What is a Watchlist?

Rather than have a list of tens or hundreds of companies in your portfolio, each user can create multiple portfolios within their Symphony Analytics platform profile called a Watchlist.

The Watchlist works the same way as the current portfolio system. You can import a list of tickers either from Bloomberg Terminal or as a .csv file.

If you are new to the Symphony Analytics platform, this is the screen you will see upon signing in for the first time.

You can import a portfolio or search for companies by selecting Create Watchlist.

Creating additional Watchlists is the best option if you want to monitor companies in different sectors or want only a limited number of companies in each Watchlist. As you continue to create more Watchlists, they will display as a list.

Once in a Watchlist, you can go back to your main list by selecting Watchlist.