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Getting Around

Welcome to Advanced Dashboard, a service offering a powerful suite of tools, analytics and research designed to help you seize opportunities. With Advanced Dashboard, you can benefit from an intuitive trading interface featuring built-in layouts used widely by investors and take advantage of many customization features to support your unique strategy.

Top Navigation Pane:

Changing Colour Themes:

You can choose between two colour themes: classic (black text on white background) and modern (white text on black background).  To change the colour theme, select Settings in the upper right corner of the Advanced Dashboard window then choose the General Tab to display the colour theme dropdown box.

Workspaces:

Your trading layout will be automatically saved when you switch between layouts or when you close the Advanced Dashboard window. Click on the three bars of the desired workspace or tab to make the following adjustments:

Rename Workspace: You can rename the name of your workspace seen on the tab.

Remove Workspace: Deletes your workspace. Warning – your workspace will not be recoverable.

Tile & Fill: You must be inside the desktop layout and the workspace you want to change for this option to appear. This feature rearranges your components to nicely fill the screen in the most effective format.

Component Controls:

Component Link Mode:

Each component can have its behaviour configured for broadcasting/receiving symbols to/from other components in the active tab. When clicking or entering a symbol anywhere in Advanced Dashboard, the symbol is broadcast to the selected channels. Any component listening on that channel will change its symbol to the new symbol.

Example: The Heat Map component is set to send symbols to Channel 1 (Blue). The Chart and Quote Detail components are set to receive symbols from Channel 1 (Blue).

Undocking Components:

On any trading view, you can undock components by clicking on the icon to open the widget in a new pop-up window.

Columns:

In various components like MarketsMost Active, and Watch List, you customize how the columns appear.

*You can create a new template or duplicate one with the same settings.