What a Workspace Is
A workspace is a saved trading desk. It remembers the panes, tools, and layout you use for a specific job.
Good examples:
- Market overview: Market Breadth + Scanner + Chart
- Sector review: Watchlist + Chart + News
- EOD review: Scanner + Alerts + Chart
- Focused charting: one maximized Chart pane
The goal is not to fill every pixel. The goal is to keep the few views you need for the next decision visible at the same time.
Pane Header Controls
Every pane has the same core controls on the right side of the header:
- Split: create another pane beside this one.
- Close: remove this pane from the current workspace.
- Pane menu: open pane actions such as maximize, restore, linking/follow behavior, and view options.
Some tools also add tool-specific buttons before those core controls. A Chart pane, for example, may show drawing, indicator, settings, or data buttons. Those are chart features; they are not the workspace model.
Universal pane controls
These controls are about the workspace layout itself.
| Header control | What it does |
|---|---|
| Split | Creates another pane beside, above, or below the current pane. |
| Close | Removes this pane from the current workspace. |
| Pane menu / chevron | Opens pane-level actions. This is where behavior such as maximize and follow mode belongs. |
Pane menu actions
Open the Pane menu when you want to change how the pane behaves.
| Pane menu action | What it does | When to use it |
|---|---|---|
| Maximize / Restore | Focus one pane, then return to the full workspace. | Use when you need a larger chart or scanner temporarily. |
| Link / Follow symbol | Makes the pane follow the active symbol selected elsewhere. | Keep it on for scanner/watchlist + chart review. |
| Unlink / Follow off | Keeps this pane fixed on its current symbol or view. | Use when comparing two symbols side-by-side. |
| View options | Tool-specific display choices owned by the pane. | Use when the pane needs a different presentation. |
Tool-specific buttons
Some tools add their own buttons before the universal pane controls. In the chart example above, drawing tools, indicators, settings, and data/table buttons belong to the Chart tool. They change the chart, not the workspace layout.
Start with the universal controls and the pane menu. Treat tool-specific buttons as extras for the current pane.
Split Panes to See Context Side-by-Side
Splitting panes is where StockVyze becomes useful.
Common layouts:
- Scanner left + Chart right: click scanner rows and review charts instantly.
- Watchlist left + Chart right: move through names you already care about.
- Market Breadth top + Scanner bottom: understand market health before chasing setups.
- News next to Chart: read catalysts while checking price action.
To split a pane:
- Click the pane Split control.
- Choose Left, Right, Above, or Below.
- Load a tool into the new pane.
If the workspace gets noisy, close panes. You are editing the layout, not deleting your data.
Linking and Follow Mode
Linked panes follow the active symbol.
This is the cockpit behavior:
- Open Scanner or Watchlist in one pane.
- Open Chart in another pane.
- Click a symbol row.
- The linked Chart updates to that symbol.
Keep panes linked when you are reviewing many names quickly. Unlink a pane when you want it to stay fixed on a reference symbol, such as SPY, QQQ, or a comparison stock.
Fast Symbol Search
You do not need to hunt for a symbol box.
Use either shortcut:
| Shortcut | Action |
|---|---|
/ | Open symbol search. |
| Type a ticker | Starts symbol search when no input is focused. |
Type NVDA, press Enter, and linked panes move to that symbol.
This is one of the fastest ways to review a list: click a candidate, type another ticker, or move through watchlist rows while the chart follows.
Tool Palette
Press Cmd+K on Mac or Ctrl+K on Windows to open the tool palette.
Use it to:
- Replace the current pane's tool.
- Open Scanner, Watchlist, Chart, News, Market Breadth, or Alerts.
- Find tools without remembering where they live.
Multiple Workspaces
Create separate workspaces when the job is different.
Useful patterns:
- Main Market: breadth, major indexes, leading sectors.
- AI Semis: focused watchlist, chart, news.
- Swing Setups: scanner, chart, alerts.
- Review: saved screens and watchlists you check daily.
Avoid turning one workspace into a dashboard graveyard. If the question changes, create or switch workspaces.
Essential Shortcuts
| Shortcut | Action |
|---|---|
Cmd+K or Ctrl+K | Open tool palette. |
/ | Open symbol search. |
| Type a ticker | Open symbol search with that input. |
Esc | Close dialogs or blur inputs. |
| Double-click pane header | Maximize or restore a pane. |
Example Workflow: Scanner + Chart
- Open Scanner in the left pane.
- Split right and open Chart.
- Add scanner conditions or choose a template.
- Click each result row.
- The chart follows the active symbol.
- Add names worth watching to a watchlist or create alerts.
This workflow reduces tab switching. You can move from market context to candidate review to decision in one screen.