Views, Buy Targets, and Signals

The watchlist is one list with five lenses. Switch between them with the view pills above the table; each view is shareable, since the selected view and list ride the URL.

The Views

• Price Dip Finder (default): spots tickers sold off versus their own averages (price vs the 50-day and 200-day lines and the 52-week high), with a sparkline for context.
• 52-Week Lows: ranks your list by how close each stock trades to its 52-week low, closest first. Each row shows the price, how far above the 52-week low it sits, the low itself, a range bar marking where the price falls between the low and the high, and the distance from the 52-week high. A stock within 1% of its low gets an At Low badge, and one within 5% gets Near Low.
• Dividend Overview: the full dividend picture per ticker (forward and trailing yield, annual dividend, payment frequency, the next dividend with ex-dividend and pay dates, 1/3/5/10-year dividend growth, and payout ratios against both earnings and free cash flow).
• Price Target Tracker (Pro): set a buy price per ticker; the row shows how far the price is from your target and flips to a buy signal when it gets there.
• Yield Target Tracker (Pro): the same idea for income buyers. Set a target yield, and the row signals when the stock's yield reaches it.

On a free account the two tracker views show a lock on their pills. Opening one shows a sample of the real tracker table rather than your data.

Custom Views (Pro)

Build the table yourself. New View (after the five views, and in the Custom Views menu once you have one) opens an editor where you name the view, start from a template (Valuation, Forward Valuation, Margins and Returns, Growth, Cash Flow, Dividend Safety, Shareholder Yield, Balance Sheet, Income Growth, Dividend Compounder, REIT Check, Bank Check, Fund Check) or from blank, pick the metrics you want, and put the columns in order: drag the handle with a mouse, or use the arrows on a phone. The metrics cover prices and performance, valuation multiples (trailing and forward: P/E, PEG, P/S and EV/EBITDA on next year's analyst consensus, plus P/B), dividends and dividend growth (the Chowder Number among them), and every Stock Screener metric (margins, returns on capital, revenue and EPS growth, debt, cash flow, buybacks, shareholder yield), fund expense ratios, and for equity REITs their FFO and AFFO per share, growth, payout and P/FFO and P/AFFO against their five-year medians, from the REIT's own earnings releases. A REIT that does not publish AFFO (Federal Realty prints FFO only) reads Not Reported in the AFFO columns; its FFO columns carry the numbers. The guidance columns show what the REIT guides for its current fiscal year: the FFO or AFFO per share midpoint, the growth it implies over last year, and the price over it. A figure shows only when it comes from the REIT's latest earnings release and checks out against the release's own wording and the REIT's reported results; otherwise the cell is blank.

Add a Formula builds a column from two others: Dividend Yield (FWD) plus 5Y Div CAGR, ROE minus ROA, FCF divided by Revenue. Percents combine with percents, a money column with the same money column, and plain numbers with each other.

Show picks which rows a view lists: every security, only stocks or funds, one kind (REITs, Banks, Insurers, Asset Managers, Midstream) or one sector. Generic metrics can mislead across security types (an earnings payout on a REIT, a debt ratio on a bank), so a REIT view on a mixed list can show only the REITs. REIT Check, Bank Check and Fund Check start with their kind picked; change it from the Show menu above the table, and the view remembers it.

Each view saves to your account in the Custom Views menu, remembers the column you last sorted by, and works on every list here and on the Custom Views tab of your Portfolio. Valuation multiples and yields use the live price in the same row; company fundamentals update every night. Edit View changes the columns any time, and the CSV download matches the view. On a free account the Custom Views tab shows a sample instead.

Setting Buy and Yield Targets (Pro)

Open a row's target editor to set a buy price, a target yield, or both. Every row also takes a free-form note from its own note action (notes are free for everyone). Both live in the row's ⋯ menu; on a phone, touch and hold the row. Targets are the input the tracker views and signals run on. If you set targets in the old terminal before upgrading rules changed, they still render on a free account and can be removed; you just need Pro to set new ones.

A yield target can be a fixed yield (say, 7%) or a percentile of that stock's own yield history. Pick a percentile (75th, 90th, 95th, 98th, or a custom 50–99) and a 5-year or 10-year window, and the target resolves to the yield the stock has only offered that rarely (the tracker cell shows it as "P90 · 4.31%"). Percentile targets keep adjusting on their own as the stock's history rolls forward. A stock without enough dividend history for the chosen window can't take a percentile target. Set a fixed yield instead.

A buy-price target works the same way, keyed to valuation instead: a fixed price, or a percentile of that stock's own P/E history. Note the direction flips: for P/E a lower percentile is the cheaper entry (the 10th percentile is a multiple the stock has only traded at 10% of the time), so the presets run 5th, 10th, 25th, 50th, custom 1–50. The target stores the multiple, and the tracker cell shows it alongside the implied buy price at the stock's current earnings ("P25 · 42.2×" plus the price), so it tracks earnings reports automatically. Loss-making stocks can't take a P/E target, and stocks whose P/E history is too short or too distorted (trailing earnings collapsed, sending the multiple to extremes) are declined rather than given a nonsense target.

Applying One Percentile to a Whole List (Pro)

The control row above each tracker sets every stock on the active list to the same percentile at once (yield history on the Yield Target Tracker, P/E history on the Price Target Tracker). Because that replaces every existing target of that kind on the list, including ones you set by hand, it always asks you to confirm first, naming the list and how many tickers it covers. Stocks that can't take the target (not enough history; for P/E also loss-makers and distorted histories) are skipped and counted in the result ("Applied to 42 of 45 (3 skipped for insufficient history)"). The other tracker's targets are never touched. On a phone the control row is one line; tap Edit to change the percentile or apply it, and each tracker row shows its signal right after the ticker.

How the Signals Work

Each tracker signal has five levels, so you see momentum toward a target, not just a binary yes/no:

• Super Buy: well past your target (roughly 10%+ below a buy price, or meaningfully above a target yield)
• Strong Buy: comfortably past it
• Buy: at or past the target
• Getting Close: within striking distance
• Not Yet: still above your buy price (or below your target yield)

The Heat Map

Toggle the table into a heat map: an equal-size tile grid of your list with a color-and-sort picker that maps the metric of your choice: price-action lenses on the Dip Finder (defaulting to distance below the 200-day average), 52-week-low lenses on 52-Week Lows (defaulting to distance above the low, so the stocks at their lows cluster first in red), dividend-health lenses on the Dividend Overview (defaulting to forward yield). It's the fastest way to read your whole list at a glance. On a phone, tap a tile for a preview with a button to open the stock.