Research Wizard works with special portfolio file called a Ticker List. A Ticker List is a text (tab-delimited) file with one column of data - companies' tickers.
There are several ways you can create a Ticker List. You can save the companies that passed your screening criteria or you can manually enter the ticker symbols to the Ticker List.
To manually create a Ticker List, follow these steps:
1. From the Portfolio menu, select the Enter New Ticker List command or click the New Ticker List button. The Ticker List dialog box will appear.
![]()
Ticker List dialog box.
2. In the Ticker box, type a ticker symbol.
3. Click Add Ticker or press Enter.
4. To view the list of all available companies, use the scroll bar to browse the Full Universe selection. Select a company from the list and click << Add.
5. After all of your tickers have been entered, click Save As and then Apply to make the newly created Ticker List active.