The Custom Dashboard is a home screen you assemble yourself: pick any of the app's widgets — the index strip, your portfolio value, the heatmap, sectors, headlines, your watchlists, market volatility and more — and lay them out on a sheet of squares, each widget exactly the size you give it.
- Adding widgets
- Press ＋ Add widget. The marketplace lists every widget in the app with a one-line description and a small picture of its layout — click the picture for a larger look. It is a sketch with made-up numbers, not live data. Add places it on the sheet. Watchlist, Price chart and Key stats can each be added more than once.
- Arranging — like a math notebook
- Press ✎ Edit layout and the sheet shows its squares as light dashed boxes. A widget's size is its count of squares: drag the ◢ corner to grow or shrink it square by square (a small readout counts along, e.g. 12 × 6). To change one dimension on its own, drag the right edge for width or the bottom edge for height — the other stays exactly as it was. Widgets go down to three squares wide by two tall; as one gets smaller it tightens its own spacing and type so what is on screen stays readable, and anything that no longer fits scrolls inside the card rather than being cut off. And drag ⠿ to move it — widgets flow around each other. Press ✓ Done to lock it in.
- Settings for one widget
- While the layout is unlocked, every card carries a ⚙. It sets the text size for that card on its own — small, normal or large — and offers Recommended, which puts the card back to the size the widget was designed at, for when resizing has left it too cramped to read. A watchlist card also picks which of your lists it shows, which is what lets two of them show two different lists.
- Several dashboards
- The tabs above the sheet each hold their own layout. ＋ New dashboard creates one, double-clicking a tab renames it, and ✕ (visible while editing) deletes it. The preset buttons along the top fill the current dashboard with a ready-made arrangement you can then edit.
- Starters for how you invest
- Passive investor is the market at a glance and your own value line, with no chasing of what moved today. Fundamentals leads with the numbers behind a company — P/E, EBITDA, the margins — and keeps price as context. Technical gives the chart the whole width, with the market-state cards underneath. Each one is a starting point, not a mode: change anything you like afterwards.
- The cards about one company
- Price chart, Key stats, Technicals, Analyst rating, Financials, Performance and Waterfall show a single company rather than the whole market, so each one asks which — open its ⚙ and search for any company by name or ticker. The symbols already in your watchlists and portfolio are what it offers before you type. Add either of them twice to compare two companies side by side; the card title says which is which.
- Market mood
- A fear-or-greed dial, from 0 (extreme fear) to 100 (extreme greed). It shows CNN Business's published Fear & Greed index when that is available, with all seven of its measures listed under the dial and a link to CNN's own page — momentum, 52-week highs against lows, breadth, options, volatility, demand for junk bonds and demand for safety. The card names CNN on its face, because it is their number and not ours.
When CNN's index cannot be reached, the card falls back to our own reading of four measures we can compute ourselves: how far the market is above or below its own 125-day average, where volatility sits, how much of the market is participating today, and whether money has been moving into shares or into long bonds over the last month. The note under the dial always says which of the two you are looking at, and when one of our four cannot be read it is left out rather than guessed — which is why that version says how many it used.
Either way, treat it as a description of the mood, never as a signal to act on.
- Sharing a layout
- ↗ Share layout publishes the dashboard you are looking at, so other members can start from it. Only the arrangement is shared — which cards, what size, and what each card is set to show. Nothing about your portfolio, your holdings or your trades travels with it, and the name of a watchlist is left out too, since it is a label only you have. Published layouts appear under From other members on an empty dashboard, ordered by how many people use them. The same dialog lists what you have published and takes any of it down again.
- The Price chart card
- Its ⚙ sets three things: which company — searched by name or ticker, so it is not limited to symbols you already follow — how far back it draws (1 month to 2 years), and which moving averages to lay over it. Volume can go underneath. The settings are yours and are remembered.
- Where it is saved
- On a phone the board becomes a single column: every card takes the full width, in the order you arranged them, and keeps its height — a card you made tall stays tall, a strip stays a strip. The 24-column sheet needs a desktop-sized window to mean anything; on a narrow screen the squares come out a few pixels across, which is why the cards used to arrive too small to read. Resizing is a desktop job for the same reason, so the corner handle is hidden on a phone — reordering still works. Layouts save to your account as you edit, so they follow you to your phone and survive clearing your browser. If the same dashboard is edited in two places, the most recent change wins. This used to be on the roadmap.
Everything on the dashboard is the same card you know from elsewhere in the app, showing the same figures — arranging them differently never changes what they say.
Placing a card exactly where you want it
In edit mode you can drop a card on any square of the graph paper — drag it by its ⠿ handle and let go where you want its middle to sit — the card centres itself on the pointer. While you drag, the card itself is outlined in blue and a blue rectangle shows exactly which squares it will take if you let go where you are. A card placed this way stays pinned to that square; the other cards flow around it. To put a pinned card back into the automatic arrangement, drop it onto another card — that also reorders it, exactly as before.
Nudging a card one square at a time
In edit mode each card's toolbar carries four arrows. They move it one column left or right, or one row up or down — which is most of what fine-tuning a layout actually is, and far easier than aiming a drag at a single square. It also means the board can be arranged on a touchscreen or from the keyboard. A nudged card becomes pinned to its square (the arrows adopt wherever it is sitting first, so the first press moves it by one, not to the corner); drop it onto another card to return it to the automatic arrangement.