Advanced view
Summary metrics, a Price / Financials / News table, sections, and allocation for the open list.
Advanced view (maximize) from the docked panel replaces the terminal with the full watchlist. The same list, add, rename, and delete controls sit in the header. Return to chart puts the panel back.
Click a symbol to load it on the active chart and close Advanced view.
Summary
Five metrics lead the page when the list has symbols:
- Symbols — count, with a mini breakdown by asset class
- Breadth (24h) — 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 (best is not always a gainer)
An empty list just asks you to add symbols.
Price, Financials, and News
The table has three tabs.
Price is market data: symbol and name, price, change, change %, volume, market cap, sector, and a 52-week range.
Financials is company data: revenue, net income, EPS, P/E, dividend per share, yield, and beta, with year-over-year growth where it exists.
News is a headline feed for the symbols on the list. Filter to specific names with Symbols, or search headlines. Load more pages the feed.
Search (the magnifying glass) filters the open tab. On Price and Financials it is Filter symbols…; on News it is Filter headlines….
Group by clusters Price and Financials rows by Asset type, Sector, Exchange, Currency, or your own Sections. Jump to scrolls to a group header. Those groupings except Sections are a view only — they are not saved.
Column headers sort. The filter on a header narrows by number (≥ / ≤) or by a checklist. The Symbol filter can also hide asset types. The gear shows or hides columns and Reset column order; drag a column grip to rearrange. That order is saved with the workspace.
Hover a row for Remove. Drag a row to reorder.
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 section — start a section from this row downward
- Add symbol
Sections
Group by → Sections is the only grouping you own. Unsectioned symbols stay at the top. A section header collapses or expands, renames in place, and removes — Remove section drops the heading, the symbols stay on the list.
Right-click Add section to create one from that row down. New sections are named New section, then New section 2, and so on.
You can drag symbols between sections. Sections save with the list; they are not only a view.
Allocation
Asset allocation is a donut by asset class (Stocks, ETFs, Crypto, Forex, Commodities) with a 24-hour change breakdown under it.
Sector exposure does the same for stocks and ETFs by sector. It stays empty until the list has equities.
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.