Workspace and Pane Ownership
A workspace is a saved layout for one job. It owns the split arrangement and shared symbol context.
A pane is one tool surface inside that layout. Closing a pane changes the workspace; it does not delete the watchlist, scan, or alert shown inside it.
Start From a Workflow
Click a ready-made workspace to open its configured panes in one step:
- Watchlist + Chart: your most recently updated watchlist beside a linked daily chart.
- Theme Discovery: Themes against the market above related companies and ETFs, collected in the Current List, with a chart and Overview.
- Scanner + Chart: build a scan and chart each match.
- Market Internals: Market Breadth for US stocks, the S&P 500 sector ETFs, and a daily SPY chart.
- Watchlist + Daily & 30m: the same watchlist with daily and 30-minute charts of the selected symbol.
Each card shows the workspace it opens. Watchlist templates use the S&P 500 Sectors list until you have a watchlist of your own. Templates appear according to your account access.
Use Blank workspace below the gallery to choose tools yourself. Each template applies as one workspace change and can be undone.
Pane Header Controls
Open the pane More menu for workspace-level actions:
| Action | Result |
|---|---|
| Add pane... | Preview a pane above, right, below, or left, then choose its tool. |
| Maximize pane | Temporarily focus one pane without changing the saved split layout. |
| Change content... | Replace the tool while keeping the pane position. |
| Link / Follow symbol | Follow symbol changes made elsewhere in the workspace. |
| Unlink / Follow off | Keep the pane fixed on its current symbol or view. |
| Close pane | Remove the pane from the layout without deleting its underlying data. |
While a pane is maximized, Restore pane appears beside More. Adding a pane from a maximized view restores the layout first so the placement previews match the result.
Some panes show tool-specific controls before More. For example, Chart includes timeframe, Indicators, and Chart actions. Those controls change the tool, not the workspace layout.
Add and Resize Panes
- Open More on the pane you want to split.
- Choose Add pane....
- Preview Above, Right, Below, or Left.
- Select the new pane's tool.
Drag the divider between panes to resize them. Prefer two or three panes that answer the current question over a dense dashboard that requires constant scanning.
Link Symbols Across Panes
Linked panes follow the active workspace symbol:
- Open Scanner or Lists in one pane.
- Open Chart in another pane.
- Click a symbol row.
- The linked Chart updates to that symbol.
Unlink a pane to hold a market ETF, index proxy, or comparison stock while the rest of the workspace follows candidates.
Act on a Symbol Without Changing Context
Right-click a symbol row in Lists to open actions for that row without selecting it first. On touch, select the row and use its visible ellipsis.
Symbol rows can be added to a personal watchlist from watchlists, universes, saved scans, built-in scans, and Scanner results. Hover Add SYMBOL to watchlist in a row's action menu to choose a destination. For several candidates, use the selector that replaces the symbol icon on hover, Ctrl/Cmd-click individual rows, Shift-click a range, or press Ctrl/Cmd+A while the table is focused. On touch, select a row first to reveal its selector. Right-click any selected row—or use the active row's ellipsis on touch—to act on the complete selection. Keyboard users can press Space to toggle the active row; Escape clears the selection. Removing symbols or otherwise changing source membership remains available only for writable personal watchlists.
Open and Replace Tools
Press Cmd+K on macOS or Ctrl+K on Windows to choose what the focused pane shows. The menu lists each pane once: Chart, Chart Grid, Lists, Scanner, Alerts, Market Breadth, Stock Overview, Earnings, News, and account-enabled research tools. Use the arrow keys or type a pane's first letter, then press Enter.
Choosing Lists for an empty pane opens its list browser so you can pick a watchlist, universe, or scan. Chart Grid pages through the list open in a Lists pane. Create new watchlists and scans from New in the top bar.
Symbol Search
Use either path when no text input is active:
| Input | Result |
|---|---|
/ | Open symbol search. |
| Type a ticker | Start symbol search with those characters. |
Select a result to update the shared workspace symbol. Linked panes follow; unlinked panes stay fixed.
Common Layouts
Scanner | Chart
Lists | Chart
News | Chart
For market review, a three-pane layout is useful:
Market Breadth
Leaders | Chart