Watchlist
Follow it without owning it.
Keep an eye on what you are considering, priced by the same feed as everything you hold — and kept completely out of your totals, your gains and your tax figures, because you do not own it.
What the watchlist does and does not do
- Separate from your portfolio
A watched instrument never enters a total, a gain, an allocation or a tax figure. The valuation reads your ledger; the watchlist is a different table entirely.
- The same prices as everything else
Not a second feed with second numbers. A watched instrument is priced by the path that prices the one you own, so the figure you compare against is the figure you would get.
- A dash, never a guess
Where the feed has not resolved an instrument, the row shows “—”. It does not fall back to a stale price, an interpolated one or a zero — all three read as a fact and none of them is one.
- The mark, or your initials
Each row carries the issuer's own mark where we can legitimately source it, and the app's initials tile where we cannot. Nothing is ever redrawn or approximated.
The list itself
Three rows, and one of them cannot be priced.
That last row is not a mistake in the example. An instrument the feed has not resolved shows a dash, here and everywhere else in the product. It is the smallest possible demonstration of the rule the whole thing runs on: missing data is shown as missing.
Add anything in the catalogue to your list. It stays out of your portfolio until you actually buy it.
Information, not advice. Your capital is at risk.