My Watchlists

My Watchlist:  Originally intended for secondary loans only, this function now enables users to isolate both secondary and primary loan tranches inside of Refinitiv Loan Connector, add them a watchlist, and then see updated prices each day — based on previous end-of-day pricing.  Anywhere you see a check box next to a loan in Refinitiv Loan Connector (for example, on a company page, a Deal List report or within the facilities tab on any landing page), that loan can be added to your Watchlist.  Click the check box and then locate the “add to watchlist” button (usually at the bottom of the page, sometimes on the top, depending on the page).  When you create a new watchlist or add tranches to existing watchlists, Refinitiv Loan Connector confirms the addition for you at the top of the page.

Click My LPC, then My Watchlist to find your watchlists.  Note: it will take one day to begin seeing secondary information on charts or in IQuery for your watchlist, but news and other stats are immediately seen.

Layout within My Watchlist is similar to that of the landing pages in Refinitiv Loan Connector, with the left-hand menu showing data based on the loans in your watchlist (Watchlist performance, ratings, data bank, Secondary Bid Highlights).  Like the other landing pages on Refinitiv Loan Connector, there are a series of tabs through which you can navigate.

Overview:  The default tab, this displays a performance chart showing how the loans in your watchlist performed against the market overall, as well as boxes showing secondary facility distributions for that day, that week and that month, and another showing top ten holdings by deal size.

News: This tab displays all Refinitiv Loan Connector news related to the loans in your watchlist.

Secondary Bid Highlights: This shows the statistical movements that have taken place for the loans in your watchlist.

Databank:  Shows primary and secondary loans that are made up from loans in your watchlist.

Details:  Allows you to pick and choose certain terms and conditions for the loans in your watchlist; click the “GEAR” wheel next to “Facilities” to further customize the terms and conditions listed for your watchlist on this particular tab.  Choose and arrange the fields you want and then click “modify.”