What Is It?
Watchlists are a centralized hub for managing custom collections of entities relevant to your investment thesis.
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Customizable Entity Lists: Create lists of any searchable entity in the database, including public companies, private companies, and industries.
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Intuitive Interface: Manage and view lists easily on a customizable, grid-like page.
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Integrated Live Filter: Watchlists function as more than simple tracking lists; they are integrated live filters that instantly narrow your research scope across the entire platform.
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Focused Workflow: Instantly focus your due diligence workflow, from document search to analytical dashboards.
Why Use It?
Watchlists are designed to significantly enhance the speed, focus, and accuracy of your financial research, directly contributing to better investment decisions. By segmenting the thousands of available data sources down to only the entities that matter to your current analysis, you effectively cut through market noise.
The value Watchlists provide:
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Accelerated Due Diligence: Instantly apply a complex group of companies as a filter in the Document Search, saving you the time of entering each entity individually.
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Targeted Monitoring: Easily monitor the latest news, regulatory filings, and developments for a specific peer group or investment theme.
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Strategic Consistency: Ensure consistency in your analysis by applying the exact same defined group of entities across different features (Document Search, Dashboards, and AI Chat). You can maintain multiple, distinct lists, such as a "Holdings" list separate from a "Competitors" list.
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Control and Organization: Utilize user controls like the Entities filter within other platform features to select any of your saved Watchlists, instantly narrowing the scope of your results.