How your Dashboard is organized:

When you first get started, your Dashboard will be set up with some of your watchlists and saved searches, as well as any previous Dashboard selections. For new users, it will be based on your selections during sign-on.

There are 3 Dashboard templates for you to use that are fully customizable, or you can build your own Dashboard from a blank canvas.

Each template comes pre-set with feeds for research, company documents, and news. You can easily add your own saved searches for keywords or more advanced queries to any dashboard.


How to add a Dashboard:

  1. Click the plus sign at the top of the left-hand panel.

  2. Select a dashboard template:

    1. Watchlist Dashboards are for when you monitor information about multiple companies.

    2. Industry Dashboards are for when you want to monitor all new information across a particular sector.

    3. Company Dashboards are for when you only want to see information for one company at-a-glance.

    4. New (or Custom) Dashboards are for when you have a set of related keywords or market themes in mind that you'd like to track in one view.

  3. Based on the template you select, you will then be prompted to add in companies, industries or to add a search.


How to add a search to a Dashboard:

  1. Run a search using the keyword or ticker search at the top and select the content sources you would like to filter

  2. Click the blue Search button and then the black Save Search button

  3. Name your search and set up an alert frequency

  4. Select the dashboard you would like to save it to


How to add a Watchlist to a Dashboard

  1. Click the plus sign at the top of the left-hand panel.

  2. Select Watchlist Dashboard

  3. Add the companies you would like to monitor.


How to edit a search in a Dashboard

  1. Click the three dots in the upper right-hand corner of the column you'd like to edit and then click Manage.

  2. From this view, you can either click edit search criteria to be brought to the main view where you can edit the keywords, companies or content sources or change the Dashboard your search is saved on.

  3. Then click Save.


How to remove a search from a Dashboard

  1. Click the three dots in the upper right-hand corner of the column you'd like to edit and then click Manage.

  2. From this view, you switch the toggle to off to remove the search from the Dashboard.

  3. Then click Save.


How to remove a Dashboard

  1. Select the dashboard you would like to edit in the left-hand panel and click "Manage" in the upper right-hand corner.

  2. Click the Toggle button to hide the Dashboard from view or select delete to delete any saved searches or alerts related to that Dashboard.

    1. Industry and Company Dashboards can be shown/hid

    2. Watchlist Dashboards can be shown/hid, or they can be deleted by deleting the Watchlist itself

    3. Custom Dashboards are deleted

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