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Knowledge Base

Watchlist - Columns

Overview


For an overview on Watchlists, please click here.

Columns


Column Breakdown


The following columns are available in a Watchlist:

  • Change (%) - The Net Change of the security displayed as a percentage rather than a dollar value.
  • Chart Preview - Hover your mouse cursor over the Chart Preview column and a small preview of the securities chart will display. Left clicking on the chart preview will open a chart for the selected code.
  • Code - The code of the security.
  • Currency - This is the currency of the security.
  • Direction - The direction of the security is calculated by comparing the latest price to the previous days Close.
  • Exchange - Which exchange the security trades on.
  • High - The High price for the selected security.
  • Last - Displays the Last price the security traded at.
  • Last Date - Displays the last date data was added to the security.
  • Last Time - Displays the last time data was added to the security. (Real-Time data only)
  • Low - The Low price for the selected security.
  • Market Cap - The market capitalisation for the security if it is an equity.
  • Name - The full name of the security.
  • Net Change - The Net Change of the security is calculated by (Latest price - Previous Days Close).
  • Open - The Open price for the selected security.
  • Volume - The number of units traded for the day.
  • Yearly Range - The range that this security has traded over the previous year.
Real-Time data only
  • Ask - The cheapest price on the market the selected security can be purchased for.
  • Ask Size - The number of units available on the market at the current Ask price.
  • Bid - The highest price on the market the selected security has listed, as an unfilled order.
  • Bid Ask Spread - The difference between the current Ask price, and the Bid price.
  • Bid Size - The number of units wanting to be purchased on the market at the current Buy price.
  • Lot Size - The volume of units processed in the last trade.
Fund/Portfolio Linked data only
Some Symbol Lists that Watchlists are linked to can have both Portfolio Weight and Benchmark Weight fields. Optuma uses these to calculate and display the following fields.
  • ActiveWeight - The difference between the Benchmark weight and the Fund weight.
  • Benchmark Weight - Considering the total weight of the benchmark, how much does this equity contribute?
  • Fund Weight - Considering the total weight of the portfolio, how much does this equity contribute?
Trade Linked data only
When a linked list is pointing to a portfolio that has the entry date and price, the following fields will be used to display important information about those trades.
  • Average Unit Cost - The average cost for the holdings.
  • Percent Profit - Displays the profit as a percentage.
  • Profit Loss - Displays the profit as price.
  • Total Holdings - Total number of shares/contracts being held.
  • Total Value - Total value of the Holding (Shares x Last).
Note: This requires access to Professional Services and Bloomberg Terminal.
Journalling Linked data only
Optuma has an integrated Journalling system that is designed to help clients keep notes about their trades. When that system is being used, the following fields are used in the Watchlist.
  • Note - This field will display the last Journal added.
  • Note Date - The date of the Last Journal entry.
  • Recommendation - When using Optuma Journalling, this displays if it has been rated a Buy, Hold or Sell.

Adding a Column


Left-click on the + sign located to the right of the last Watchlist column.

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In the window that displays, left-click on the column you wish to add.

The Watchlist will update to display the new column.

Removing a Column


The fastest way to remove a column from the Watchlist is to go to the column header along the top row of the Watchlist. Hover over the column you wish to remove and left-click the small red x displayed.

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Moving a Column


To move a column, go to the column header along the top row of the Watchlist. Hover over the column you wish to move, left-click and hold the mouse button down while moving your cursor to the position where you'd like the column to display. Once you're in the desired location release the left mouse button and the column will drop into place.

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Analysis Columns


For those who wish to track more detailed information, Optuma Watchlists include Analysis Columns. An Analysis Column allows for a formula to be entered and the result for each security in the Watchlist will be displayed. If the formula has a true or false result (e.g. is Gann Swing Up?) then that cell in the Watchlist will be coloured so it is obvious that the condition has been met.

To add an Analysis Column left-click on the + sign located to the right of the last Watchlist column.

In the window that displays, left-click on New then select Script Column.

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The Add Analysis Column window will display.

In this window enter a header for the Column ("ROC" for example). Then enter the formula you wish the column to display, or calculate from. For more information on the Optuma scripting language, please click here.

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Once an Analysis column has been added, it will either display the indicators current value, or a True / False label.

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Custom Column Headings


For any columns that you add to your Watchlist, you can customise the label to something of your choosing.



To change the label, right-click on the column heading and then from the menu that displays alter the click on the column heading and then from the menu that displays, alter the Column Label as needed.

Cloning a Column


Custom script columns can be cloned in watchlists.



This is a great time saver when wanting to add several new columns to your Watchlist which have similar underlying scripts with only a few modifications needed.

Note: This option is only available for columns using scripts, not for standard column options such as Code, Last, etc.

To clone a script column right click on the column header. In the menu displayed go to the Clone Column option and left click. The new column will be added to the end of the Watchlist.



Lock Column View


Columns in Watchlists are able to be locked so that they always remain in view. This is especially useful when space is limited and your Watchlist contains more columns than can be displayed in a single view.



To lock a column view in place, right-click the column header along the top of the Watchlist. In the menu that displays tick the checkbox next to Freeze Column.



Now as you scroll through the Watchlist the locked column will always remain in view.

Alert Columns


The Alerts column displays the closest Alert price Above and or Below the current closing price.

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Alert prices above the close are shown on the left of the column, and those below the close are shown on the right, separated by a | symbol.

These values can be referenced in the NEARESTALERT() scripting function.
https://help.optuma.com/kb/faq.php?id=1104


Create an Alert from a Watchlist Column


An Alert can be set from a column in the Watchlist (Standard columns or Custom Script Columns), in a similar way you can set a Price / TA alert from a chart.



To do this right-click on the column value and then select Create Alert. The column values must be a number for it to support alerts.

Multi-Column Sorting


Multi Level sorting is supported in Watchlists. For example, you may want to sort the Watchlist rows by Change % and if the 5 Day SMA > 20 Day EMA.



In the above image, the Multi-Column sorting has been selected from the Properties menu. However, it is also possible to hold the Ctrl key down and then left-click on the Column headings that you want to sort the columns by.



Column Display Style


The Display Style, by default, is set to Auto which will display a value. However, this can be set to display a graphical representation of the yearly range or even as a graph.



The above example shows an RSI column set to display as a Yearly Range. CAT is at the high end of its yearly range, whereas MMM is at the lower end.

Column Type


Watchlists columns (sourced from Scripts or External Data Fields) can be set to display as either text, date, a number, currency or a percentage.



In the above example, the Watchlist Column Change% Wk is using the following script:

((CLOSE() - CLOSE(WEEK(), OFFSET =1))/CLOSE(WEEK(),OFFSET=1) )

By default, the column would display the results as numerical values only; with the Column Type option, they can be displayed as actual percentages.

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