1
Start a watchlist
Tap New on Watchlists, or Add a Watchlist on an account. On the web, New plan on Plans, or ⇧N, then P, anywhere.
2
Answer Which accounts do you want to watch?
Unnamed, it’s named after its accounts (“Cash and Savings”).
3
Tap Add
- A target mix: with two or more assets, Edit Watchlist sets each one’s share, adding up to 100%: “65%, aiming for 60%”.