Watchlist Manager

The Watchlist Manager allows you to keep track of all of the watchlists you’ve ever created or shared with you all in one place. Whether you want to compile a list of securities or economic indicators, watchlists ensure you have all the datasets you need at your fingertips when you need them most. Power your research by bringing any of your watchlists into Fundamental Charts, Comp Tables, Dashboards and more!

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Centralize All of Your Important Datasets

Keep track of portfolios, funds, stocks, and economic data all in a single view. Create new watchlists, filter for previously created ones, or even add or remove a security from one, the Watchlists Manager makes it easy for you to maintain a running list of datasets that are most important to you to efficiently monitor information relevant to your business.

Share Watchlists & Align Your Teams

Increase the flow of information regardless of physical location, equipping everyone on your team for success. Whether that’s an updated list of securities shared by the home office or economic indicators to provide market context for your next client meeting, watchlists can be updated and shared in real-time to stay up-to-date on the latest and greatest.

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