Table of Contents

0:00 Intro
0:45 Creating a New Dashboard
1:09 Creating a New Watchlist
2:23 Adding a Chart to your Dashboard
3:14 Condensing a Dashboard
3:53 Resizing Dashboard Modules
4:17 Customizing the “Ticker Tape”
4:58 Customizing Watchlist Data Columns
5:45 Sharing Dashboards with Colleagues
6:35 Contact Us

Leveraging the Heatmap Dashboard Module

Monitoring Key Client Positions and Market Indices

Creating Shared Dashboards for You and Your Firm

Q: What is the difference between a watchlist and other security lists (ie model portfolio holdings list)?

• A: A watchlist will be static and will only change with manual inputs, while the security lists will change dynamically within their respective tool.

Q: How do I delete a watchlist?

• A: You can delete one by hovering over 'tools' ->  click on 'Watchlists' -> press the 'three dots' on the right hand side of the desired watchlist -> Click 'Delete'

Q: How many dashboards can I have?

• A: The limit is 8 dashboards

Q: When are the performance numbers 'as of' for the heatmap module?

• A: Those return figures will be as of last market close. Keep in mind that the performance figures over 1 year will be annualized

Q: Why am I seeing a 'No Data Available' message on the heatmap module?

• A: It means that there is no data for the specified metric you listed for either the entire list or certain securities in the list

Q: How come not all my securities are showing up in the heatmap module?

• A: You have to expand the module by dragging the bottom right corner of the module (that gray triangle) to show more of the holdings

Q: How do I create a watchlist via an excel spreadsheet?