Documentation chapters

FilrAI Documentation

Watchlists & Filing Tracker

Following companies and keeping track of their disclosures.

Last updated

Managing watchlists

Organize companies into watchlists and select a company card to load its chart.

Watchlist showing an Amazon chart, market ticker strip, and company cards with search and edit controls in the right sidebar.
Watchlist with Amazon selected.

Lists

Click the watchlist name above the company cards to switch lists, create a New Watchlist, or delete a list. Double-click the name to rename it.

Watchlist menu showing Watchlist, AI Plays, and Portfolio, with New Watchlist and Delete Watchlist actions.
Watchlist selection and list management.

Companies

Search by company name or ticker in the sidebar to add a company to the selected list. You can also add companies from Overview.

Edit to reorder or remove companies in the selected watchlist.

Tracking companies

Companies added to a watchlist are included in filing tracking. Open the Tracker with the bell icon, then choose a watchlist or All.

Select Manage to choose what filings and companies are tracked.

Manage Tracking dialog with Annuals/Interims and Current Events enabled, company search, and bell controls showing included and excluded companies.
Filing categories and company exclusions.

Recent filings & unread indicators

Select a filing to open it in the Viewer and mark it read. Blue dots identify unread filings. In a company’s view, Mark All Read clears its unread status.

Tracker with Manage visible and All selected, showing recent filings from multiple companies and blue unread indicators.
Recent filings across watchlists.

Filing summaries

Generate an AI summary of current events.

Expanded Trade Desk 8-K summary in the Tracker, showing its organizational realignment, expected restructuring costs, and key points.
Expanded filing summary.

Refresh & notifications

Keep FilrAI running with an internet connection to receive new filing notifications, even in the background. New filings appear in the Tracker; macOS notifications require your permission.

After you quit and reopen FilrAI, it checks for missed filings matching your tracking selections from the past 30 days and groups notifications by company.

Allow FilrAI notifications in macOS System Settings → Notifications → FilrAI. Filings still appear in the Tracker when notification permission is off. For the bell indicator’s behavior, see Settings & preferences.