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Glossary

Watchlist vs. Pipeline

A watchlist is a static list of stocks an analyst tracks manually, checked and updated by hand. A pipeline goes further - it does not just list the candidates, it defines the logic (filters, scores, AI analysis) that generates and re-ranks that list automatically every time it runs, turning ongoing monitoring into a repeatable, scheduled process instead of a manual chore.

See the pipeline in action
Related terms
Universe (Investment Universe)An investment universe is the full set of stocks under consideration for a given strategy - for example, the S&P 500, the NASDAQ 100, a sector index,...Technical AnalysisTechnical analysis studies price and volume patterns - trends, support and resistance levels, momentum indicators - to inform trading and investment...
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Put the terms to work

Turn a research thesis into a repeatable pipeline that screens on what the filings and calls actually say. Free to start.