Watchlists overview

A watchlist is a group of CUSIPs and entities you want to monitor, usually because they share a sector, a parent, a portfolio, or a theme. Watchlists are how you do something across many credits at once: track what gets published for them, or point Tear Sheets and Data Tables at the list.

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The watchlist page

Watchlists (/platform/watchlists) is a 3-pane layout:

• Left sidebar: your watchlists under My watchlists, and anyone else’s under Shared with me. Click to open.
• Centre pane: the entities and CUSIPs on the selected watchlist.
• Right pane: Coverage, the five things the platform tracks for every watchlist.

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Creating a watchlist

From the left sidebar:

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Changing a watchlist later

• Add CUSIPs on the detail page opens the same field. The same resolution and validation rules apply.
• Hover a row in the centre pane and click the trash icon to remove that entity.
• Export copies the watchlist’s CUSIPs to your clipboard or downloads them as CSV.

Adding or removing a CUSIP propagates straight away to the watchlist’s current tear sheet and to any data table applied to the whole list. A data table applied to only part of the list is left alone.

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Sharing

Open a watchlist’s menu in the sidebar and click Share to make it visible to everyone in your organization. Teammates see it under Shared with me, read only, and can open the tear sheets and data tables built on it in read-only mode too. Stop sharing takes it back. The same menu has Rename and Delete.

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What you can do with a watchlist

A watchlist by itself is just a list. What makes it useful:

• Coverage is automatic. Every watchlist tracks new filings, Moody’s and S&P rating actions, and trades for its securities, with no setup. See Coverage.
• Apply a tear sheet or a data table from its own workspace:
  • Tear Sheets for narrative write-ups across the list.
  • Data Tables for comparable metric matrices.

Everything coverage produces also shows up in the global Surveillance feed, where you can filter across all your watchlists at once.

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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”.

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See also

• Coverage: what every watchlist tracks and where it shows up.
• Surveillance: the cross-watchlist event feed.
• Tear Sheets: narrative write-ups across a watchlist.
• Data Tables: comparable metrics across the entities in a watchlist.