3.1 Overview

Workspace lists help you organize investments into groups for quick access and analysis.

3.2 Create a Workspace List

1. On the Investments page, click Create List.
2. Enter a unique list name.
3. Choose Team or Only Me for visibility.
4. Click Create List.
5. The new list appears as a tab on the page.

3.3 Edit a Workspace List

1. Click Edit List on the toolbar.
2. Update the list name or visibility.
3. Click Save and verify the update.

3.4 Delete a Workspace List

1. Open a custom list tab.
2. Click Edit List, then Delete List.
3. Confirm deletion in the dialog.

⚠️ Warning

Deleting a list removes that curated view but does not delete the workspaces themselves.

3.5 Add a Workspace to a List

1. Select a custom list tab.
2. Click Add Workspace.
3. Search for an existing workspace and select it.
4. Click Add to List.

3.6 Export a List to CSV

1. Open a list with data.
2. Click Export CSV.
3. Verify the file downloads successfully.