stock. The file can now be copied elsewhere).
You can similarly import a watch list from a CSV file as follows:
Click Create, then Import.
Press "Choose File", navigate to the CSV file containing the portfolio, and press Open.
After "Enter name:", change name if desired OR
After "Import to:", select "New Portfolio" and enter a name for the new portfolio.
I've posted views of five ETF watch lists at this link. You can import those watch lists from the following links: