Watchlist function in Portfolio Performance

Hi!
I am a newbie usings PP and saw at this forum that PP has a function
for watchlists.

How can I use and reach this function? Can´t find it!

/Leif

You can create the security like any other.
Now you can create and display an attribute for securities of the type “Limit”. You then maintain this for the security. You can then display it in a dashboard/report using the “Show limit” widget.

Bildschirmfoto_2023-12-15_19-59-34

Click on the “+” and name your new watchlist.

Now you have a new folder (?) like the “Watch” in my screenshot.

You can add securities from “All securities” with drag’n’drop into your watchlist.

1 Like

ThankYou!

/Leif