Workspace Templates

Workspace templates are pre-built layouts designed for specific research scenarios. Click Load template in the Layouts dropdown to choose from the built-in options.

Available templates

Morning research

Designed for a pre-market research routine.

Panels: Morning Brief (Chat) | Economic Calendar | Watchlist with quotes | Chart (linked to Watchlist)

Use this when: You want a structured view for reviewing overnight news and setting up the trading day.

Earnings watch

Optimized for monitoring company earnings releases.

Panels: Chart | Fundamentals | News Feed (most recent first) | Chat pre-loaded with the instrument

Use this when: A company in your watchlist is reporting earnings and you want all relevant data on one screen.

Sector rotation

For tracking cross-sector capital flows.

Panels: Sector Heatmap (embedded via Screener) | 3x Chart panels linked to ETFs (XLK, XLF, XLE) | Economic Calendar

Use this when: You are analyzing sector rotation signals and want to compare sector ETF performance side-by-side.

Screener + drill-down

For scanning instruments and quickly analyzing matches.

Panels: Screener (left half, wide) | Chart (top right) | Fundamentals (bottom right)

Linking: Screener → Chart and Fundamentals on the Red channel.

Use this when: You are running a new screen and want to click through matches to quickly evaluate each one without leaving the workspace.

Portfolio monitor

For monitoring your brokerage positions during market hours.

Panels: Portfolio summary | Watchlist Movers | Alerts history | Chart (linked to Portfolio)

Use this when: You want a compact view of your positions and any live alerts during an active trading session.

Creating your own template

You cannot currently publish a layout as a template for other users. However, you can share your layout URL with teammates. If you have a layout you would like to see added as a built-in template, submit it via the feedback button.