Watchlists
Click the star/bookmark icon on any bank profile or search result to add it to your watchlist. Watchlisted banks appear on your Dashboard for quick monitoring.
- Free plan: Up to 3 banks on your watchlist.
- Pro plan: Unlimited watchlist entries.
Custom Peer Groups
The Custom Peers page lets you define your own peer groups. This is useful for:
- Comparing community banks in a specific region.
- Benchmarking against competitors of similar size and loan mix.
- Tracking a portfolio of banks you cover as an analyst.
Creating a Peer Group
- Open Custom Peers from the sidebar.
- Click New Peer Group and give it a name.
- Search for banks and add them to the group.
- View aggregate statistics and per-bank comparisons within the group.
Free accounts can create 1 peer group. Pro accounts have no limit.