Welcome to Questrade. In this video, we'll break down the account holdings chart on
your trading platform. We'll also explain how to navigate watchlists found in the same area.
The account holdings chart provides an overview of the stocks and ETFs you have in your account
meanwhile watchlists are a great way to keep your eye on stocks that interest you
before you invest in them. To get started simply log in to your Questrade account
and go to the trading area. When you get to the trading page
you'll notice a window on the right-hand side with two tabs, account holdings and watch lists.
Let's go over your account holdings first. Stocks displayed are for illustrative purposes only.
The account holdings tab will show a list of all the stocks ETFs or other securities
you're currently invested in. These securities will be listed by their ticker symbol and name.
Beneath each ticker you'll see how many shares you own if you own more than one account the
account number that these shares are held in will also be listed. The dollar amount to the right of
each security represents its market value based on the number of shares you own in the security.
In this example we own three shares of Apple. Since Apple's stock price is currently around
147 dollars, the value of those shares in our portfolio is about 444 dollars.
The percentage below the dollar amount shows open profit and loss referred to as open P and L this
represents the amount of money you've gained or lost from this position since it was first added
to your portfolio. The open P and L can also be viewed as a dollar amount by clicking on it.
If you click on the symbol price tab above, you'll see the current stock price on the right.
Below the price you'll see the percentage return of the current or last day. Clicking on it will
show you how much you've gained or lost in dollars for the current or last trading day.
Under the ticker, you'll see the average price per share you paid for this symbol.
If you click on one of the symbols in your account holdings it will bring up the symbols quote page.
For a detailed explanation of this quote page and additional information
please refer to our stock symbol walkthrough video which is linked in the description below.
Beside the account holdings tab is the watchlist tab. When you click here you'll be given the
option to create a watchlist. You can name your watchlist to keep the stocks you're interested in
organized. For this example we'll keep the default watchlist name.
Simply select add symbol to search for a specific stock then select it from the drop-down menu to
add it to your watchlist. You can easily search for stocks by the company's name or by their
ticker symbol. If you can't find a particular stock you're looking for, you can look up the
company's ticker symbol online or check out our stock symbol video for more details. Once you've
added the stocks you want to your watchlist you'll see their stock price and a percentage below it.
The percentage represents how much the stock has gone up or down throughout the current
trading day. If the markets are closed this percentage will show the previous day's changes.
You can edit, delete, or create new watchlists by clicking the three dots on the upper right
of the window. Through the editing feature you can rearrange the order your stocks appear in
by clicking and holding the two horizontal lines beside each ticker.
From there you can drag and drop your symbols to be in your preferred order.
If you want to remove a stock from your watch list simply click the trash can icon on the right side.
We hope you enjoyed this walkthrough of account holdings and watchlists. For more information
about our trading platform, please head over to our educational videos on our YouTube channel.