Wootrader's new platform, FinanceBoards, is the most customizable and advanced (these two don’t always go hand in hand) stock research platform out there.
Let’s go over the first questions a new FinanceBoards user might ask, including:
- What is a dashboard?
- What is a widget?
- What can we do with these amazing dashboards and widgets?
First, what exactly is FinanceBoards?.
FinanceBoards is a stock investing dashboard-based platform. FinanceBoards users can fully customize their dashboards with stock related widgets. Currently, FinanceBoards has around 450 widgets, but users can create and even publish new widgets as well. Our widgets aren’t limited to specific categories of information, so we have widgets about company financials, technical charts, analyst information, social data such as Stocktwits sentiment, and more.
Widgets are part of a dashboard. In the above picture, we can see a bunch of widgets, one being a technical chart and another being an analyst estimate chart.
Widgets are customizable in a few different ways. You can make them display general information or stock specific information. In this case, you can just typing that stock’s ticker or name at the top of the widget and click enter to make the widget display the data for a different stock.
You can also resize widgets by clicking and dragging from the bottom right of one.
You can move widgets around by clicking near the top of them and dragging.
You can change their color by hovering your cursor over the square in the top right of a widget and selecting the “change background color” icon.
You can hover over the same button and click “remove widget” to delete a widget from your dashboard.
To add a widget to your dashboard, click on the “widgets” menu on the right and type in either a category (Fundamentals, Options, etc) you’re interested in or a specific name (Balance Sheet).
Once you have selected the widget(s) you want to add, click the Add Selected button, and the widget(s) will appear immediately in your dashboard.
From here, you can save your dashboard from the bottom right of the page, so you can come back to it later at any time. (To save dashboards, you’ll just need to register for a free account.)
The goal of having a dashboard be flexible like this is that users can display only the relevant information to them. It can be thought of as a more customizable financial terminal, where users don’t have to work around pieces of the terminal they don’t care for.
More on dashboards. Some would naturally want multiple dashboards, perhaps having one each for different categories of information i.e. one for company fundamentals and one for technical charts. So, FinanceBoards lets users have as many dashboards as they like. FinanceBoards has created commonly used default dashboards, which users can can use as starting points to customize. To access some of them, users can click the red icon on the left to bring up a dashboard menu. From here, users can just click on any dashboard to access it.
You can see that not all dashboards are on this menu. That’s because you can choose what dashboards are important enough to keep on this menu, so you’re not flooded with too much information that is irrelevant to you. Let’s go over how you can customize what dashboards appear here.
To do that, you’ll first need to click on the “Configure” tab underneath the dashboard menu (as seen in the picture above), which takes you to this page.
In the left column, you’ll see the dashboards that appear on your menu. In the middle, you’ll see those that you’ve created that aren’t on the menu. And, on the right, you’ll see the dashboards that FinanceBoards has created that aren’t on the menu. To move a dashboard to your menu, you can just drag it into whatever position you want it to appear and that’s it. Now, you can save this configuration and when you go back you’ll see this dashboard appear on your menu!
FinanceBoards is more than the average stock research platform. With its over 450 widgets of data, FinanceBoards is the most customizable yet advanced stock research platform out there. Plus, it’s free to use. At FinanceBoards, our goal is to give, for free, all the relevant information that an investor would need to make an informed investing decision.