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
When a workspace is empty, choose a starter instead of assembling every pane manually:
- Learn with an example: a small editable watchlist linked to Chart.
- Find stocks with rules: Scanner and Chart.
- Review saved symbols: Lists and Chart.
- Check market health: Market Breadth, relative-strength leaders, and Chart.
Each starter applies as one workspace change. Use Undo if the resulting layout is not useful.
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.
Depending on the source, row actions can copy the ticker, copy the complete ordered list, add symbols, or remove a symbol from a writable watchlist. Read-only universes and scan results do not offer membership changes.
Open and Replace Tools
Press Cmd+K on macOS or Ctrl+K on Windows to open the tool palette. Search for tools, watchlists, universes, or scans.
The palette currently includes Lists, Chart, News, Stock Overview, Earnings, Scanner, Market Breadth, Alerts, and account-enabled research tools. It also provides New watchlist and New scan actions.
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