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Every watchlist tracks five 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.

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.

Tear Sheets

Any tear sheets generated for this watchlist. Unlike the four above, tear sheets are not discovered automatically: you write the instructions and run them from the Tear Sheets workspace. The Coverage 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. 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.