Name one of your available lists
Sign in to your account with valid workspace access. Find “My instruments” above the chart. A regular account has three lists, each holding up to 100 instruments.
Choose a slot under “List”, press “Edit lists” and check that the same list is selected in the dialog. Enter “My review” under “List name”, then press “Save”. Names may contain up to 40 characters. Wait for “Lists saved.” You name an existing slot rather than create an additional slot.
Add two current instruments
Open the intended instrument in the workspace as usual and check its symbol. Press “☆ Add to list”, choose “My review” in the dialog and press “Save”. Wait for “Instrument added to the list.”
Repeat for a second instrument available to you. The active chart supplies the instrument being added, so check which chart is active when using two charts. A supported two-symbol ratio can also be stored, but adding its symbol does not check data availability.
Open an instrument from the list
Under “My instruments”, choose “My review”, then an entry under “Instrument”. Choosing the list only displays its contents. Choosing an instrument starts loading it into the active chart; there is no separate list-opening button to press.
Wait for loading to finish. Check the instrument symbol, selected period and result message. List controls may be disabled while the chart loads. An entry in a list is not confirmation that its chart loaded successfully.
Change the order and membership
Open “Edit lists”. The ↑ and ↓ buttons reorder entries. “Move to…” transfers an instrument to another list and removes it from the original. The × button removes only that entry from the selected list.
Press “Save” after editing and check the row above the chart. “Cancel” closes the dialog without saving changes. An instrument cannot appear twice within one list; a transfer into a list already containing it is refused.
What a personal list saves
A personal list helps you select an instrument again. Workspace content and visual layout use separate saving actions. Use the table to check what you have actually saved.
| What you want to keep | Where it belongs | What to check |
|---|---|---|
| List name, symbols and their order | Personal lists in your account | Save and select the list again |
| Instrument chart and data availability | Checked when the chart loads | Wait for the intended symbol to load successfully |
| Period, analysis settings, points and drawings | Saved workspace, separately | Use the workspace-saving action |
| Dimensions, theme and panel arrangement | Saved workspace view, separately | Open the view and compare its appearance |
When saving or opening fails
If another window changed the lists, press “Reload lists”, make the intended edits again and save. Read the current list first; unsaved edits are not accepted changes. For a duplicate message, check the existing entry. At the 100-instrument limit, use another slot or remove an unneeded entry.
If an instrument does not open, read the chart-loading message. Saving a symbol does not add quotes or grant data access. Finish by selecting “My review” again, opening both entries in turn and checking that the intended instrument appears and loading succeeds.
Primary sources
Sources explain the mechanics and limitations; the editorial examples use invented numbers rather than market quotations.
Your next practical step
Open your workspace and build a small list from instruments already available to you. The guide explains personal-list controls.
Open the workspace instructions ↗