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Earnings Season
Create an Earnings Dashboard
Create an Earnings Dashboard

Leverage this step-by-step guide to create a single view for monitoring all aspects of earnings season

Keoni Baccus avatar
Written by Keoni Baccus
Updated over a week ago

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STEP 1: Create a Watchlist

  • Select "Watchlists" to the right of the Company & Ticker search bar

  • Choose "Add New Watchlist"

  • Type in the company names/tickers for the organizations you'd like to include in your watchlist

  • Select Save. Then name your Watchlist

Step 2: Add a watchlist to the Dashboard

  • Select the "+" icon and name your dashboard.

    • Ensure you have the Portfolio Monitor template selected

  • Select the desired pre-existing watchlist

    • You can type in the company names/tickers for the organizations you'd like to include in your dashboard, although these will be under the individual companies section and not the watchlist itself in the Portfolio Monitor.

  • Select Add

This will load the latest Trending Transcript topics, Events, Broker Research, Expert Calls, Company Docs, and News related to the companies you've included in your Watchlist Dashboard.

STEP 2: Add an Earnings Preview Search to your Watchlist Dashboard

  1. Run this pre-built search to load the latest press releases related to earnings season

  2. Add your Watchlist to the search by selecting it from the Watchlist dropdown

  3. Run the search with your Watchlist selected

  4. After you name your search, save your search by selecting "Save Search"

  5. Ensure you select the correct Dashboard is listed from the dashboard menu

  6. Clicking "Save Search" will add it to your dashboard

STEP 3: Add an Earnings Transcript Search to your Watchlist Dashboard

  1. Run this pre-built search to load the latest company docs and earnings transcripts

  2. Add your Watchlist to the search by selecting it from the Watchlist dropdown

  3. Run the search with your Watchlist selected

  4. After you name your search, save your search by selecting "Save Search"

  5. Ensure you select the correct Dashboard is listed from the dashboard menu

  6. Clicking "Save Search" will add it to your dashboard

STEP 4: Add an Earnings Broker Research Search to your Watchlist Dashboard

  1. Run this pre-built search to load the latest broker research related to earnings calls

  2. Add your Watchlist to the search by selecting it from the Watchlist dropdown

  3. Run the search with your Watchlist selected

  4. After you name your search, save your search by selecting "Save Search"

  5. Ensure you select the correct Dashboard is listed from the dashboard menu

  6. Clicking "Save Search" will add it to your dashboard

STEP 5: Leverage the Search Library: Earning Season to add other searches to your Earnings Dashboard

Check out more pre-built searching in our Search Library: Earning Season and follow the same steps above to add them to your Earnings Dashboard

STEP 6: Reorganize your Earnings Dashboard for optimal viewing

To reorder your Earnings Dashboard searches, you can drag and drop the widgets or resize them to your liking. You can also delete the pre-made columns in the template for Broker Research, Expert Calls, Company Docs, and News if you so choose. You can find more info here.

And you're done! Your Earnings Dashboard should look something like this:

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