When creating new charts, reports, and lists, you will be asked how you want to add investments and/or data points, as applicable.
Potential options for adding investments
Name/Ticker: use the add investments dialog box to find investments by name or ticker
Search Criteria: use the search criteria dialog box to find a group of investments based on a complex query
My Lists: select one of your saved investment lists
Import List: use the import list dialog box to capture a list of investments created outside the application
Potential options for adding data points
New Data Points: use the edit data points dialog box to create new data points or to select from pre-defined data point lists
My Lists: select one of your saved data point lists