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An investor using this view is not one to miss an opportunity to buy or sell — and likely has a watchlist for every occasion. Here, investors can view their portfolio and four watchlists all on one screen. There’s also a "Top/Flop" view, which shows the top performers and the “flops.”
To replicate this Dashboard example:
- Launch the Trading Dashboard from “My Portfolio” or “Place an Order”
- Select a work space from the five available across the top of the Dashboard
- Open the main menu in the top left corner of your screen
- Select “Portfolio & Lists” and choose “Portfolio”
- Choose your desired portfolio by clicking on it from the list on the right
- Size and drag the widget to the upper left side of your work space
- Return to the main menu in the top left corner of the Dashboard
- Choose “Widgets” and locate the “Top/Flop” widget, then click “Add”
- Size and drag the widget to the middle of your screen
- Use the magnifying glass to search for an index to populate the widget (the example above uses NASDAQ 100)
- Return to the main menu, select “Portfolio & Lists” and then “Watchlist”
- Choose the desired watchlist by clicking on it from the list on the right
- Size and drag the widget to the upper right side of your work space
- From the main menu, select “Widgets”, “All” and then add a “Chart” widget
- Size and drag the widget to the lower left side of your work space
- Use the magnifying glass to search for a security to populate the widget, or drag and drop a security from the watchlist or portfolio widget already opened
- For the remaining two widgets, select “Portfolio & Lists” and then “Watchlist” again from the main menu, and choose your desired watchlist from the lists on the right
- Size and drag the widgets to the lower middle and right sections
Tip: To change the type of chart displayed, use the Display dropdown menu within the chart.
Find out more about using the Dashboard in An Overview of the Trading Dashboard. For another sample setup idea, check out I SPY Options.
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