Workspace Tour
A guided tour of the TopBar, navigation rail, and panel layout system.
On this page (8)
Worldview's interface follows a terminal-style layout: a narrow left navigation rail, a full-height main content area, and a collapsible right context drawer.
The navigation rail
The left rail is 48 pixels wide and contains icon-buttons for each primary section:
| Icon | Section | Chord shortcut |
|---|---|---|
| Grid | Dashboard | G then D |
| Chart | Instruments | (search-first) |
| Briefcase | Portfolio | G then P |
| Filter | Screener | G then S |
| Bell | Alerts | G then A |
| MessageSquare | Chat / AI | G then C |
| Layout | Workspace | G then W |
Chord shortcuts
Press G (Go) and then the section letter to navigate without lifting your hands from the keyboard. Press ⌘K to open the command palette for fuzzy search across all navigation targets.
TopBar
The TopBar spans the full width at the top of every authenticated page:
- Left — Worldview logo (click to return to Dashboard)
- Center — Global instrument search (
⌘Kor click the search field) - Right — Notification bell, settings gear, and user avatar
Dashboard (/dashboard)
The dashboard is divided into five widget areas arranged in a responsive grid:
- Morning Brief — AI-generated daily intelligence digest
- Sector Heatmap — 11 SPDR sectors color-coded by % daily move
- Watchlist Movers — your watchlist instruments sorted by absolute % move
- Economic Calendar — next 5 upcoming macro events with consensus vs. prior
- Prediction Markets — top Polymarket events by volume
Instruments (/instruments/:id)
Every instrument page has five tabs:
- Overview — OHLCV chart with 7 technical indicators and drawing tools
- Fundamentals — P/E, EV/EBITDA, revenue, balance sheet, free cash flow
- News — article feed with AI relevance scores and sentiment icons
- Intelligence — knowledge graph of entity relationships
- Filings — SEC EDGAR 8-K and 10-K summaries
Portfolio (/portfolio)
The portfolio section shows:
- Holdings — live positions synced from your brokerage, with unrealized P&L
- Transactions — historical trade log with FIFO realized P&L
- Watchlists — manage and switch between named watchlists
- Allocation — sector treemap and exposure breakdown
Screener (/screener)
The screener contains 8,000+ instruments filterable by:
- Market cap, P/E ratio, revenue growth
- Technical levels (RSI, MACD, 52-week range)
- News velocity and AI routing tier
Workspace (/workspace)
The workspace is a free-form multi-panel canvas. Drag panels to resize them, link multiple panels to the same symbol, and save named workspace layouts for different workflows.
Settings (/settings)
Access from the gear icon in the TopBar:
- Profile — name, email, avatar
- Notifications — alert channels (in-app, email digest)
- Brokerage — connect or disconnect TastyTrade
- Beta Program — opt in to experimental features
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