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Atlas for traders

This guide is for active traders who want a single screen for equities, FX, and crypto. It assumes the Quick Start is done.

ZonePanelWhy
Left sidebarWatchlistActive symbols, kept open all session
Main canvasMarket panel — Candlestick viewIntraday OHLC for the focused symbol
Right railDetail card → headline news + technical signalContext for what's moving
Pop-outMarket dashboards — heatmapSector breadth read on a second monitor

Save this as a custom dashboard named "Trading" so it loads on every login.

Daily flow

Pre-market

  1. Open Today's Markets drawer — read the AI summary first to anchor the day's narrative.
  2. Scan Market dashboards heatmap for sector divergence.
  3. Check News for symbols on your watchlist over the last 12 hours.
  4. Set or refresh price alerts on key levels.

Intraday

  1. Watchlist focused on the canvas — click any row to open the Market panel.
  2. Use views 15 shortcuts to switch between Portfolio / Candle / Performance / Technical / Fundamental.
  3. For "why is this moving" questions, ask AI chat with the symbol focused — the answer is grounded in the active panel's data, not training-data lore.
  4. For breakout setups, combine a price-threshold alert with a volume-spike alert on the same symbol.

Post-market

  1. Close out positions in Market panel → Portfolio view; closed positions move to historical attribution.
  2. Review the day's fired alerts — re-arm any one-shot alerts you still want active.
  3. Save a permalink of any chart you want to come back to.

Watchlist hygiene

  • Keep the active watchlist under 30 symbols. Beyond that the panel scrolls heavily and focus suffers.
  • Move long-tail "watching but not trading" tickers to a separate saved screen instead of the watchlist.
  • Periodically prune fired alerts on closed positions — they don't auto-prune.

Alerts that earn their keep

  • Stop-out level, set ~5% under your average cost from the Portfolio view.
  • Resistance breakout, combining price threshold + volume spike with AND combinator.
  • News on this name, keyword alert tagged to the symbol.

Limits to know

  • The free Finnhub tier is delayed for some exchanges — the Market panel labels delayed quotes explicitly. Don't trade off a delayed tape.
  • Intraday history is capped at the rolling 30-day window of the upstream feed. Long lookbacks need the EOD view.
  • See Data delays & limits for the full picture.

Released under the project license. Public sources only — no proprietary or restricted data.