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Dashboard

Designed to pick up where you left off, discover new investment opportunities, monitor your portfolio, and stay informed on market trends.

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Written by Polly
Updated over 3 months ago

Recent Searches & Quick Links: The first section of the dashboard showcases your recent searches and popular searches across the platform, with quick links to easily navigate the rest of the app.

Prebuilt Screens (Premium Only): The second section offers direct access to powerful prebuilt screens, making it easier for you to find promising new stocks.

Portfolio Overview (Premium Only): In the third section, select a portfolio to view a concise overview of its current status.

Market Overview with ETFs: The fourth section provides powerful insights into the market with quick views of two key ETFs: SPY and IWV.

Market Movers & S&P 500 Heatmap: The fifth and sixth sections keep you updated on the day’s top gainers, losers, and movers, along with a heatmap showing how the S&P 500 has changed throughout the day. This helps you stay on top of market movements at a glance.

  • Note that you can change the price return frequencies on the Heatmap between Day change, Weekly, Monthly, Quarterly, YTD, and LTM

  • You can also change between a heatmap and a table form

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