Creating Your First Watchlist
Open Watchlists
Select Watchlists from the main sidebar. If you haven’t created one yet, you’ll see an empty state with a prompt to get started.
Name Your Watchlist
Click New Watchlist and give it a clear, meaningful name that reflects its purpose. Good names make it easy to switch between lists quickly. For example:
Tech GrowthBiotech PipelineDividend IncomeResearching Now
Add Tickers
Use the search box to find and add companies. You can search by ticker or by company name. Add as many tickers as you like — or type a comma-separated list to add several at once:
AAPL, MSFT, GOOGL.You can also add tickers using natural language — type a description like “add the top five semiconductor companies” and Insighthread will resolve the matching tickers for you to confirm before adding.Alternatively, add tickers from any company profile page using the one-tap Add to Watchlist button at the top of the page, then select which list to add it to.Adding and Removing Tickers
Your watchlists are designed to stay current as your research evolves. To add a ticker:- Open the watchlist and use the search box to find and add any company
- Or navigate to any company profile page and click Add to Watchlist — you’ll be prompted to choose which of your lists to add it to
- Open the watchlist from the sidebar
- Find the ticker in the list and click the remove button (the × icon) next to it
- The ticker is removed immediately and will no longer appear in that watchlist’s filtered feed
Switching Between Watchlists
If you maintain multiple watchlists — for different strategies, sectors, or research stages — use the dropdown in the sidebar to switch between them. Each list has its own independently filtered view of:- News and events feed — only events for tickers on the active list
- Filing feed — only filings from companies on the active list
- Insider trades — insider activity filtered to the active list’s tickers
Strategies for Organizing Watchlists
There’s no single right way to organize your watchlists — the best structure depends on how you invest. Here are five approaches that work well in practice:By Sector
Create separate lists for sectors you follow closely —
Biotech, Energy, Semiconductors, Financials. Sector lists make it easy to monitor a theme and compare companies within it.By Strategy
Organize by how you’d use the position —
Growth Positions, Dividend Payers, Momentum Plays, Value Candidates. This keeps your research feed aligned with your decision-making framework.By Research Stage
Track where you are in your process —
Researching, High Conviction, Active Positions, Exited. Move tickers between lists as your view develops.By Event Type
Build a list specifically for monitoring a type of event —
Insider Activity Watch, Earnings Season, M&A Targets. Combine with event-type feed filters for maximum focus.High Conviction Biotech list that sits at the intersection of your sector focus and your highest-priority research.
Watchlists Feature Overview
See the full capabilities of Insighthread Watchlists, including feed integration and alert behavior.
Monitor Events Guide
Learn how to combine your watchlist with event type filters to build a high-signal, real-time monitoring setup.