How to Create a Feed for Portfolio Companies

How to Create Feed for Portfolio Company

You can create a feed just for your portfolio/watchlist companies to stay updated on the companies that are most important to you. To create such a feed, first, you’d need to create/upload your portfolio/watchlist companies to your Needl.ai account and then select that as a sources during feed creation.
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Follow these steps to learn how.

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Navigate to the top-right menu and click on the Portfolio/Watchlist option.

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Once on the Portfolio/Watchlist page, click on the Create option.

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On this page, you'll see two fields- name your portfolio and add companies using the dropdown list in the Add Companies section. Alternatively, you can upload your portfolio by selecting the Upload file option. You can also upload ISIN or BSE scrip codes and we will display the company names for that.

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After adding companies or uploading the file, click on Create to finalize and create your portfolio/watchlist.

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To create a feed for this, go to Add icon present in front of Feeds.

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You’ll see some templates present here. For this type of feed, it’s better to create a feed from scratch by clicking on Create your own Feed.

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You’ll see some templates present here. For this type of feed, it’s better to create a feed from scratch by clicking on Create your own Feed.

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How to Create Feed for Portfolio Company