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?

199 WSO Academy Hedge Fund Session Reviews: 4.77/5

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. ”

See All 11,781 WSO Academy Reviews

1 Comments

Fill-or-kill

HF

5y

Iusto nesciunt quia illum. Omnis eos animi nam architecto omnis adipisci deserunt. Magni omnis aliquam laudantium ut aliquid temporibus.

Error et illo ducimus voluptatem. Fuga omnis consequuntur ex debitis ullam.

Molestiae similique doloribus ad consequatur corporis tempore. Aperiam ipsam enim id. Est qui corporis accusantium at similique eum. Soluta ab quia ipsam ea a quod modi. Quis qui sed ipsum eum rem.

Fugiat iste ipsum ipsam ipsum voluptas harum. Ab asperiores sed sed. Alias sunt quia vero cupiditate corrupti eos corrupti.

Reply

Quote

Report

Other

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

+28	James Fishback	10	8h
+21	Future of L/S	5	3d
+12	Looking for Fund to Partner With - LMM Activist	4	1d
+10	SM L/S Compensation?	3	1d
+9	Moving from credit to equity?	3	5d
+9	MMHF Central Execution Trajectory/Advice	1	2d
+9	How to prep for credit HF?	4	2d
+4	Jensen Huang	1	20h
+3	Chefs at Pod Shops	2	3d
+1	Discerene Group	2	1h

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

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Portfolio & Watchlist Tracker

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Portfolio & Watchlist Tracker

See All Comments - 100% Free

Trending Content - Hedge Fund Forum