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.