> ## Documentation Index
> Fetch the complete documentation index at: https://docs.terrapinfinance.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Watchlists overview

> Group the CUSIPs and entities you want to monitor or analyse at scale.

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.

## The watchlist page

[Watchlists](https://terrapinfinance.com/platform/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](/platform-guide/watchlists/coverage), the five things the platform tracks for every watchlist.

## Creating a watchlist

From the left sidebar:

<Steps>
  <Step title="Name the watchlist">
    Pick a name that makes its purpose obvious. For example, *"Texas hospitals"*, *"Charter schools 2024 originations"*, *"Toll roads tear sheet"*.
  </Step>

  <Step title="Paste CUSIPs or entity names">
    Drop one or more CUSIPs (or full obligor names) into the CUSIPs/entities field, comma- or newline-separated.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## 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**.

## 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](/platform-guide/watchlists/coverage).
* **Apply a tear sheet or a data table** from its own workspace:
  * [Tear Sheets](/platform-guide/tear-sheets) for narrative write-ups across the list.
  * [Data Tables](/platform-guide/data-tables) for comparable metric matrices.

Everything coverage produces also shows up in the global [Surveillance](/platform-guide/surveillance) feed, where you can filter across all your watchlists at once.

## 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

* [Coverage](/platform-guide/watchlists/coverage): what every watchlist tracks and where it shows up.
* [Surveillance](/platform-guide/surveillance): the cross-watchlist event feed.
* [Tear Sheets](/platform-guide/tear-sheets): narrative write-ups across a watchlist.
* [Data Tables](/platform-guide/data-tables): comparable metrics across the entities in a watchlist.


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