Rather than have a list of tens or hundreds of companies in your portfolio, each user can create multiple portfolios within their Insights Platform profile called a Watchlist.

The Watchlist works the same way as the current portfolio system. You can import a list of tickers either from Bloomberg Terminal or as a CSV file.  Each Watchlist can contain up to 400 tickers. If you plan on uploading more than 400 tickers, you will need to do so over multiple Watchlist and uploads.

If you are new to the Insights Platform, this is the screen you will see upon signing in for the first time. You can import a portfolio or search for companies by clicking on 'Create Watchlist'.

If you have a preexisting portfolio it will display as the following.


If you want to create additional watchlists you can click on the 'Create Watchlist' button in the upper left-hand corner. This is best if you want to monitor companies in different sectors or want only a limited amount of companies in each Watchlist.

As you continue to create more Watchlists they will display as a list like below.

Once in a Watchlist, you can go back to your list by selecting 'Watchlist' in the upper left-hand corner.

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