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Building Watchlists

Save time when you need to run thematic searches across the same group of multiple companies regularly by creating a Watchlist.

Mark Jones avatar
Written by Mark Jones
Updated over a week ago

Searching across multiple companies gives you an understanding of how key industry players are thinking about a specific theme or trend.

To create a Watchlist:

  1. Click on the grey Watchlists button next to your Company/Ticker search bar.

  2. Select Add New Watchlist.

  3. Here you can type company names individually in the top left entry box, or upload them as a group by copy pasting tickers into the larger field - click the Validate button below to add these to your Watchlist.

  4. Once your list is complete, click Save, name your list and select Create New Watchlist.

You can now overlay your Watchlist to search for any theme or topic across all of the companies you monitor.

To bulk import Watchlists

To create or update watchlists, you can send an email to [email protected] with an attached spreadsheet (.csv, .xls, or .xlsx format). This can be leveraged for yourself or your team to create a single watchlist or multiple different watchlists.

  1. Create a spreadsheet (.csv, .xls, or .xlsx format) - there should be no column headers

  2. In Column A, have the email address of the user(s) you'd like the watchlist made (can be for yourself and/or your teammates)

  3. In Column B, provide the name of the Watchlist to be created/updated

  4. In Column C, provide the company identifier (CUSIP, SEDOL, ISIN, AlphaSense Ticker, Bloomberg Ticker)

Attach this spreadsheet to an email and send it to [email protected]. Every time you email [email protected], you will receive a status email in response that will identify which rows have succeeded or failed (and if failed, provide the reason for failure). Note: You can only create/update watchlists for users at your company.

To add a Watchlist to your Dashboard:

While creating your Dashboard, ensure you select the desired Watchlist to be added to your Portfolio Monitor

How do I export companies in my search results to a watchlist?

Hover over the company name in the “Companies in Search Results” module and click +Watchlist to add to existing or new watchlist.

Can I share watchlists with other people at my company?

Yes, you can send a copy of a Watchlist to individuals, groups or everyone at your company. You can learn more about sharing watchlists here.

Can I access Watchlists created by other people at my company?

Yes. Ask them to send a copy of a Watchlist with you and it will automatically show up in your Watchlists.

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