Top Banner

The top banner contains:

Main Menu

The Main Menu at the upper left is the always-available home base for everything you will need to build and configure your Money.Net experience.

Save

When you are ready to save your portfolios and layout changes, on this button. Learn more about saving here.

Top Watched Tickers/Indices

Here you can keep your favorite and most-watched ticker symbols and indices at the top of your platform, updating in real time. Click the underlined symbol of any of the preset symbols to replace it. Just type in a symbol to start a search or enter the exact symbol you want and press enter.

Main Menu

The Main Menu is comprised of many of the important building blocks and settings that you will be using to create your Money.Net experience.

The Main Menu contains:

Component Menu

The component menu contains all of the available pieces that you can use to put together your custom views.

My Views and View Templates

My Views

My Views allows you to navigate between your default and user-created views and to delete unwanted views.

To make a new view from a blank or pre-made template simply click on the Open View Templates button and choose one of the templates.

To delete a view, simply click the trash can next to the view you would like to delete.

View Template Library

Once you have clicked the Open View Templates button, you will see this menu. Just click on your preferred template. You can click the back arrow at the top left to get back to the Component Menu.

Settings

Additional Settings not covered anywhere else are located here. In this menu you can set your Time Zone (by city or GMT offset), change your pop up status notification settings, and view your saved data limits.

Profile

This section allows you to view your registered email and phone number for Money.net and to update your payment information and billing address.

Help

This section contains our phone number, an alternate link to chat support, and user guides.

Audio

The Audio menu allows you to modify your Squawk settings or turn on music.

Third Party Integrations

The Third Party Integrations menu gives you quick access to information and downloads associated with accessing your Money.Net data in other platforms. These include things like Excel and Matlab, and will be always be expanding as we add new ways to experience Money.Net data.

Refresh

This button on the bottom left of the screen will refresh your connection to Money.Net without closing the platform.

Logout

This button on the bottom left of the screen will log you out of the platform completely.

Active View and Rename View

The currently active view is displayed at the bottom left portion of the screen. You can rename it by clicking on the pencil and pad icon seen here.

To create a new view, you will need to click on the Main Menu and utilize the My Views section.

Market Counter, Connection, Support Chat, and Maximize

Located in the lower right portion of the platform is a section that allows you to quickly access the Money.net Support Chat (just click "Chat Support") or Maximize/Restore the size of your Money.net window. You will also be able to see your Connection Status and a U.S. Market countdown/count up timer in this area.

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