Smart Watchlists & Tailored Ideas

Turn Your Watchlists Into a Real Research Workspace

Most watchlists are just static lists of tickers.
On Pharus Analytics, Smart Watchlists give you a full analytical overview of your own stocks – plus new ideas that match your style.

Create as many watchlists as you like, drop in your favorite names, and instantly see performance, analyst targets, earnings quality, insider activity and more. Each week you’ll also receive a curated set of up to 8 tailored recommendations that look most like the stocks you already follow.

Create, Organize and Track Your Own Portfolios

Create, Organize and Track Your Own Portfolios

Start on the Watchlists page:

• Give your watchlist a name (e.g. Mag 7, Dividend Growth, AI Plays).
• Add stocks in seconds from anywhere in the platform.
• See an at-a-glance performance badge for each watchlist, showing overall return.

This makes it easy to separate long-term holdings from trading ideas or theme-based baskets.

One Table With Everything That Matters

One Table With Everything That Matters

Open a watchlist to see a clean, powerful dashboard of all your stocks:

Each row shows:

• Ticker & company name
• Price added – your reference entry price
• Current price with % change since added
• Median target price from analysts and the implied upside/downside
• Analyst recommendation (Buy / Hold / Sell)
• Price vs S&P 500 (52W) – relative performance over the last year
• Earnings grade – fast view of earnings quality
• Insider score and Congress score where available
• Actions to quickly edit the list

You can sort the table by any column, so spotting winners, losers, over- or under-performers takes just a click.

Drill Down Into Stock Fundamentals From Your Watchlist

Drill Down Into Stock Fundamentals From Your Watchlist

Click a stock inside your watchlist to open a fundamental overview drawer directly in the same view.

You’ll see grouped tiles for:

• Trading Volume – 10-day and 3-month averages
• 52-Week Range – high and low levels
• Growth Metrics – EPS and revenue growth (QoQ & YoY)
• Profitability – ROA, ROE, ROI, margins, EBITDA per share
• Per Share Data – EPS, revenue, book value, dividends
• Valuation – P/E, P/B, P/S, dividend yield
• Risk Metrics – beta and other risk ratios
• S&P 500 Relative – 4-week, 52-week and YTD relative returns

You get most of the power of a full stock detail page without ever leaving your watchlist.

Personalized Recommendations

Weekly Tailored Recommendations

At the bottom of the watchlist view, you’ll find Tailored Recommendations – up to 8 new stock ideas each week, generated using vector similarity on the underlying fundamentals of the stocks in your watchlist.

Each recommendation card shows:

• Company name and sector
• A mini performance chart
• Key valuation and growth metrics (P/E, P/B, P/S, EPS, EPS growth, dividend yield, beta, etc.)
• A clear BUY / HOLD / SELL label in the top-right corner – an aggregated analyst signal based on the latest consensus

Click any card to instantly open a basic data panel for that stock, giving you the same clean overview you see on regular stock pages without leaving your watchlist. From there, you can quickly decide whether to add it to your watchlist or investigate further.

Why Smart Watchlists Matter

• Keep your favorite stocks and strategies organized in one place.
• Monitor performance and risk with institutional-grade metrics, not just price.
• Discover new, relevant ideas automatically instead of hunting manually.
• Move seamlessly from high-level portfolio view to deep stock analysis.