Lists

What is a list?

A list is a collection of tickers with optional criteria. That’s it. But depending on how you use it, a list becomes either a watchlist or a screener.

Without criteria, a list is a static watchlist. You add tickers manually and track them over time. Nothing changes unless you change it.

With criteria, a list becomes a dynamic screener. The criteria run periodically and the list updates itself. For example: sector:pharma, mcap > 5000Cr, sort by ROCE descending. The tickers in the list will shift as companies enter or leave your filter.

Custom columns

Each list can display custom columns showing specific metrics for every ticker. Revenue growth, PE ratio, dividend yield, whatever matters for that particular list. The agent can add columns for you, or you can define them yourself.

Refresh schedules

Lists can refresh on different schedules depending on how current you need the data.

• On open refreshes when you open the list
• Hourly and daily run in the background
• Manual only refreshes when you ask

Canvas integration

A list can link to a canvas frame. When the list updates, the frame updates too. This is useful for dashboards where you want a live screener feeding directly into a visual layout.

Investment thesis

You can attach a written thesis to any list. This is free-form text where you explain why this group of stocks matters, what you’re watching for, or what your hypothesis is.