Watchlists
Watchlists organize the entities and themes a workspace wants to monitor continuously.
Watchlist contents
Section titled “Watchlist contents”A watchlist can contain:
- ticker;
- crypto asset;
- wallet;
- topic;
- sector.
Each item has a canonical key and can include a human-readable label.
Main page
Section titled “Main page”The list shows:
- active or inactive status;
- name and description;
- item count;
- owner;
- last update.
Opening a watchlist displays its summary, current items, and management controls.
Management
Section titled “Management”Users with the required permission can:
- create a watchlist;
- add an item;
- remove an item;
- update supported settings.
Read-only users can inspect but not modify the workspace scope.
Product integration
Section titled “Product integration”Watchlists can influence:
- watched markers in Market Desk;
- wallet profile actions;
- Analyst copilot context;
- report scoping;
- onboarding;
- automatic Deep Research rules;
- alert design.
Automatic report rules
Section titled “Automatic report rules”Where agentic research is enabled, a watchlist can define when Deep Research should be generated. Trigger types include important events, significant clusters, SEC filings, price anomalies, whale activity, and schedules.
Rules can specify:
- minimum importance;
- minimum confidence;
- minimum cluster event count;
- cadence;
- research depth;
- active state.
Good watchlist design
Section titled “Good watchlist design”Avoid putting every possible asset into one list. Separate lists by strategy, sector, risk domain, wallet group, or research objective. A precise scope produces more useful alerts, reports, and Analyst context.