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Navigators: Keep it Simple with a New Default Trading Dashboard
Written by The Inspired Investor team | Published on April 26, 2024
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Explore RBC Direct Investing’s improved Trading Dashboard with a simple and intuitive Default view designed to help you get trading right away. You can access this all-in-one trading platform under the Trade & Transfer drop-down menu.
The new “Default” view requires no setup and serves as an excellent starting point for people new to our dashboard. It allows you to tailor your experience as you become more acquainted with the platform. It’s free to use and puts the most popular features at your fingertips, making it easy to navigate RBC Direct Investing’s platform. You can also create a customizable dashboard view with several features, including comprehensive market data, video tutorials, quick reference guides and more.
Intuitive configuration
The advanced dashboard lets you add various widgets to your main page, while the Default view is simpler with several intuitive features:
- Toggle between views
Easily switch between Portfolio and Watchlist views, so you can quickly see how the stocks, ETFs and options you own – or may want to buy in the future – are performing. - Dive into factsheets
You’ll also see the Factsheet widget, which provides an overview of a single security or index. Choose an asset in your portfolio or use the search function to get in-depth data, such as the bid and ask numbers, a stock chart, news and much more. - Stay informed with industry news
Finally, the updated dashboard’s news components will prioritize stories based on your portfolio or watchlist. There you’ll find info on analyst upgrades or downgrades, industry information, earnings figures and articles that could help you make better trades.
Additional enhancements
The Default view also comes with additional enhancements. For instance, at RBC Direct Investing you can trade in both Simplified and Traditional Chinese in addition to French and English. The Trading Dashboard will also automatically update to show any currencies that you have holdings in.
Our new default dashboard on the RBC Direct Investing platform makes it easy to get started and find what you’re looking for, so you have more time to make the trades that will help you grow your portfolio. Once you get comfortable, easily customize your view with other widgets, such as quotes, index constituent information and order status.
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RBC Direct Investing Inc. and Royal Bank of Canada are separate corporate entities which are affiliated. RBC Direct Investing Inc. is a wholly owned subsidiary of Royal Bank of Canada and is a Member of the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund. Royal Bank of Canada and certain of its issuers are related to RBC Direct Investing Inc. RBC Direct Investing Inc. does not provide investment advice or recommendations regarding the purchase or sale of any securities. Investors are responsible for their own investment decisions. RBC Direct Investing is a business name used by RBC Direct Investing Inc. ® / ™ Trademark(s) of Royal Bank of Canada. RBC and Royal Bank are registered trademarks of Royal Bank of Canada. Used under licence.
© Royal Bank of Canada 2024.
Any information, opinions or views provided in this document, including hyperlinks to the RBC Direct Investing Inc. website or the websites of its affiliates or third parties, are for your general information only, and are not intended to provide legal, investment, financial, accounting, tax or other professional advice. While information presented is believed to be factual and current, its accuracy is not guaranteed and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author(s) as of the date of publication and are subject to change. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by RBC Direct Investing Inc. or its affiliates. You should consult with your advisor before taking any action based upon the information contained in this document.
Furthermore, the products, services and securities referred to in this publication are only available in Canada and other jurisdictions where they may be legally offered for sale. Information available on the RBC Direct Investing website is intended for access by residents of Canada only, and should not be accessed from any jurisdiction outside Canada.
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