Working with Panels

Everything in the terminal happens inside a panel. This page covers adding, arranging, and closing them โ€” the mechanics shared by every module.

Adding a panel

  1. 1
    Open the Add Panel menu

    Use the Add Panel control in the workspace toolbar. It lists every module you can open.

  2. 2
    Pick a module

    Choose the module you want โ€” Chart, Option Chain, Watchlist, Heatmap, and more.

  3. 3
    The panel opens beside the current one

    New panels dock next to your active panel. Drag the tab afterwards to move it wherever you like.

Screenshot pending
The Add Panel menu listing available modules
/help-assets/getting-started/add-panel-menu.png
The Add Panel menu. Each entry creates a new instance of that module.

The full set of modules includes:

ModulePurpose
ChartPrice charting and analysis
Option ChainLive CE/PE option chain
WatchlistStreaming table of followed symbols
HeatmapPerformance/volume treemap
Time & SalesTick-by-tick trade tape
Depth of MarketLive order-book ladder
Order FlowFootprint / cluster analysis
Power ScannerMarket scanner
Multi-Strike OI AnalysisOpen-interest across strikes
Straddle / Option StrategiesStrategy builders
Orders ยท Positions ยท Trading ยท AlertsOrder management & alerting
SettingsTerminal preferences
Note

This guide covers Chart, Option Chain, Watchlist and Heatmap in depth first. The remaining modules are documented progressively.

Opening a panel for a specific symbol

You rarely need to add a blank panel and then search. From most lists you can open a module pre-loaded with the symbol you're looking at:

  • Watchlist โ€” hover a row and click the Chart, Option Chain or Time & Sales button, or right-click the row for the same actions.
  • Heatmap โ€” hover a tile to get the same quick-open buttons.
  • Option Chain โ€” hover a CE/PE cell to open a chart or time & sales for that exact contract, or add it to a watchlist.
Screen recording pending
Hovering a watchlist row reveals quick buttons to open a chart, option chain or time & sales for that symbol.
/help-assets/getting-started/open-from-watchlist.mp4
Hovering a watchlist row reveals quick buttons to open a chart, option chain or time & sales for that symbol.

Arranging panels

  • Move: drag a panel's tab and drop it where you want it.
  • Split: drop a tab against an edge to put two panels side by side or stacked.
  • Stack as tabs: drop a tab onto another panel's header.
  • Resize: drag the divider between groups.

Renaming, cloning and closing

Each panel header gives you actions for that panel:

  • Rename โ€” give a panel a custom title (handy when you have several charts).
  • Clone โ€” duplicate a panel with its current settings.
  • Close โ€” remove the panel. Closing the last panel in a group removes the group and reflows the layout.
Link panels

Panels can be linked so that changing the symbol in one updates the others in the same link group โ€” for example, click a symbol in a watchlist and have your linked chart and option chain follow it automatically.