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Panels guide

Learn how panel categories organize research context and dashboard readouts.

How panels are organized

Panels organize related research context into focused readouts. Each panel category is intended to help users review a different part of the research workflow.

Panel availability, detail, and refresh behavior can vary by plan and configuration.

Common panel categories

Different panels provide different kinds of context. Availability can vary by account configuration and plan.

  • Market context

    Provides structured background and category-level context.

  • Breadth and activity

    Summarizes broader participation and activity readouts.

  • Liquidity context

    Helps organize liquidity-related context where available.

  • Policy and structure

    Provides informational context and structured updates where available.

  • Layouts and snapshots

    Helps users organize views and compare changing conditions.

  • Monitoring surfaces

    Displays monitored-condition views where enabled.

How to use panels together

Use panels as complementary readouts within a broader research workflow.

  1. Start

    Start with context

    Begin with broad context before narrowing into specific readouts.

  2. Compare

    Compare related panels

    Look across panel categories to understand whether context is consistent.

  3. Review

    Review highlighted states

    Use highlighted states as informational cues where available.

  4. Organize

    Keep the workflow structured

    Use layouts and saved views where available to keep sessions consistent.

Things to keep in mind

  • Informational readouts

    Panels provide informational readouts, not instructions.

  • Availability

    Panel content and detail may vary by plan and configuration.

  • Freshness

    Information may be delayed, sampled, incomplete, or unavailable.

  • Context

    Panels are most useful when reviewed together with surrounding information.

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.