The Buying and selling Dashboard is your all-in-one platform for real-time market information, funding analysis, information and buying and selling. It means that you can customise your workspace and carry out a number of duties – together with managing watchlists, analyzing particular person securities, monitoring world markets and extra – all in the identical view.
Right here we’ll spotlight some key options of the Buying and selling Dashboard and present you easy methods to arrange your workspace.
1. Open an summary web page
The primary time you launch the Buying and selling Dashboard, discovered below My Portfolio, you may see a default overview web page. To get began, you should utilize this web page or select one of many outlined overview pages.
You may also open overview pages from the principle menu or from the title bar within the Buying and selling Dashboard.
Beneath is an instance of an summary web page. Inside this web page, you may:
- Get an prompt have a look at the intraday efficiency of chosen indices
- Select an index from the highest to view its underlying securities
- Kind the shares by share change to determine gainers and losers
2. Open a fast menu.
To get extra details about a safety, click on the three dots beside its title. It will carry up the safety’s fast menu.
The short menu supplies entry to crucial data and widgets associated to an asset class. For a inventory, you may see the next choices:
- All Markets
3. Use the widgets.
A widget is a part of the Buying and selling Dashboard that allows you to carry out a operate or entry data. You’ll be able to add, rearrange and take away widgets in your workspace as you want.
Beneath is an instance of the Factsheet widget, which supplies an summary of a single safety or index. It additionally incorporates tabs with in-depth data, similar to charts and information.
Every widget has a menu that offers you extra choices. You’ll be able to navigate to different widgets or take widget-specific actions. For instance, you may open a chart in a separate Chart widget. Menu choices differ by asset class and widget sort.
4. Customise your workspace.
You’ll be able to create a private market overview by including and arranging widgets in your workspace.
This is how your workspace might look, if you happen to’re within the Canadian market. The instance under consists of 4 widgets, together with the portfolio, watchlist, information and chart widgets.
The primary time you launch the Buying and selling Dashboard, you may select from 5 workspaces, which you may discover within the title bar on the high of the Buying and selling Dashboard display. The primary choice is the default overview web page.
Workspaces are saved robotically each 30 seconds, every time you turn workspaces and whenever you log off.
To start out customizing, choose an empty workspace.
Click on the principle menu within the high left nook of the Buying and selling Dashboard. Widgets is the primary choice.
Add a widget to your workspace by clicking its thumbnail icon or the Add button.
You’ll be able to resize and rearrange widgets inside your workspace.
To fill an empty widget, use the search operate to discover a particular inventory or index. You’ll be able to prohibit the asset class by clicking Filter.
For instance, to create a inventory watchlist, add a Checklist widget to your workspace, then use the search operate to seek out particular shares.
To study extra about watchlists, please learn the tutorial on watchlists.
Different widgets present quick entry to a inventory’s historic particulars, information and elementary information. So as to add them to your workspace, open the principle menu, click on Widgets and open a Chart widget, a Information widget and a Factsheet widget. Resize and prepare them as you want.
You’ll be able to simply populate your widgets by dragging and dropping shares. You may also hyperlink widgets through the use of the broadcasting characteristic.
5. Linking widgets by way of broadcasting
You’ll be able to broadcast content material from one widget to different linked widgets.
On this occasion, we’ll use the fast menu in a Chart widget to open a Information widget.
You’ll be able to hyperlink the 2 widgets through the use of the three colored dots within the title bar of the Buying and selling Dashboard.
As soon as linked, whenever you change the content material in a single widget, the opposite linked widgets will replicate the change.
Professional Tip: In a single workspace, you may create as much as three teams of linked widgets. Additionally, you should utilize the X-ray characteristic within the title bar to handle your widget teams in a single spot.
6. Get to know the sidebars.
The Buying and selling Dashboard has two sidebars: the principle menu and the Private Stream sidebar.
We have proven you easy methods to open overviews and add widgets utilizing the principle menu. The following choice is Portfolio & Lists.
By way of Portfolio & Lists, you may:
- Open your portfolios
- Open your watchlists
- Browse over 200 predefined lists
- Examine your order statuses
The principle menu can be the place you may discover Settings. That is the place you may customise the dashboard and widget behaviour, together with language, color scheme and the codecs of dates and numbers.
Private Stream sidebar
The Private Stream sidebar supplies an prompt overview of your portfolio and exercise historical past. You’ll be able to entry this sidebar by clicking the icon within the high proper nook of the title bar within the Buying and selling Dashboard.