> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thedatacity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Watchlists

> Track the companies, RTICs and lists you care about, and get alerted when something changes by email or in the Industry Engine.

### 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.

![Watchlist page view](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-1.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=a113c62bfa1978e0603b3d884c07bc00)

### 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.

#### 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.

![Watching a company on it's profile page](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-2.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=c6244afd7c42b5230bcd4d9736645e90)

#### 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.

![Watching an RTIC on the RTICs page](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-3.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=d2ec92c805ff8a11f975de8389aaf2af)

#### 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.

![Watching an Explore List on the My Lists page](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-4.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=3ec71ccfc1c8459aab0f6930363731d7)

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](https://docs.thedatacity.com/using-industry-engine/tools/explore.md).

#### 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](https://docs.thedatacity.com/using-industry-engine/tools/my-lists.md), click the options button next to a list and choose **Add to watchlist**.

![Watching a Smart List on the Smart List page](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-5.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=457e201727bb00b1b6fab62fe0c88b59)

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

### 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.

![The companies limit](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-6.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=46fb8ab23183ff752dd2bbd185da4aaf)

### 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.

#### 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.

![Creating a new companies group](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-7.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=22fc02bb96ece34c0213eee012f1e2c8)

To create a group:

**1. Start a new group**

Click **New group** in the **Watchlist** bar at the top of the tab.

**2. Name it**

Enter a **List name** and click **Create list**.

**3. Add companies**

Select **All companies**, tick the companies you want, then click **Add to list** and choose your 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.

![Adding watched companies to a custom group](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-8.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=37b7d3d117245aca6f9ba32828128ddd)

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.

#### 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**.

![The RTICs Watchlist page](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-9.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=a5b577b57d867e116fdabb1bde1b30f0)

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.

### See what has changed

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

#### 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.

#### 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.

![A Watchlist summary example](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-11.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=b6a05a9f6d40840acc54eb532ef36a99)

#### 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.

![Updating the Watchlist page filters](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-10.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=c6d5c9a1b75c2b2b2833e21138e64bc6)

#### 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**.

![Watchlist companies view](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-12.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=1cd21d7ba1a569e3ec00d3635149a653)

![Watchlist companies view](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-13.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=d54c3493163684d21f3ad424b6a108ea)

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

### Types of change we track

Watchlists track these types of change:

| Change type | What it covers |
| - | - |
| **Company status changes** | The company's status changes. |
| **Accounts events** | The company files accounts. |
| **Registered address changes** | The company's registered address changes. |
| **Company name changes** | The company changes its name. |
| **Director changes** | Directors join or leave. |
| **New job postings** | The company posts new jobs. |
| **Trading changes** | Changes to the company's imports and exports. |
| **Funding changes** | Investment received, and grants from Innovate UK and 360Giving. |
| **RTIC vertical changes** | The company is added to or removed from an RTIC vertical. |
| **RSIC changes** | [RSICs](https://docs.thedatacity.com/our-data/proprietary-data/what-are-rsics.md) are added to or removed from the company. |
| **Locations** | Changes to the company's operating locations. |

#### 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.

### 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.

**1. Open the alert setup**

On the Watchlists page, click **Set up alerts**.

**2. What to watch**

Under **Which watchlists should we monitor?**, choose from **Watched companies**, **Watched RTICs**, **Watched Explore Lists** and **Watched Smart Lists**. For companies, choose **All watched companies** or **Specific groups**. Under **Which changes?**, leave **Any change** on, or turn it off and pick the change types you want.

**3. Channels**

Choose **Email**, **In-app** or both. You must choose at least one.

**4. Frequency**

Choose **Weekly digest** or **Monthly digest**. Pick the **Day** (for weekly) or **Day of the month** (for monthly), and a **Send time**.

**5. Review**

Check your choices and click **Finish**.

![Watchlist alerts setup](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-14.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=f1dbfb58f4546c35374423888888f6c1)

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.

### 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.

### 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.

![In-app Watchlist notifications](https://mintcdn.com/thedatacity/ExwiNwxPxdNtQOBn/images/kb/watchlist-page-15.png?fit=max\&auto=format\&n=ExwiNwxPxdNtQOBn\&q=85\&s=8f3fae551cea12aa5aa9b8dde1bc5bd2)

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.

> [!NOTE]
>
> **Building lists to watch**: Find out how to create lists in our [Using EXPLORE guide](https://docs.thedatacity.com/using-industry-engine/tools/explore.md) and [Building a Smart List guide](https://docs.thedatacity.com/using-industry-engine/tools/building-an-ml-list.md).


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