Dashboard
Your personalised starting point with recent activity, watchlist alerts, market widgets, and quick links to key workflows.
Dashboard
Available on the Free plan and above.
Updated
Overview
The Dashboard is your personalised command centre. It aggregates your most important data into a single view: recent research queries, watchlist summaries, market widgets, company browse cards, and a live news feed. Contextual banners guide new users through onboarding and highlight upgrade opportunities for free-tier accounts.
Every widget links out to its full-page equivalent, so you can dive deeper with a single click. The Dashboard is designed to be the first thing you see when you log in — a quick-scan view that tells you what happened since your last session and what needs your attention right now.
What you can do
Your Activity
- Stat cards: total research queries, watchlists, and tracked companies at a glance
- Recent Research panel: last 5 queries — click any to resume where you left off
- Watchlists panel: up to 5 lists with company counts and default badges
- Onboarding checklist: guided steps for new users to get started quickly
Markets & Data
- Market Quotes widget: full-width live charting, plus VIX Fear Gauge and Market Indices side-by-side
- Macro Charts widget: macro-economic data overlays
- Browse Companies row: up to 8 cards showing ticker, sector, and market cap
- Relevant News feed: 5 latest articles matching your tracked companies
Tips
- ▸Use the "Start Research" button for the fastest path into a new AI analysis
- ▸Click "View All" links on any panel to jump directly to the full-page version
- ▸Dismiss the onboarding checklist once you are comfortable — it will not return
- ▸Free-tier users see a banner with upgrade details; click "Upgrade" to go straight to Settings > Subscription
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| / | Focus the search bar from anywhere on the page |
| ⌘K / Ctrl+K | Open the command palette for quick navigation and actions |
Related Pages
Create and manage company watchlists and keyword alert monitors for filing surveillance.
Company directory with search, bookmarks, recent history, and links to detailed company profiles.
Curated financial news feed with topic tags, importance scoring, trending indicators, and CSV export.