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 Insights 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 Insights Platform, this is the screen you will see upon signing in for the first time (Figure 1):

Figure 1 No watchlists yet

You can import a portfolio or search for companies by selecting Create Watchlist (Figure 2):

Figure 2 Create Watchlist

If you have a pre-existing portfolio, it will automaticall be displayed (Figure 3):

Figure 3 Pre-existing portfolio

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 like shown below (Figure 4):

Figure 4 Additional Watchlists

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