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How to Create and Use Company Lists

Avantis lets you create Company Lists - custom lists of issuers based on your search criteria. These Lists can be used to:

  • Limit search results in areas like filings, news, insider transactions, audit fees, and auditor changes

  • Export to Excel for external use

By combining Avantis’ powerful search filters with Company Lists , you can quickly identify and save companies that meet your specific needs. This saves time by eliminating repetitive selections and focusing your searches on a curated set of issuers.

 

To Create or to Add Companies to a Company Lists

    1. Start in the Companies dataset
    2. Use any combination of search criteria to Search to generate a list of companies
    3. Select the companies you want to add to the Company List
      1. You may select individual companies
      2. You may select all
    4. Click Add to Company Lists...
    5. In the Select, create or modify Company Lists dialogue box you may type in a  List name
      1. to filter your options of lists to add to below
      2. to create a new list
    6. Create - this activates when you type into the field on the left and it gives you the option to create a list of that name
      1. If you create a list it will be added to the collection of lists below 
    7. Use the checkboxes to select one or more lists to add the chosen companies to
      1. This works for both new and existing lists
    8. Click Add to list to add the selected companies to the chosen list(s)
    Another way to add to a Company List is using an Active List (see below)
     
     
     

    To Remove Companies from a Company List

    Follow the exact same steps as above except, in step 8, click Remove from list

    Another way to remove from a list is using an Active List (see below)

     
     

     Video: Creating and Searching Company Lists

     

     

    Active Lists: Add to (and Remove From) Company Lists Fast

      To add or remove companies on-the-fly, load any list in your search results grid as your Active List
      1. Click on Add to company lists ... on the upper right
      2. Select any list or lists you want to add or remove from on-the-fly
        1. If multiple lists are selected, identical changes will be made to all of them
      3. Click Select on the bottom right
      4. That list is now pinned on the upper right of your search grid as your active list
      5. Select any companies you want to add to or remove from your active list
      6. Click on the plus + or minus - buttons beside your active list to add or remove selected companies 
      7. Your active list remains pinned until you click on it, then click the Clear button in the Select, create or modify company list dialogue box
      8. Use any combination of search criteria to Search to generate a list of companies

       

      To Delete a Company List

        1. Click on Add to company lists... on the upper right
        2. Click on the Delete (trash can icon) beside the list you want to delete

         

        To Rename a Company List

          1. Click on Add to company lists... on the upper right
          2. Click on the Edit (pencil icon) beside the lists you want to rename
          3. Type name and save

           

          To See All the Companies Contained in a Company List

            1. Start in the Companies search (not Filings, News, Insider Trades, etc.)
            2. Choose the company list you want to examine in the Company Lists criteria on the upper left
            3. Click Search
            4. Your result list contains all of the companies in your company list
            5. If you want to remove any companies
              1. Select them with the checkboxes on the left of them
              2. Click on Add to company lists... on the upper right
              3. Select the list to remove from
              4. Click Remove from list

            To Share a Company List

            1. Click on Add to company lists... on the upper right
            2. Click on the Share (two people side-by-side icon) beside the list you want to share

            1. List Name: Confirm you are sharing the correct List.
            2. My Role:
              1. Owner: Can modify, share, and manage the list.
              2. Viewer: Can enable/disable their own alerts but cannot edit or share the list.
              3. Admin: If you are an Admin, you would know.  An Admin is a special permissions level granted to a few key individuals who have the powers of Owners over ALL lists for your organization
            3. Privacy: Admins may set list to Public so that all members of the account can see and run searches with it without needing an invitation
            4. Select Members to Add: Choose users to share with.
            5. Search: Search for users to share with.
            6. Global Remove: Remove multiple members' access to a list at once (using the checkboxes beside their names to first select them).
            7. Share Role: Assign roles (Owner or Viewer only, Admins cannot be assigned here).
            8. Member Remove Icons: Remove a member from the list (owners only).


            To Search for Documents Related to Companies in a Company List

            1. Ensure the Company List Exists
              1. Make sure the company list you want to search against has already been created. If not, create it following the above steps.
            2. Select a Different Dataset
              1. Leave the Issuers dataset and choose any dataset like Filings, Insider Transactions, News, Audit Fees, or Auditor Changes, depending on what kinds of results you are looking for.
            3. Add the Company List
              1. Open the Company List criteria and select the list(s) you want to search against.
            4. Apply Other Criteria
              1. Add any additional criteria to refine your search.
            5. Run the Search
              1. Click Search to get results from issuers within the selected list(s).
             
             

            To Extract a Company List from Search Results

            1. To extract an issuer list from search results, please see Extract Company Lists from Document Search Results

             

            To Upload an Issuer Company List

            1. To upload an issuer list from search results, please see Importing Company Lists