Skip to main content
Every watchlist tracks four things for the securities on it. There is nothing to switch on: add a CUSIP and it is covered from that point. The Coverage pane on the watchlist detail page links to a page for each one, followed by the data tables and tear sheets set up on the watchlist.

Document Publications

A row every time a new disclosure is published for any entity on the watchlist, with the entity, filing date, document type, filing type and a link to the document. Rows you haven’t seen yet are marked with a green dot, and a +N badge on the Coverage pane counts them. Each of these filings also gets an AI-generated summary with key takeaways and an overall sentiment. To read it, open the same filing in Surveillance, where you can also set a priority, mark it completed, or open a Deep Dive session scoped to that disclosure.

Moody’s Ratings

Rating actions from Moody’s for the securities on the watchlist.

S&P Ratings

Rating actions from S&P: upgrades, downgrades, new ratings and withdrawals, each with the rating it landed on, the prior rating, CreditWatch, outlook and the date it took effect.

Price Updates

An entry each time a bond on the watchlist trades. Useful when you want a heads-up on activity instead of waiting to spot it in the daily flow.

Data tables and tear sheets

Below the four feeds, the Coverage pane lists every data table and tear sheet set up on this watchlist, data tables first, each marked Draft until it has run. Unlike the four above, these are not discovered automatically: you write the instructions and run them from their own workspace. Each entry is a shortcut into it.

How often it updates

The platform sweeps every watchlist every ten minutes for anything new, with a full sweep once a day to catch changes the incremental pass cannot see. Rating actions arrive with the daily Moody’s and S&P feeds. Nothing needs re-triggering.

Where output shows up

In three places:
  • The watchlist detail page, one page per coverage type, newest first.
  • Surveillance, the cross-watchlist feed, with filters by watchlist, entity, type, period and status.
  • The bell in the header, for activity that finishes while you’re in the app.
For comparable metrics rather than a feed, point a Data Table at the same watchlist.