Using Watchlists

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Introducing Watchlists

Watchlists let you keep track of the companies and lists that matter to you. When you watch something, the Industry Engine records changes to its companies, such as new directors, accounts filed or funding received. You can watch four kinds of thing:

• Companies: individual companies you add from their company page.
• RTICs: an RTIC sector or vertical, so you see changes across its member companies.
• EXPLORE lists: a saved list from EXPLORE.
• Smart Lists: a saved Smart List.

To view your watchlists, click Watchlist in the navigation menu.

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Watch a company, RTIC, Explore List or Smart List

Look for a Watch button or an Add to watchlist option. Once you are watching something, the button changes to Watching. Click it again to stop watching.

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Companies

Open a company’s page and click Watch next to its name. The company is added to your watchlist, and you see its changes on the Companies tab.

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RTICs

Click RTICs in the navigation menu, then click Watch next to an RTIC sector or vertical. You can watch a whole sector or a single vertical.

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EXPLORE lists

You can watch a saved EXPLORE list in two ways:

• On the All Explore Lists page, click the options button next to a list and choose Add to watchlist.
• With a saved list open in EXPLORE, click Watch in the list toolbar.

You can only watch a list once you have saved it. If you haven’t saved your results yet, the Watch button is greyed out. For more information, see Using EXPLORE.

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Smart Lists

You can watch a saved Smart List in two ways:

• On the Smart Lists page, open a list and click Watch in the list menu at the top.
• In My Lists, click the options button next to a list and choose Add to watchlist.

Lists you are watching show a Watching tag in My Lists. To stop watching, choose Remove from watchlist from the same menu.

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Watchlist limits

There is a limit on how many companies you can watch in total, and on how many RTICs, EXPLORE lists and Smart Lists you can watch. RTIC sectors and verticals count towards the same limit. Each tab on the Watchlists page shows a meter with how many you are watching out of your limit. When you reach a limit, you see **Limit reached. In this case, remove something from your watchlist to make room.

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The Watchlists page

The Watchlists page has four tabs: Companies, RTICs, Explore Lists and Smart Lists. The page’s web address updates as you change tab, date range or filters. You can bookmark it to come back to the same view.

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Companies tab

The Companies tab shows every company you watch in All companies. You can also sort the companies you watch into groups, for example customers or competitors. To create a group: You can add several companies to a group at once. Tick each company, or use the checkbox in the table header to select them all, then click Add to list. Click Clear to deselect them. To manage a group, select it and click the options button next to its name:

• Rename group: enter a new Group name and click Save changes.
• Delete group: confirm with Delete group. You can’t undo this.

To remove companies from a group, select them and click Remove. They stay in All companies, so you keep watching them. To stop watching a company completely, select All companies and click the star at the end of its row. You can also uncheck Watching on the company’s page.

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RTICs, Explore Lists and Smart Lists tabs

These tabs list everything you watch of that type down the left-hand side. RTICs are tagged as being a Sector or Vertical. Select an item to see changes to its companies under Companies with changes. Click View list to open it: RTICs and EXPLORE lists open in EXPLORE, and Smart Lists open on the Smart Lists page. To stop watching an item, click the star next to its name.

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See what has changed

Each tab shows the same tools to help you review changes.

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Date range

Use From and To, or drag the slider, to choose the period you want to see. By default, the page shows changes from the last month. You can see changes all the way back to 1st January 2024.

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Summary

A sentence above the results tells you how many companies changed and how many changes there were in the period. When you apply filters, the summary counts only the filtered changes.

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Filters

Use Filter by change type to show only the changes you care about. Each filter shows how many changes it covers. Click Reset Filters to clear them.

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Companies and Timeline views

Switch between two views:

• Companies: a table of companies with Company, Registered postcode, Employees, Turnover and Annual growth rate. Click a column heading to sort by it. Click the number of changes on a row to see each change for that company.
• Timeline: All Changes in date order, newest first. Use the sort button to show the oldest first. Changes from today are labelled Today.

Click a company name to open its company page. Registered address and location changes link to the company’s locations map.

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Types of change we track

Watchlists track these types of change:

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Change types that need a premium licence

Some change types depend on data that is part of a premium licence. New job postings and RSIC changes show a lock icon if your licence doesn’t include them. Click a locked filter to find out how to upgrade.

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Set up alerts

Alerts tell you about changes without opening the Watchlists page. You need to watch at least one company, RTIC or list first. Until you do, the Set up alerts button is greyed out. Alerts default to a weekly digest on Monday at 09:00. Send times use UK time. Once your alerts are on, the button changes to Alerts on. Click it and choose Edit alerts to change your settings, or Turn off alerts to stop them.

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Alert emails

When you save your alerts, we send you a confirmation email. It sums up what you are watching, the change types, your channels and frequency, and when your next alert is due. Click Manage alerts in the email to change your settings. If you chose Email, you get a digest on your chosen schedule. It lists what has changed across your watchlists in that period. Click View in watchlist to see the changes in Industry Engine.

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In-app notifications

If you chose In-app, a Notifications card appears on your Dashboard. It shows one of your watchlists with recent changes, and the latest change for some of its companies. Click the number of changes to open that watchlist, or click a company to open its company page. Until your first scheduled update runs, the card says there are no watchlist changes to show yet.