# Advanced view (/platform/workspaces/watchlist/advanced)



**Advanced view** opens the full watchlist over the terminal. Open it with **Open advanced view** (the expand arrows) in the [docked panel](/platform/workspaces/watchlist), or drag the panel's edge wide and it expands on its own. The same list, add, rename, and delete controls sit in the header. **Return to chart** puts the [panel](/platform/workspaces/panels) back.

The page reads top to bottom. The links under the title (**Overview**, **Relationships**, **Symbols**, **Research**, and **Exposure**) jump to each part.

![Watchlist Advanced view with summary metrics, Performance over time, and Market pulse](/images/workspaces/watchlist/watchlist-advanced.png)

## Overview [#overview]

Five metrics lead the page when the list has symbols:

* **Symbols**: the count, with a ring by asset class and the total equity market cap
* **Breadth (24h)**: the share of names that are up, with up / down / flat counts
* **Avg 24h % change**
* **Best 24h** and **Worst 24h**: the day's extremes on this list (the best is not always a gainer)

**Performance over time** puts every symbol on the same percentage scale, starting at 0% on its first date in the period. Pick **1M**, **3M**, **6M**, **YTD**, or **1Y**. Toggle symbols in the legend below the chart (or **Show all** / **Hide all**) to compare a few, and drag across the chart to zoom. Hover for a tooltip that ranks every line at that date. **Best in view**, **Lowest in view**, and **Coverage** sit above the chart. The returns use daily closes in each instrument's quote currency, and exclude dividends and today's partial day.

**Market pulse** shows the day's move for each symbol as equal-sized tiles, tinted by the size of the move. Narrow it by asset class or to **Gainers** or **Losers**. Choose a tile to open that symbol in [Research](#research).

An empty list just asks you to add symbols.

## Relationships [#relationships]

![Daily return correlation matrix and the Return and drawdown scatter for the watchlist](/images/workspaces/watchlist/watchlist-relationships.png)

**Daily return correlation*&#x2A; compares every pair on the list over three months, using only the dates both markets closed. Near **+1** means the two move together; near **0** means little linear relationship; negative values move opposite. Select a cell to inspect its sample. A pair needs at least 20 matching daily returns. Historical correlation is not a hedge guarantee.

**Return and drawdown** plots each symbol's three-month return against its largest peak-to-trough fall. Higher means a larger gain; further right means a deeper fall. Select a point to open that symbol in [Research](#research).

## Symbols [#symbols]

The symbol table has four tabs.

* **Price** is market data: symbol and name, price, change, change %, volume, market cap, sector, and a 52-week range.
* **Performance** shows a 30-day sparkline, returns over **1W**, **1M**, **3M**, **YTD**, and **1Y** up to the live price, the one-year max drawdown, RSI 14, and the trend (the close against its 20- and 50-day EMAs).
* **Financials** is company data: revenue, net income, EPS, P/E, dividend per share, yield, and beta.
* **News** is a headline feed for the symbols on the list. Narrow it to specific names, or search headlines.

![The Performance tab of the symbol table with 30-day sparklines, returns, max drawdown, RSI, and trend](/images/workspaces/watchlist/watchlist-performance.png)

Search (the magnifying glass) filters the open tab. **Group** clusters the rows by **Asset type**, **Sector**, **Exchange**, or **Currency**, or turns grouping off. **Jump to** scrolls to a group header.

Column headers sort. The filter on a header narrows by number (≥ / ≤) or by a checklist; the Symbol filter can also hide asset types. **Column settings** shows or hides columns, and you can drag a column to rearrange it. That order is saved with the workspace.

Hover a row for **Remove**. Right-click a row for:

* **Replace**: swap that symbol through Symbol Search
* **Go to chart**
* **Add to watchlist**: copy it onto another of your lists
* **Add symbol**

## Research [#research]

**Symbol research** looks at one symbol in depth. Choose it from **Asset**, or select a symbol from Market pulse or the Return and drawdown chart. **Open on chart** loads it on the [active chart](/platform/charts/introduction#layouts).

The header shows the price, the day's change, and the session's open, low, and high. For stocks it adds market cap, average volume, beta, the 52-week range, and **About** the company. Underneath are up to three tabs:

* **Financials** (stocks): reported revenue and earnings, cash generation, the balance sheet, profit margins, revenue by business, and analyst ratings, **Quarterly** or **Annual**.
* **Technicals**: the daily close against its 20- and 50-day EMAs, and a **Momentum & range** read from five checks (price against each EMA, the EMAs against each other, RSI 14, and MACD against its signal), with the typical daily range (ATR 14).
* **Events & sessions**: the symbol's events and its market sessions.

![Symbol research for NVIDIA with the Financials tab open](/images/workspaces/watchlist/watchlist-research.png)

Technicals describe historical trend and momentum, not a forecast. Analyst ratings come from the data provider and are not a Vela signal.

## Exposure [#exposure]

**Asset allocation** is a ring by asset class (Stocks, ETFs, Crypto, Forex, Commodities) with each class's 24-hour change under it.

**Sector exposure** does the same for stocks and ETFs by sector. It stays empty until the list has equities.

![Asset allocation and Sector exposure rings with their 24-hour change breakdowns](/images/workspaces/watchlist/watchlist-exposure.png)

Click a symbol to load it on the active chart and close Advanced view.

<Note>
  Sector, market cap, 52-week range, and financials come from public company data and are available for stocks. ETFs are grouped as their own bucket: the data reports a fund's issuer, not its holdings.
</Note>
