Dashboard Style: The Classic – Plus

This Trading Dashboard view might appeal to the investor who likes to keep things simple and straightforward, but with a bonus. Here you’ll find a Factsheet – which provides detailed quote information – and order status, but also an overview of North American indices.

To replicate this Dashboard example:

Launch the Trading Dashboard from Trade & Transfer
Select a work space from the five available across the top of the Dashboard
Open the main menu in the top left corner of your screen
Select “Overviews” and then “Major North American Indices”
Size and drag the overview widget to the left side of your work space
Return to the main menu in the top left corner of the Dashboard
Choose “Widgets”, then “All” and click “Add” on the “Factsheet” widget
Size and drag the widget to the upper right side of your work space
To populate, use the search function at the top of the widget or drag and drop a security from the “Overviews” widget (the example above uses Royal Bank of Canada)
Return to the main menu again and choose ”Widgets”, then “All” and add the “Order Status” widget
Size and drag the widget to the bottom right side of your work space

Find out more about using the Dashboard in An Overview of the Trading Dashboard. For another sample setup idea, check out Technical Analysis Lab.

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