What is the Dashboard? #
The Dashboard is a fully customizable blank workspace that allows you to set up and arrange charts, screeners, watchlists, and many other apps in any way you choose.
To get started, click on the Dashboard module icon in the main navigation menu.
You can create a new Dashboard from either the create new menu in the dropdown menu or the quick create icon in the header.
To add apps to your Dashboard, click add apps in the centre of the dashboard or the add apps button in the header.
Drag and drop Apps from the Add Apps section on the right side of your Dashboard directly onto your Dashboard workspace anywhere you want, then size and arrange them however you like.
There are many different Apps available with more coming soon, so check the App menu frequently for new exciting Apps. Below is a quick explanation of the various apps.
- Screener App – A mini version of the main Screener module with all the same functions. View, create or edit screens.
- Watchlist App – All your watchlists in a compact version. View, edit or create new watchlists from inside the Watchlist App.
- Stats Table App – A resizable version of the main stats table that can be resized to show as much (or as little) data as you want.
- Chart App – View all your chart layouts, drawings and indicators in a resizable format.
- Specialty Apps – Various specialized apps to help you visualize trends, performance and data points.
Once you have everything arranged, the different Apps can then be linked using the colour groups.
Multiple Dashboards #
You can create multiple Dashboards for different situations, all accessible with just one click of the mouse.
For example, you might have one dashboard with longer time frames and EPS data, while you might have another with nothing but intraday charts. You could even create custom dashboards organized by sectors and/or industry groups.
There are endless ways you can create custom dashboards, so use your imagination and see what you can come up with that suits your needs.
