> ## 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: attach an [assignment](/platform-guide/watchlists/assignments) and the platform runs it against every entity for you.

## The watchlist page

[Watchlists](https://terrapinfinance.com/platform/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**: the [assignments](/platform-guide/watchlists/assignments) attached, plus the events those assignments have produced.

## 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>

## 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, attach one or more [assignments](/platform-guide/watchlists/assignments). The assignment defines what the platform should do across the watchlist's entities. Three assignment types are available:

* **Prompt Template**: run a saved [prompt template](/platform-guide/prompt-templates) for every entity (e.g. tear sheets).
* **Document Publication**: emit an event each time a new disclosure is published for any entity in the watchlist, with an AI-generated summary attached.
* **Price Update**: emit an event each time a bond in the watchlist trades.

Events show up on the watchlist detail page and in the global [Surveillance](/platform-guide/surveillance) feed.

## 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](/platform-guide/watchlists/assignments): every assignment type and its parameters.
* [Surveillance](/platform-guide/surveillance): the cross-watchlist event feed.
* [Data Tables](/platform-guide/data-tables): comparable metrics across the entities in a watchlist.