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User guide

Learn how the workspace, panels, layouts, and research tools fit together.

How the platform is intended to be used

The workspace is designed to help organize information and research context into a structured review process.

Panels, layouts, watchlists, and highlighted states may work together to support review and organization.

Availability may vary by account configuration and plan.

Typical workflow

Use the platform as a structured way to review and organize research context.

  1. Orient

    Understand the workspace

    Review layouts, panel categories, and available workspace areas.

  2. Review

    Review dashboard information

    Use informational readouts and surrounding context together.

  3. Organize

    Save and organize views

    Use layouts and saved views where available to maintain consistency.

  4. Continue

    Explore additional guides

    Use related articles to understand indicators and monitored conditions.

Key concepts

  • Workspace structure

    Panels and layouts organize information into focused review areas.

  • Informational readouts

    Readouts provide context and should not be interpreted as instructions.

  • Availability

    Some tools and views may vary by account configuration.

  • Review process

    Research context is generally most useful when reviewed together rather than individually.

What to keep in mind

  • Not all tools are universal

    Available views and workflows can vary by account configuration and plan.

  • Information can vary

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

  • Use context together

    Review panels, indicators, and surrounding information together where available.

  • No action instructions

    The product provides informational context, not instructions.

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.