There are a few ways you can customize your watchlist and access insights that are tailored to you.
What's New
The What's New section on the left side of your Dashboard automatically generates market insights based on the tickers in your watchlists. These AI-generated insights are created by analyzing millions of real time financial indicators to identify shifts which have historically had the highest likelihood of affecting an asset's price. Click on any of the insights to open a full breakdown of the insight generated by Terminal.
Summarization
Terminal automatically generates overviews of your watchlists - including performance analysis, insights, and upcoming events that may trigger price moves. You can generate an overview by clicking Summarize in the top right corner of your watchlist. You can quickly copy this summary by clicking Copy to clipboard in the bottom left corner, and send it in an email to your clients or colleagues.
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Watchlist in Screener
You can run a screen directly on your watchlist by navigating to Screener in the left sidebar and selecting your watchlist from the Watchlist filter.
Edit Columns
Watchlists are configured to return columns of Price, Daily Chg ($), and Daily Chg (%). You can add to or remove these columns by clicking the pencil icon on the top right corner of the columns.
The following metrics are currently available as watchlist columns:
- Price
- Daily Chg ($)
- Daily Chg (%)
- RSI
- 1D return
- 1W return
- 1M return
- 3M return
- 6M return
- 1Y return
- P/E (trailing)
- P/E (forward)