Watchlists: Not Reinvented, Just Smarter

Hey everyone! Watchlists aren’t new - The idea of creating a list of potential investment cases has been around since quite some time now - Here’s a brief thought:

• Pre-20th century: Investors in the 1800s, particularly in cities like London and New York, tracked securities informally by reading newspapers like The Wall Street Journal (founded in 1889) and jotting down ticker symbols and notes manually.
• 1920s–1950s: Professional investors and analysts kept paper ledgers or notebooks to track company performance, often logging prices from ticker tapes or newspapers.
• 1970s–1980s: With the rise of mainframe and later personal computing, institutional investors started creating digital watchlists using early spreadsheet tools (like Lotus 1-2-3 and, later, Excel).
• 1990s onward: Online brokerages and finance websites (like Yahoo Finance, launched in 1997) popularized digital watchlists for retail investors.

Yahoo finance is no single phanomenon, lot's of platforms have watchlists ... so

Why bother with Palmy’s watchlists?

Because speed, simplicity, and customization aren’t just nice-to-haves — they’re essential when tracking investments across global markets. That’s why Palmy Watchlists are designed to be your go-to: fast to build, easy to manage, and flexible enough to fit how you invest.

How it Works

Speed matters, therefore you can add a company to one or several watchlists straight from the company analysis report — no need to jump between pages.

Once added, changes are instant — including allocation graphs grouped by sector, industry, and country. Appropos countries; Our company coverage spans 60+ countries — with focus on the US, followed by China, HK, Korea, UK, Japan, Germany, and more.

As you can see, there is more than allocation graphs; We also present you the watchlist equivalent.

Useful for comparing price movements or calculating real-time basket values if you're planning to invest in the group.

As the video ended teasering the manager, let's get into that one. Clicking the "Manager" button allows you to flexible add, search and remove one or multiple equities with ease:

Custom Columns

You can customize the data table to include financial metrics you care about. For example, a selection I've often chosen:

EV/EBITDA
P/E
P/B Ratio
Net Margin
Operating Margin
Return on Assets
Return on Equity
Debt/Equity Ratio
Interest Coverage Ratio
Current Ratio
Quick Ratio
Asset Turnover
Inventory Turnover

New 10-K filed? Watchlist tables update automatically with the latest metrics. Here is a sample table, I've just created through the selection:

Conclusion

Watchlists have always been around — and they’re not going anywhere. We didn’t reinvent the wheel; we just gave it a sharper edge. Hope this helps power your due diligence and makes your research a little smoother!

Q&A