Components


The Quote Grid allows you to maintain up to 25 watchlists to view streaming real time market data. In this component, you can sort, order, add/remove and arrange the data to your preference. 

The Portfolio Monitor allows you to maintain up to 25 portfolios to view streaming real time market data and monitor your holdings and totals.  

The Global Equity Indices component is an overview of some of the major indices in the U.S. and abroad.

The Snap Quote component is a fast overview component that will allow you to check some popular fields and see a time and sales tape of the most recent trades.

See the streaming tape of a particular stock as it trades in real time with the Time and Sales module.

Ticker Banner is additional space to add large indices (or any symbol you want to watch) in supplement to your upper banner area.

Using Historical Prices, you can see historical prices for U.S. Equities with a chosen beginning and end date.  You can also export for Excel by right-clicking in the text area.


The Option Chain allows you to pull the real time option data for U.S. equities (requires OPRA exchange permission from CBOE™) and futures on several exchanges.

With Cross Currency Rates you can view live currency prices for many of the most common pairs in an easy to understand grid format.


The Currency Quote Grid is useful for those looking for a straight ahead grid view vs. Cross Currency Rates or more off the beaten path currency pairs.

Global Commodity Prices gives you a quick overview of prices for major Energy, Metal, and Agricultural futures.

Using the Government Yield Curve module, you can view the yields for similar bonds across their different maturities. There are over 20 countries available.


You can get a quick and easy macro view of the latest international bond yields using Government Yield Comparison.


The Chart component is a professional-grade charting package that is both intuitive and powerful. It can provide live real time ticks or 20 years of historical data with just the click of a button. It also includes a variety of tools such as:

  • Over 70 Technical Study Indicators
  • Corporate Events
  • Bar, Line, Area, Candle Graphs, and more

  • Export to PNG

The chart grid is the best way to chart multiple assets quickly and simply without deploying multiple /wiki/spaces/techsupport/pages/37650457 components.

The strategy builder component is a powerful tool that will allow you to screen, build & test unique investment strategies

Technical Insight is actionable, transparent and educational technical analysis to help you find, validate and time your trades. 

Most Active allows you to view the top 10,25, or 50 movers on the day in any of your watchlists.

Use Market Heat Map to get a macro view of the day's market divided into sectors that can be drilled down into. You can choose from the major indices, watchlist templates, or your own custom watchlists created in Quote Grid.

With the Unusual Option Activity component, you can be the first to know when there is unusually high volume for any U.S. option contracts and sort by the pertinent info.

Short Interest Extremes is a specialized screener you can use to filter for stocks based on Short Interest %, Free Float, Cost to Borrow, and more.

Crypto Market Cap

Crypto Market Cap is a fast way to see the price, change, circulating supply, and more of the current cryptocurrency markets.


Panoramic View gives you at-a-glance analytics to make informed and timely investment decisions.

Included features are:

  • Technical Score - Easily identify the directional outlook of a financial instrument as wither bullish, bearish, or neutral across short to long time frames.
  • Value Score - Based on a red, yellow, or green traffic light indicator, view how well an instrument matches to value investing criteria.
  • News & Sentiment - Identify the overall news sentiment as positive or negative and the amount of attention that news has been getting in the last 24 hours.

The Tearsheet is a one stop institutional grade summary snapshot. It is an efficient way to display a wide range of data such as:

  • Realtime price data
  • Company financials and fundamentals
  • Historical charting
  • Relevant news

With Analyst Recommendations you can view price targets and consensus Buy/Sell recommendations from TipRanks™.

The Company Financials component is an easy to digest representation of the Income Statement, Balance Sheet, and Cash Flow of publicly traded U.S. companies. Note that these are also available on the Tearsheet.

The Corporate Actions component allows you to view various announced and historical corporate actions for an equity.

With this component, you can find the quarterly and annual earnings estimates, actual reported estimates and surprise numbers for U.S. equities.

The Earnings History component allows you to see the historical estimates and reported EBITDA, EPS, Dividends, Sales, Forward Dividend Yield, and Forward PE Ratio.


You can dig into the composition and weighting of U.S. ETFs using the ETF Holdings component.

Market Buzz is an AI-driven component that constantly sifts through thousands of social media
channels, blogs and news sites to provide a concise, accurate view of the market’s buzzing instruments and topics.

Speed News Desk is a streamlined news component with only the major market-moving stories of the day. 

Top News is a news component specialized for seeing the most relevant stories in broad categories and industries.

The Streaming News component is our proprietary, algorithm, and hand-curated stream of news services brought to you in real time. You can follow market movement, major global news, and sort by companies or search terms that you choose.

Economic Insight provides the tools needed to monitor, anticipate and act on market-moving economic events. Think of it as an Economic Calendar++.

Earnings Calendar is an overview of the week's earnings events.

The IPO Calendar is your go-to source for any upcoming announcements, changes, pricing and more for companies planning to go public. We are proud to now also offer international (non-US) data.

Corporate Calendar is an overview of the week's corporate events.

Financial Broadcasts

This component allows you watch live tv and audio broadcasts right inside your platform.

With the Trending Stocks component, you can see which stocks are trending on popular social media.

With the Trending Cryptos component, you can see which cryptocurrencies are trending on popular social media.

With Most Popular Stocks, you can see information on the most talked about stocks of the day, their number of twitter impressions, and more.

With Most Popular Cryptos , you can see information on the most talked about cryptocurrencies of the day, their number of twitter impressions, and more.

With the Stock Alerts Feed, you can see the latest social alerts organized by social trending, momentum discussion, and more.

With the Crypto Alerts Feed, you can see the latest social alerts by organized by trending, momentum discussion, and more.

Scout Chat

This component allows the self-directed investor to access a robust, collaborative community. Scout chat delivers secure, safe environments where users can interact, leverage signals to push relevant content their way and follow other investors that they find interesting.

Symphony Chat

This component allows you to access your company's Symphony pod without having to change to another tab or leave the platform.

Clock

The Clock component is an easy way to see the time and weather in different locations and time zones all over the world.


Alerts

Using Alerts you can set up Simple, Trailing, and News alerts to be sent to your phone via voice or SMS.