There are a few ways you can customize your watchlist and access insights that are tailored to you.
Watchlist Widget
The Watchlist Widget on your Dashboard automatically generates insights for the assets you follow in the Insights (1W) column. 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 Reflexivity.
You can filter by insight type to only see the insights that matter to you - whether that be technical, fundamental, or macro.
Watchlist Page
Navigate to the Watchlist page on the left sidebar to deep dive on the financials and fundamentals for all of your watchlists.
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.
Watchlist in Scenario
Similar to screener, you can run a scenario directly on your watchlist by navigating to the Scenario tab in the left sidebar and selecting your watchlist from the Watchlist filter.
Summarization
Reflexivity 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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