The watchlist page
Watchlists (/platform/watchlists) is a 3-pane layout:
- Left sidebar: your watchlists. Click to open. Hover to rename or delete.
- Centre pane: the resolved entities and CUSIPs on the selected watchlist.
- Right pane: assignments and intrinsic feeds, plus the events those have produced.
Creating a watchlist
From the left sidebar:1
Name the watchlist
Pick a name that makes its purpose obvious. For example, “Texas hospitals”, “Charter schools 2024 originations”, “Toll roads tear sheet”.
2
Paste CUSIPs or entity names
Drop one or more CUSIPs (or full obligor names) into the CUSIPs/entities field, comma- or newline-separated.
3
Submit
The platform resolves each input to an obligor, dedupes against entities already on the list, and surfaces anything it couldn’t recognise so you can correct it.
Adding more CUSIPs later
On the watchlist detail page, click Add CUSIPs. The same resolution and validation rules apply.What you can do with a watchlist
A watchlist by itself is just a list. To make it useful:- Use Price Update monitoring when you want trade alerts. See Assignments.
- Use the pinned Document Publications and Moody’s Ratings feeds — they are intrinsic to every watchlist.
-
Apply a tear sheet or data table from the dedicated workspaces:
- Tear Sheets for narrative write-ups across the list
- Data Tables for comparable metric matrices
One watchlist, one purpose
Watchlists are cheap to create. You’ll get more out of them by keeping one per workflow rather than mixing several use cases into one big list: for example, one watchlist for “tear sheets across all my Texas hospitals” and a separate one for “track new disclosures on my high-yield names”.See also
- Assignments: monitoring assignments and intrinsic feeds.
- Surveillance: the cross-watchlist event feed.
- Tear Sheets: narrative extraction across a watchlist.
- Data Tables: comparable metrics across the entities in a watchlist.