← Help center

Dashboard guide

Learn how panels, layouts, and dashboard readouts fit together.

How the dashboard is organized

The dashboard brings multiple panels together into a structured research workspace. Panels help organize context, breadth, layouts, and selected research conditions into a single workflow.

Exact panel content can vary depending on configuration and plan.

Common panel categories

Panel categories are intended to help organize research. Availability and detail can vary by plan and configuration.

  • Market context

    Provides structured background and category-level context.

  • Breadth and activity

    Shows broader participation and activity readouts.

  • Layouts and snapshots

    Helps organize views and compare changing conditions.

  • Policy and structure

    Provides informational context and structured updates where available.

  • Monitoring surfaces

    Displays monitored-condition views where enabled.

How to interpret dashboard information

  • Readouts

    Panels are informational readouts, not trade instructions.

  • Updates

    Information availability and cadence may vary by plan and configuration.

  • Highlighted states

    Highlighted states provide context and are not guarantees or recommendations.

  • Snapshots

    Snapshot views are intended to support review and organization.

How updates work

Dashboard information may refresh through a combination of scheduled updates and user actions depending on plan and configuration.

Availability and timing can vary.

What "live snapshot" means

Where available, snapshot surfaces may provide more frequently refreshed views. Availability can vary by capability and configuration.

These views are informational and should not be interpreted as recommendations or guarantees.

Where to go next

Important reminder

This product provides informational and analytical decision-support tools only. It does not provide financial advice and does not facilitate transactions, trading, or trade execution.