Portfolio & Watchlist Tracker

I am wondering how analysts working at HFs track their portfolio and watchlist companies' upcoming earnings, analyst days, and other upcoming events.

CapIQ has a report builder, however the user interface isn't great. I'm wondering if there are better tools out there using CapIQ or Bloomberg?

197 WSO Academy Hedge Fund Session Reviews: 4.78/5

Class of '29 Sep 2026 Cohort

5.00/5

Hedge Fund LinkedIn Review

“My meeting with Kevin Lee was super helpful and went well beyond what I originally expected. We met to discuss my LinkedIn profile, but the conversation also covered the hedge fund space and how I’m thinking about my career as a whole. I really appreciated being able to talk about both how I present myself professionally and the broader direction I want to take. As someone interested in hedge funds but also exploring other paths in finance, it was helpful to have a conversation that connected my profile to my actual interests and goals. Kevin gave me a lot to think about, and I left feeling clearer about my next steps. Overall, I really appreciated his time and willingness to go beyond the original purpose of our meeting.”

Class of '26 Sep 2026 Cohort

4.56/5

Hedge Fund Mock Interview

“He was very responsive and prepared for the meeting. He actually read the JD, resume, and looked up linkedin which sometimes other mentors doesn't actually go over those to prepare things beforehand. I appreciate his direct comments I think it saved time and actually helped me to know exactly where to improve. I also appreciated him admitting if he doesn't know about specific HF strategy. Only thing I'd suggest for him is probably sending actionable key takeaways after the meeting because other mentors did and that was very helpful. ”

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1 Comments

Fill-or-kill

HF

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Authored by: Certified Hedge Fund Professional - Portfolio ManagerCertified Hedge Fund Pro

+21	3x SWE FAANG Intern -> Fundamental Analyst @ HF	13	5h
+11	Fund 1 8%, fund 2 5%, when will fund implode?	5	3h
+3	Castle Hook Partners	0	5d
+3	Disclosed non public fund performance to a headhunter	3	22m
+3	Dragoneer	1	1d

1	redever	99.2
2	BankonBanking	99.0
3	Secyh62	99.0
4	kanon	99.0
5	GameTheory	98.9
6	dosk17	98.9
7	CompBanker	98.9
8	Betsy Massar	98.9
9	DrApeman	98.9
10	bolo up	98.8

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Portfolio & Watchlist Tracker

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Portfolio & Watchlist Tracker

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