Create a watchlist

You can upload your own custom watchlists directly into Alfa. Once uploaded, you can use these watchlists across chats and agents to generate tailored insights, be it for monitoring your watchlist, or filtering your watchlist for specific criteria.

To create a new watchlist, follow these steps:

1. Click on the Knowledge tab from the lefthand sidebar

   

2. Click on Watchlists from the top bar

3. Select 'Add Watchlist' , then choose whether to add securities to your watchlist directly on Alfa by selecting Creating manually or select Local upload to upload a file from your computer.

   

Create a watchlist manually:

1. Select create manually to create a watchlist directly on Alfa.

2. Search for securities by ticker or company name

3. Ensure to add a watchlist name before clicking Add watchlist to finalize your watchlist.

Upload a file:

1. Alternatively, select Local upload to upload an Excel file containing your watchlist. Ensure there are columns for ISIN, SYMBOL, COUNTRY, and CURRNCY.

2. Drag and drop your file into the upload bar, or browse available files. Ensure to enter a watchlist name.

3. Click Add watchlist to finalize your watchlist.