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Creating a MarketWatch Profile

Ticker Product Support
  • Updated

 

You can create a Marketwatch profile by selecting symbols from various segments as per requirements.

  1. Click Tools > PortFolio > MarketWatch.
    The MarketWatch Portfolio window is displayed.

     

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  2. In Create > Portfolio, enter the name for your portfolio.
    From Portfolio Search > Exchange, choose an exchange.

  3. Specify the options in Portfolio Search:

The search options that are displayed depend on the exchange selected.

  1. Fields

    Description/Example

    Instrument Type

    Type of instrument.

    For example, Spot, F&O.

    Instrument

    Instrument name.

    For example, Commodity Futures, Currency Futures, Index Futures , Index Options , Stock Futures , Stock Options in case of F&O.

    Option Type

    Call or put option.

    Index

    The index the instrument belongs to.

    For example, BSE SENSTIVE, S&P CNX NIFTY

    You can search for all scrips within an index by choosing the index name from Index and then add them to your portfolio.

    Sector

    Specify an economic category to search scrips within a particular sector.

    For example, Banks, IT, Metals, Construction.

    Symbol

    Enter the symbol of the instrument you want to add to your portfolio.

    We use the exchange symbology. Enter at least two characters from the symbol to get the required instrument.

    For example, to add Reliance Industries type:

    Reliance for NSE

    RIL for BSE

    Group/Series

    Specify the group/series to which the instrument belongs. Specify group/series if you want to search the instrument on those parameters.

    For example, in case of BSE stocks, you specify the group as A, B, S, etc.

    Contract Type

    Specify whether the futures contract required is a NEAR/ NEXT / FAR month contract.

    Expiry Date

    Specify the expiry date for the option.The futures contract will automatically rollover on expiry in case contract type i.e. NEAR/NEXT/FAR is specified instead of a particular expiry date being selected.

     

Trading Type is applicable in international segments where trading types exist as electronic, ring, interoffice etc.

  1. Click Search.
    The search results are displayed.

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  1. Select the desired result and click Add.
    The selected result is added in Portfolio Results.

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Click Add All to add all the search results in Portfolio Results

Select an entry from Portfolio Results and click Remove to remove it from the results list.

Click Remove All to remove all the entries from the Portfolio Results.

  1. Click Save.
    The PortFolio window is displayed.

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  1. Click Yes to save the portfolio.
    Your MarketWatch portfolio is created.

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