Note: You may be seeing your filters located at the top of your page. This indicates you are on our older version of filters. To see how to enable Vertical Filters ,click here https://help.alpha-sense.com/en/articles/7983833-feature-preview
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
Run this pre-built search to load the latest press releases related to earnings season
Add your Watchlist to the search by selecting it from the Watchlist dropdown
Run the search with your Watchlist selected
After you name your search, save your search by selecting "Save Search"
Ensure you select the correct Dashboard is listed from the dashboard menu
Clicking "Save Search" will add it to your dashboard
STEP 3: Add an Earnings Transcript Search to your Watchlist Dashboard
Add your Watchlist to the search by selecting it from the Watchlist dropdown
Run the search with your Watchlist selected
After you name your search, save your search by selecting "Save Search"
Ensure you select the correct Dashboard is listed from the dashboard menu
Clicking "Save Search" will add it to your dashboard
STEP 4: Add an Earnings Broker Research Search to your Watchlist Dashboard
Add your Watchlist to the search by selecting it from the Watchlist dropdown
Run the search with your Watchlist selected
After you name your search, save your search by selecting "Save Search"
Ensure you select the correct Dashboard is listed from the dashboard menu
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:
