Dynamic Watch Lists

Introduction to Empirasign Watch Lists

Since the earliest days of Empirasign, clients have had access to our Watch List feature. Copy and Paste a list of bonds into a form, and we'll alert you via a pop-up and email whenever any bond in your Watch List appears on a BWIC or dealer run. In addition to real-time alerting, clients also receive end of day, week, and month recaps in Excel. If you're not yet using this feature, get started by heading over to the Create Watchlists list page.

Making Watch Lists Dynamic

A few years ago we added the ability for clients to create deal and issuer-based watch lists. This feature can be found here, and we have a short write-up on our blog as well. Today, we are making issuer-based watch lists dynamic. That is, once an issuer-based watch list is created we'll automatically add new bonds to this list as the issuer brings additional bonds to market.

To Use This Feature

• Head over to the Create Deal Watchlist page.
• Enter an issuer's ticker (AQFIT has been keyed in the example screenshot below).
• Click on the Select All option in the dropdown (circled in red in the screenshot).
• The complete list of bonds will then populate on the right-hand side. Click on the "Add selected tranches..." button as shown in the second screenshot to create your Issuer-Based Dynamic Watch List.

That's it. Issuer-based Dynamic Watch Lists have a "set it and forget it" simplicity not seen in the market since the heyday of countertop rotisserie chicken.

Screenshot of Create Deal Watchlist page: www.empirasign.com/deal-tracker/

The screenshot below shows all currently issued bonds for the Aqua Finance Issuer Trust (AQFIT). Clicking on the "Add selected tranches..." button (circled in red in the screenshot below) will create an Issuer-Based Dynamic Watch List.

Whenever a watch list is detected as single issuer, it will be marked as dynamic by our systems. This status is indicated at the top off the Manage Watchlists page when viewing such a list (the status line is circled in red in screenshot below). Multiple times per day, our systems will review all client Issuer-Based Dynamic Watch Lists and add any new bonds that have been brought to market.

Conclusion

We introduced you to our Issuer-Based Dynamic Watch List feature. We would like to thank TL who pointed out the need for this functionality. If you would like to further discuss this new feature, or other matters, please reach out to us at [email protected] or 646-837-8848. If you or a colleague would like a Free Trial to Empirasign, please head on over to our Free Trial Registration Page.