Advanced view
A daily briefing, performance, relationships, a full symbol table, single-symbol research, and exposure for the open list.
Advanced view opens the full watchlist over the terminal. Open it with Open advanced view (the expand arrows) in the docked panel, or drag the panel's edge wide and it expands on its own. On desktop with workspace tabs, Advanced view opens as the Watchlist tab and can sit beside a chart in a split view. The same list, add, rename, delete, and Import lists controls sit in the header. Return to chart puts the panel back.
The page reads top to bottom. The links under the title (Overview, Relationships, Symbols, Research, and Exposure) jump to each part.
Overview
A briefing leads the page when the list has symbols. Its headline sums up the day, such as So far today, 4 of 9 are up, over four tiles:
- Today · median: the median move on the list, with how many are up and down
- Leading · lagging: the day's best and worst symbols
- Last 5 sessions · equal weight: the list's move over the last five sessions, as if every symbol had the same weight
- Unusual volume: symbols trading well above their average volume, or None
Moves count from each market's previous close, and a line under the tiles says whether US stocks are open, in pre-market or after hours.
Performance over time compares every symbol on the same percentage scale, from 0% at the start of the period. Pick 1M, 3M, 6M, YTD, or 1Y. A summary says how many rose and which symbol leads and trails, over the Return · median, Max drawdown · median, and Rank · leader tiles. Beside the chart, every symbol is ranked by its return; use Top 3, Bottom 3, or Clear to choose which lines stand out. Returns use daily closes in each instrument's quote currency, and exclude dividends and today's partial day.
Market pulse (Your markets, at a glance) is a heatmap of the day's move, grouped by industry. Size the tiles Equal or by Market cap. Choose a tile to open that symbol in Research.
An empty list just asks you to add symbols.
Relationships
What moves with picks one symbol, the focus, and ranks how each of the others moves with it, strongest first: from +1 Together to -1 Opposite. Choose the focus from the chips above the bars, or click a row to make it the focus. Pick 1M, 3M (the default), 6M, YTD, or 1Y. It uses daily close-to-close returns on the dates both markets traded, and shows how many sessions matched. Historical correlation is not a hedge guarantee.
Where it sits plots every symbol by its return over the period against its deepest fall, tinted by how it moves with the focus: blue dots move with it, orange ones against it. The corners read Rose · rough ride, Rose · shallow dips, Fell hard and Fell · gently. Click a dot to make it the focus.
Symbols
The symbol table has four tabs.
- Price is market data: symbol and name, Last, Chg, Chg%, Vol, Rel vol (volume against its average), Mkt cap, Industry, and From 52W high.
- 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.
- 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.
A summary row under the table gives the median change, how many symbols have unusual volume, the list's total market cap, and how many are up and down.
Search (the magnifying glass) filters the open tab. Group by clusters the rows, or turns grouping off. Column headers sort, and Column settings shows, hides and reorders columns. That order is saved with the workspace.
The table works from the keyboard: ↑ / ↓ move, Space selects, Shift-click selects a range, Enter opens the chart, and X removes the selected symbols, with Undo. Hover a row for Remove, or right-click it to Replace it, Go to chart, Add to watchlist (copy it to another list), or Add symbol.
Research
Symbol research looks at one symbol in depth. Pick it from the symbol menu, step through the list with the arrows, or select a symbol in Market pulse or Relationships. Open on chart loads it on the active chart.
The left card shows the price and the day's change with the session's figures: for stocks, market cap, volume, beta and the next earnings date, and About the company; for forex, crypto and futures, the open, day range, previous close and 52-week range. A bar shows where the price sits in its 52-week range. Beside it, a chart of daily closes over 1M, 3M, 6M, or 1Y, with the 52-week high and low as dashed lines.
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: a multi-timeframe reading of how the trend looks on daily, weekly and monthly bars, all built from the same daily candles, with momentum and the typical daily range.
- Events & sessions: the symbol's events and its market sessions.
Technicals describe historical trend and momentum, not a forecast. Analyst ratings come from the data provider and are not a Vela signal.
Exposure
From asset class to industry is one sunburst: asset class on the inside ring, then sector, then industry on the outside. Weight it by Count (each symbol equal) or Market cap. Click a slice to zoom into it; the list beside it follows, with each group's share of the list and its median move today.
Click a symbol to load it on the active chart and close Advanced view.
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.