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Screenshot of the RBC Direct Investing Trading Dashboard using the Classic - Plus style.

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:

  1. Launch the Trading Dashboard from Trade & Transfer
  2. Select a work space from the five available across the top of the Dashboard
  3. Open the main menu in the top left corner of your screen
  4. Select “Overviews” and then “Major North American Indices”
  5. Size and drag the overview widget to the left side of your work space
  6. Return to the main menu in the top left corner of the Dashboard
  7. Choose “Widgets”, then “All” and click “Add” on the “Factsheet” widget
  8. Size and drag the widget to the upper right side of your work space
  9. 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)
  10. Return to the main menu again and choose ”Widgets”, then “All” and add the “Order Status” widget
  11. 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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RBC Direct Investing Inc. and Royal Bank of Canada are separate corporate entities which are affiliated. RBC Direct Investing Inc. is a wholly owned subsidiary of Royal Bank of Canada and is a Member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Royal Bank of Canada and certain of its issuers are related to RBC Direct Investing Inc. RBC Direct Investing Inc. does not provide investment advice or recommendations regarding the purchase or sale of any securities. Investors are responsible for their own investment decisions. RBC Direct Investing is a business name used by RBC Direct Investing Inc. ® / ™ Trademark(s) of Royal Bank of Canada. RBC and Royal Bank are registered trademarks of Royal Bank of Canada. Used under licence.

 © Royal Bank of Canada 2021.

Images presented in the image are for illustrative purposes and may not represent the actual web pages within the RBC Direct Investing online investing site.

The views and opinions expressed in this publication are for your general interest and do not necessarily reflect the views and opinions of RBC Direct Investing. Furthermore, the products, services and securities referred to in this publication are only available in Canada and other jurisdictions where they may be legally offered for sale. If you are not currently resident of Canada, you should not access the information available on the RBC Direct Investing website.

> Next: Dashboard Style: Technical Analysis Lab

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