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Create and Add to Lists

Francisco Terpolilli avatar
Written by Francisco Terpolilli
Updated over a month ago

Adding to Lists

If you'd like to add a Company/Talent to an existing List, you can do so by clicking the 'Add to List' icon on the Company/Talent card.

This will bring up a page where you can scroll/type to find the List that you'd like to add the company to. Click Add to List & it will be saved into that list permanently.

If you'd like to add multiple companies or talents to a list at once, you can do this by switching to Table view.

Once on this view, you can click the boxes to the left of the company names to select multiple companies at once.

This will bring up a small menu at the bottom of the screen with an 'Add to List' icon. From here you can follow the same steps as before.

Creating a List

Creating a List is very similar to creating a Saved Search. Click on Filters to customise your feed with the criteria that matter to you. Use this to match your feed to your investment thesis. Once you're happy with your list, click on 'Save Search'.

Next, instead of saving as a search, click the button that says 'Save into a List'.

You will then have the option to 1. add the search to an existing list or 2. Create a new List, name the List and click the 'Create List' button in the bottom right corner.

The List will then appear in your Saved Lists.

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