Sharing Watchlists

Help your team save time by sharing watchlists

Sharing Watchlists make it easy for anyone at your company to search across a pre-set list of companies.

To send a copy of a Watchlist:

• From the Company/Ticker search bar, open the Watchlists dropdown.

• Hover over a Watchlist, and click the three-dot menu > Manage.

• From there you can send a copy to individuals, groups, or your entire company. Watchlists shared with you appear automatically in your dropdown.

Anyone at your company can now use your pre-built Watchlists to search for any theme across all the companies you monitor.

FAQ

If I change my watchlist will it be updated for other members on my team?

• No, when you share a Watchlist they will receive a copy that they can manage on their own.

Can members on my team edit the watchlists I share with them?

• Yes, they can manage the Watchlist as if they created it.