Watchlists

Equities Lab can tell you when to buy and sell the stocks in your screener. You can see at a glance how each of your stocks is doing.


If one of your stocks no longer meets the underlying Screener’s approval, the Heat Map will recommend “Sell” and offer another choice. There is no requirement for you to take action; you may rebalance as your preferred cadence dictates. Equities Lab will keep updating your watchlist for you on a daily basis, and you can even configure it to send you email updates.

If you want more details about a particular stock, all you need to do is click on it. Equities Lab gives you several paths to follow. Use the collection of Tear Sheets to find detailed financial information, ratios, and scoring results. View a graph comparing that stock to the SPY over time. Click tabs along the bottom to view the stock’s daily gain/loss table, monthly bar charts, candlestick charts, and extensive monthly and annual rankings that include standard deviation, Beta, Sharpe Ratio, and drawdown, to name a few.

If that doesn’t answer your questions, you are one click away from viewing your stock in Google Finance, Motley Fool, Seeking Alpha, Yahoo Finance, SEC, or Stockcharts.com. You can also log notes of your findings and ideas right in your stock’s record on the Watchlist.