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    Your dashboard

    Available on: Web · iOS · Android

    On this page

    The dashboard is the page you open first: a grid of cards you choose and arrange, such as a stock chart, your watchlist, the market heatmap and the theme tables. The scanner finds stocks that match your rules. The dashboard shows you the market and your work at a glance.

    Web and mobile keep separate dashboards. A layout you save on the web doesn't appear on your phone, and the other way round.

    Tour

    Market Overview, the default preset. Every card can move, resize or go.

    • My Dashboard: the page title, with your layout's name beside it, or Unsaved when your changes aren't saved yet.
    • Market Status: whether exchanges, index groups and currency markets are open, closed or in extended hours.
    • Add to dashboard (the grid icon): the card picker.
    • Settings & layout (the cog): save, load and reset layouts, apply a preset, and open Dashboard Settings.
    • Card handle: the small bar at the top of a card. Drag it to move the card.
    • Card cog: the card's own settings, such as its title, its cohort or its refresh interval.
    • ... (card menu): Maximize, Duplicate Card and Delete Card.
    • Link dot: on cards that pick tickers, the dot at the top left sets the card's Link color.

    The sidebar's Take the tour button replays the welcome tour of the app.

    Create and configure

    Start from a preset

    A preset is a ready-made layout. Pick one to start, then change what you like.

    1. Open Settings & layout, then Presets. On a new, empty dashboard, click Load a preset.
    2. Pick a preset. If a saved layout is open, choose Apply Preset to replace its cards, or New Layout to start a fresh one.
    3. The preset opens unsaved. Save it to keep it.

    Add a card

    1. Click Add to dashboard (the grid icon at the top right), or Add widgets on an empty dashboard.
    2. Click a card to add it. A check marks the cards already on your dashboard. Click a checked card to remove it.

    Cards under Views go on once each. Cards under Components, Stock Chart and Watchlist, can go on as many times as you like.

    Move, resize and remove a card

    • Move: drag the handle at the top of the card.
    • Resize: drag the card's bottom right corner.
    • Remove: open the card's ... menu, choose Delete Card, then confirm with Remove View.
    • Copy: Duplicate Card adds a second copy with the same settings.

    Change a card's settings

    Open the card's cog (gear on mobile). Every card has a Title, so two copies of a card can carry different names. The other settings depend on the card: a cohort for Market State, a ticker for Stock Chart, a refresh interval for the cards that refresh.

    Link cards

    Linked cards follow each other. Pick a ticker in one card and the Stock Chart on the same color switches to it.

    1. Click the dot at the top left of a Watchlist, Hot Market Tickers, Relative Strength or Stock Chart card.
    2. Pick a color. Give the chart the same color.
    3. Click a ticker in the first card. The chart follows.

    Linking is most useful where linked cards sit side by side: the web, an iPad or a phone in landscape.

    Save your layout

    1. Open Settings & layout and choose Save Layout As.
    2. Enter a Layout Name. Tick Set as Default to open this layout every time you come to the dashboard.
    3. Click Save As.

    Once a layout has a name, the dashboard saves your changes a few seconds after you stop editing. Before that, unsaved changes stay in this browser only. Use Load Layout to switch between saved layouts, and New Layout to start an empty one.

    Reference

    Cards

    CardWhat it showsPlanPlatforms
    Market StateWhat kind of market this is, for one group of stocks. See Market State.Free (Volume, Concentration and Co-movement: Super Pro)Web, mobile
    Market HeatmapStocks as tiles grouped by sector and industry, colored by the measure you pick.FreeWeb, mobile
    Hot Market TickersStocks with a market cap over $1M and relative volume over 2.0, ranked by relative volume.FreeWeb, mobile
    Relative StrengthTickers ranked by relative strength in the whole market, a sector or an industry, best or worst.Free (extra regime columns: Super Pro)Web, mobile
    Theme OverviewEvery theme in one table, ranked by strength and its direction. See Themes on the dashboard.Free (strength columns: Super)Web, mobile
    Theme PerformanceThemes ranked by return over the period you pick.Free: top 3 themes over 1D. Super: every theme and periodWeb, mobile
    Theme HistoryA theme measure by theme over time, as a river chart or, on web, a heatmap.Free: latest 5 days. Super: full historyWeb, mobile
    Theme HeatmapA theme measure by theme over time, as a grid of cells.Free: latest 5 days. Super: full historyMobile (on web, a Theme History chart type)
    Theme MotionEach theme as a point on three measures, played across the history window.SuperWeb
    Stock ChartA price chart for one ticker.FreeWeb, mobile
    WatchlistOne of your watchlists, or a saved scan's latest results, with prices.FreeWeb, mobile
    My Recent ScansYour latest saved scans. Open one in the scanner.FreeWeb, mobile
    My Scan ActivityHow many scans you ran each day, as a calendar of cells.FreeWeb, mobile

    On the Free plan, prices on the dashboard are 15 minutes late. See Data delays and market hours.

    Presets

    PresetCardsPlatform
    Market Overview (default)Stock Chart, Hot Market Tickers, Market Heatmap, Theme Performance, My Recent Scans, My Scan Activity, Relative Strength, Theme OverviewWeb
    Active TraderTwo watchlists, each linked to its own stock chartWeb
    Watchlist & ChartWatchlist, Hot Market Tickers and Stock Chart, all linkedWeb
    Momentum RadarRelative Strength and Hot Market Tickers linked to a Stock Chart, with the Market HeatmapWeb
    Sector & ThemesMarket Heatmap, Theme Performance, Theme HistoryWeb
    ThemesTheme Overview, Theme Motion, Theme Performance, Theme HistoryWeb
    Scan WorkflowMy Scan Activity, My Recent Scans, WatchlistWeb
    Market Overview (default)Stock Chart, Market Heatmap, Hot Market Tickers, Theme PerformanceMobile
    Relative StrengthRelative Strength, Hot Market Tickers, My Scan ActivityMobile
    My ActivityMy Scan Activity, My Recent Scans, Hot Market TickersMobile
    Sector & Theme TrendsTheme Heatmap, Theme History, Theme Performance, Hot Market TickersMobile

    Market State is in no preset. Add it from the card picker.

    Dashboard settings

    These apply to every card on the dashboard. On the web, open Settings & layout, then Dashboard Settings. On mobile, tap Menu, then Dashboard settings… (shown when a watchlist or theme history card is on the dashboard).

    SettingWhat it doesPlatforms
    Live price ticksOn: watchlist prices tick and flash on every trade. Off: they update every 2 seconds.Web, mobile
    Auto-reload scan watchlistsA watchlist card fed by a scan refreshes when the scan finds new results.Web, mobile
    Hide size & float bucketsHides theme groups that formed on risk appetite and liquidity, not on a shared business. On by default.Web
    Theme liquidity floorHides themes whose typical member trades less than this per day. Off by default.Web
    Theme cards open onWhich themes the history and motion cards show before you pick any.Web, mobile

    Tips

    • Start from a preset close to how you trade, then remove what you don't read. A short dashboard loads faster and reads faster.
    • Name your layout early. A named layout saves itself on the web, so you don't lose a change when you close the tab.
    • Keep one layout per job, such as a morning market check and a watchlist for the session, and switch with Load Layout.
    • Put the Market State card next to the Market Heatmap. The heatmap shows which stocks moved. Market State shows how broad the move was.

    Troubleshooting

    IssueCauseSolution
    My dashboard looks different on another computer.On the web, changes to an unsaved layout stay in the browser that made them.Save the layout with Save Layout As, then load it on the other computer.
    My phone shows a different dashboard from the web.Web and mobile keep separate dashboards.Build and save each one on its own platform.
    I can't find the Market State card in the picker.The card isn't available for every account yet.Check back later. A Market State card already on your dashboard keeps its settings.
    Theme Motion shows an upgrade prompt instead of a chart.Theme Motion needs Super or Super Pro.Upgrade on Plans and limits.
    My mobile save fails with "Saved dashboard limit reached".You have 20 saved dashboards.Delete one under Menu, then Load…, and save again.
    Prices on my watchlist card are 15 minutes behind.The Free plan shows delayed prices.Upgrade for realtime prices.

    Related

    Market StateRead the market's breadth and regime for one group of stocks.Themes on the dashboardRank themes by strength and see how they move.Performance metricsHow your saved scans' picks performed.Using scanr on the webThe web app's layout and shortcuts.Mobile app (iOS and Android)The app's tabs, alerts and settings.

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