Manage your Watchlists

Watchlists are an essential feature in Bigdata, allowing users to track specific securities or assets of interest with ease. Below, we’ll walk you through the process of managing your watchlists.

Watchlists are not yet supported in the API.

Create a Watchlist

To create a new watchlist, use the create method and define the name and a list of items:

from bigdata_client import Bigdata

bigdata = Bigdata()

# Entity IDs:
META = "12E454"
AMAZON = "0157B1"
MICROSOFT = "228D42"
APPLE = "D8442A"
ALPHABET = "4A6F00"

MAMAA_watchlist = bigdata.watchlists.create(name="MAMAA stocks news", items=[META, AMAZON, MICROSOFT, APPLE, ALPHABET])
print(MAMAA_watchlist)

Output:

id='b548fc37-87d3-4bc7-b482-eeeeb7060f78' name='MAMAA stocks news' date_created=datetime.datetime(2024, 9, 18, 14, 45, 23, 659778) last_updated=datetime.datetime(2024, 9, 18, 14, 45, 23, 659831) query_type='watchlist' company_shared_permission=None

Retrieve Watchlists

You can retrieve a watchlist by ID using the method get:

my_watchlist = bigdata.watchlists.get(MAMAA_watchlist.id)  # for instance: "b548fc37-87d3-4bc7-b482-eeeeb7060f78"
print(my_watchlist)

Output:

id='b548fc37-87d3-4bc7-b482-eeeeb7060f78' name='MAMAA stocks news' date_created=datetime.datetime(2024, 9, 18, 14, 45, 23, 659778) last_updated=datetime.datetime(2024, 9, 18, 14, 45, 23, 659831) query_type='watchlist' company_shared_permission=None

The retrieved watchlist object contains the id, name and metadata such as date_created or last_updated, representing the dates when the object was created and last updated, respectively.

And you can access the watchlist items list from the object (Items are lazy evaluated)

print(my_watchlist.items)

Output:

['0157B1', 'D8442A', '4A6F00', '12E454', '228D42']

You can also retrieve all your watchlists with the method list:

all_watchlists = bigdata.watchlists.list()

Caution

When fetching all watchlists (bigdata.watchlists.list()) you will get all the watchlists you have access to, that is, those that belong to you and those that were shared from someone within your organization.

list method support owned parameter

When owned=True is provided only watchlists which owned by logged user will be returned

owned_watchlists = bigdata.watchlists.list(owned=True)

Share Watchlists

Watchlists can be shared with everyone else in the company. Once a watchlist is shared users will gain read access. They won’t be able to modify it but they will be able to use it in their queries. To share a watchlist, use the share_with_company method.

You can share a watchlist using the object in memory:

my_watchlist.share_with_company()

Or using its ID:

bigdata.watchlists.share_with_company("<the_watchlist_id>")

After sharing, the company_shared_permission attribute of the watchlist object will be set to SharePermission.READ.

Unshare Watchlists

You can unshare a watchlist using the method unshare_with_company.

Using the object in memory:

my_watchlist.unshare_with_company()

Or using its ID:

bigdata.watchlists.unshare_with_company("<the_watchlist_id>")

If you delete a shared watchlist, those queries from not owner users will raise an error at execution time because of missing references.

Update Watchlists

Once you define a watchlist, you can always update its name:

my_watchlist.name = "MAMAA Product Release"
my_watchlist.save()

Extend the list of existing items:

my_watchlist.items.append("business,products-services,product-release,,")
my_watchlist.save()

Or entirely replace it:

my_watchlist.items = ["<new_list>"]
my_watchlist.save()

Delete Watchlists

If you no longer need a watchlist, you can delete it using the delete method.

Using the object in memory:

my_watchlist.delete()

Or using its ID:

bigdata.watchlists.delete("<the_watchlist_id>")