Create A PnL Portfolio Watchlist & Alerts For ThinkOrSwim

MerryDay

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How To Create A Portfolio WatchList:

Create a manual watchlist for the equities in your portfolio

1. Go to Watchlist tab​
2. Click on the lower hamburger menu icon
aHamburger.png
3. Click on Create Watchlist​
Screenshot (193).png
4. Create A Name For Your Watchlist​
5. Type in the symbols of all equities in your portfolio​
6. Save Your Portfolio Watchlist​
Screenshot (194).png
7. Click on the upper hamburger icon and detach watchlist​
9. In the available items box: type in P/L Choose the columns you want to add.​
Screenshot (195).png
10. In the available items box: type in position And you will find some additional portfolio columns you might be interested in:​
Screenshot (196).png
You can also create custom portfolio watchlist columns, which are discussed throughout this thread:​
 
Last edited:
To get alerts on the Portfolio Watchlist (that you created above)
  1. Open Scan Hacker
  2. Change the Scan In Box to only scan whatever you called the Portfolio Watchlist you created
  3. Put in your Alert criteria
  4. SAVE! (must be saved BEFORE setting up alerts)
  5. Click on the hamburger menu icon
    aHamburger.png
    right above the results.
  6. Choose Alert when scan results change.
ITAEWl3.png
 
Last edited:
To get alerts on the Portfolio Watchlist (that you created above)
  1. Open Scan Hacker
  2. Change the Scan In Box to only scan whatever you called the Portfolio Watchlist you created
  3. Put in your Alert criteria
  4. SAVE! (must be saved BEFORE setting up alerts)
  5. Click on the hamburger menu icon View attachment 1110 right above the results.
  6. Choose Alert when scan results change.
ITAEWl3.png
Hi Merry is there a way to take a strategy and turn it into an real buy conditional order under “Study” in the conditional setting? I noticed you can use strategies with P/L floating, but for conditional orders only studies are available for a buy order not the strategy. Is there an easy way to convert a strategy to use as a study for a real conditional order?
 
Hi Merry is there a way to take a strategy and turn it into an real buy conditional order under “Study” in the conditional setting? I noticed you can use strategies with P/L floating, but for conditional orders only studies are available for a buy order not the strategy. Is there an easy way to convert a strategy to use as a study for a real conditional order?
ToS does not make the floating P/L data available in the conditional order screen :(
 

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