How to create and save a search

Step 1: Start a New Search

1. From your side navigation menu, click New Search.

2. Choose your focus:

   • Companies – find and track mining companies.

   • Mining Assets – explore individual projects or sites.

3. Decide how you’d like to search:

   • Discover by Criteria – use filters to find new opportunities.

   • Specific – track particular companies or assets you already know.

   • By Company/Asset Set – use a pre-defined set you’ve already created.

4. Click Next to continue.

 

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Step 2: Filtering or Choosing Specific Companies or Assets

Once you’ve chosen your focus, you’ll define what Pulse should look for.
You can either apply filters to discover new opportunities or select specific companies or assets to monitor directly.

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Step 2.1 – Using Filters (Basic and Advanced)

Filters help narrow your search so you only see the most relevant results.
Use Basic Filters for quick discovery, or Advanced Filters when you want detailed, custom conditions.

Basic Filters

Here you can define the Market Cap, Exchange, Commodity, Region or Country, and Mining Phase you’re interested in.
For example:

• Market Cap: 300,000,000 – 2,000,000,000 USD (mid-tier companies)

• Exchange: ASX (Australian Securities Exchange)

• Commodity: Copper and Gold

• Regions: Australia and Chile

• Phase: Development and Production

When everything is set to your satisfaction, click Next.

Tip: Basic Filters are ideal for quickly surfacing opportunities.
Advanced Filters allow far more precision and control.

Advanced Filters

Switch to Advanced Filters at any time to build complex, highly targeted searches.

Available filter types include:
Market Cap | Stock Price | Exchange | Asset Commodities | Asset Regions | Asset Countries | Asset Phases | Annual Production | Production Cost | Proven & Probable Reserves | Measured & Indicated Resources
(new options are added regularly)

When you add an advanced filter, Pulse will ask you to set a condition, such as:

• Equal to / Only in any of – match exact values or items in a list.

• Greater than or equal to – show results above a threshold.

• Less than or equal to – show results below a threshold.

Then you’ll choose or enter the value, e.g. “market cap < 1 billion USD”.

You can layer multiple advanced filters together.
At the bottom of the filter panel, decide how they should interact:

• All – results must meet every condition.

• Any – results can meet one or more.

• Custom – build your own expression (e.g. filters 1 AND 2 OR 3).

Example: Find companies producing > 100,000 oz of gold per year AND market cap < 2 billion USD, operating in Australia or Chile.

When you’re happy with your setup, click Next.

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Step 2.2 – Selecting Specific Companies or Mining Assets

If you chose Specific during search setup, Pulse will prompt you to pick the exact companies or assets you want to track.
There are two ways to do this:

Option A – Choose Individual Companies or Assets

Use this when you want to hand-pick items one by one.

1. Type a name into the search bar or scroll through the list.

2. Double-click an item to add it to your selection.

3. Each selection appears in the right-hand column, showing everything chosen so far.

4. Add or remove items until complete, then click Next.

Example: Double-click Sandfire Resources or Antofagasta PLC to track those companies.

Option B – Choose by Company or Asset Set

If you already have predefined sets, this option loads them instantly.

1. Select By Company/Asset Set in the search setup.

2. From the drop-down menu, pick one of your existing sets – for example “Copper Producers – Australia”.

3. Pulse links that entire set to this search and automatically tracks updates for each item.

4. Click Next.

Tip: Using sets saves time and ensures consistency across searches.
See also: How to Create and Manage Company & Asset Sets.

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Step 3: Choose Relevant Content Sources

Pulse automatically gathers information that matches your search parameters.
You can include any combination of:

• News Reports – industry or company announcements

• Documents – official filings and reports

• Structured Data – production, financials, and technical metrics

1. Each source contains its own categories.
2. Open each dropdown, review the available categories, and tick the ones that matter to you.
3. When finished, click Next.

Example: Choose News Reports → Corporate Announcements and Documents → Technical Reports to stay on top of verified company disclosures.

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Step 4: View and Refine Your Results

Your results now display in a table view, listing all matching companies or assets.

If you set broad filters and received a wide range of results:

• Click the Filters button on the right.

• Adjust parameter ranges or add criteria to refine the table.

These refinements do not affect your original search setup — they simply help you explore the data interactively.

 

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Step 5: Save and Manage Your Search

When you’re satisfied with your setup and results:

1. Click Save Search.

2. This will:

   • Save your filters for later use.

   • Activate Pulse’s automatic daily results collection.

   • Allow you to create email alerts for new activity.

You can access all saved searches under Results → Saved Searches.
Pulse updates these automatically every day, so your intelligence stays current.

 

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Next Steps

Now that you know how to create and save a search, you're ready to start monitoring key companies, assets, or themes with automatic updates and dynamic tracking.

If you want to stay notified when new results match your criteria:
→ Read: Configuring Alerts

If you’d like to edit, pause, or remove a saved search:
→ Read: Managing Your Searches
→ Read: How to Edit or Delete a Search

If you want to organise your saved searches or temporarily pause tracking:
→ Read: Active vs Inactive Searches