PLAYBOOK P7

Build and use a watchlist

A place for ideas to wait, each with a written reason, so the waiting does some work. — 5 steps

SCREEN
Dashboard → Wishlist
PLAN
Investor

Checked against the app on 25 September 2026

Your watchlist — the app calls it the wishlist — holds shares you're interested in but don't own. Add one from any screener result with Add to wishlist, or search from the ⚙ settings of the Wishlist widget, which lists each idea with its price, today's move and its yield. Adding works on every plan; the widget that shows the list is part of the Investor plan.

A list of names is only half a watchlist. The other half is why each one is there and what would make you look again — a yield, a price, a set of results — written when you add it, in an investment journal such as Notes & ideas. For the same dividend, a lower price means a higher yield, so a yield that has risen only because the price fell is worth reading twice: that's how a yield trap looks from the outside.

Add the ideaWrite why, and what would change your mindReview against the note, not the price

The app keeps the list. The reasons are yours to write.

DO IT IN THE APP

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  1. In the screener, open a result's detail view and choose Add to wishlist. Open the screener →
  2. Or add Wishlist to your dashboard and use Search for a stock in its ⚙ settings.
  3. For each idea, write a line in Notes & ideas: why it's there, and what would make you act on it or drop it.
  4. Turn a yield you'd consider into a price with the tool below, and put that price in the note.
  5. When you review the list, read each note before you look at the price.
Find ideas in the screener →

Educational content only. It is not personal financial advice.

TRY IT

The yield behind a price

Work out the price at which a dividend you're watching would give the yield you'd consider.

Yield at today's price
4.00%
Price for a 5.00% yield
24.00
Change from today's price
−20.0%

At 30.00 a share, a dividend of 1.20 a year is a 4.00% yield. It would yield 5.00% at 24.00 — 20.0% below today's price — if the dividend stayed where it is.

  • Price and yield move in opposite directions for the same dividend. A yield that has risen because the price fell is worth reading twice: the market may be expecting a cut.
HOW IT'S WORKED OUT