How to use WatchCharts Portfolios
Use WatchCharts Portfolios to manage, and track prices for collections of watches. Keep an eye on the valuation of your personal collection, your wishlist or a theoretical portfolio of your creation. In this article, we’ll provide a deep dive on how to use WatchCharts Portfolios.
You will need a free WatchCharts account to create and manage your portfolios. If you don’t have an account already, you can click here to sign up.
Your WatchCharts account is set up with two portfolios by default: “My Collection” and “My Wishlist”. You can add watches to these existing portfolios, or create a new portfolio by clicking the “Add New Portfolio” button. On desktop, this button will appear on the left sidebar. On mobile, it will appear as an option in the portfolio selector dropdown.
Each portfolio is given a name and contains a group of watches. We also display a total value of the portfolio, as well as a chart showing the overall performance of the portfolio. For example, here is a portfolio named “Rolex” that contains the most popular Rolex sports models:
You can select exactly one portfolio to be your the default portfolio for your account. This portfolio will show up at the top of your portfolio list, and will also be the default choice when it comes to selecting the portfolio to add a watch to. The default portfolio can be renamed, but it cannot be deleted.
To make make a portfolio the default portfolio, click the “Make Default” button on the top right of the screen for desktop, or middle of the screen for mobile. You also have the option to rename and delete these portfolios.
Now that you have your portfolios set up, it’s time to add some watches. You can add a watch to a portfolio anywhere you see the briefcase button. Here are a few examples:
After clicking on the briefcase icon (in this case for the Rolex 116500LN), the following menu will appear:
In this menu, you have a few options.
- Choose the portfolio you wish to add the watch to. You also have the option of creating a new portfolio here. Note that you can add the same watch to multiple portfolios.
- Check this box if you already own the watch. This will allow you to enter details about the purchase date and cost basis (how much you paid for it).
- Add any notes that you wish to keep about this watch here.
- Click this button to add the watch to the selected portfolio.
- Click this button to be taken to your main Portfolios page described earlier in this article.
Once you have selected the portfolio and entered any relevant details, click the green “Add Watch to Portfolio” button (item 4). You will receive a confirmation that the watch has been successfully added to the portfolio, as shown below:
You now have the option to update the watch, if you need to make any changes to the purchase date, cost basis, or notes. You also have the option to delete the watch from the portfolio. Note that deleting the watch will also delete the details associated with it. However, if the watch has been added to multiple portfolios, deleting it from one portfolio will not delete it from others.
You can also access the same menu and make changes for each of your watches from the Portfolios page, again by clicking the corresponding briefcase icon.
If you have any further questions, you can contact us via email at watchcharts@watchcharts.com.
You can also check out our how-to guides for using the WatchCharts price alerts and bookmarks features.
