Tools & workflows
Market Tools
Five tools in the dashboard's Markets section keep watch when you're not staring at charts: the Market Heatmap shows a whole index at a glance, the Macro Board reads rates, volatility and liquidity, Alerts notify you when your conditions trigger, Seasonality maps a symbol's calendar rhythm, and Rotation Orbit shows where sectors sit in the leadership cycle.
Market Heatmap — Free
Dashboard → Heatmap draws a whole index as one map: every member is a tile sized by market cap and colored by the measure you choose, grouped by sector, with each sector's cap-weighted move in its header.
How to use it:
- Read the sectors first, then click a sector's header to show only that sector. Esc steps back out.
- Click a tile for its quick look — price, day and 52-week ranges, a 1D–5Y chart, and Open in Charts, watchlist and alert buttons — or type a ticker in Find on map.
- Switch Color by to vs 200-day average or Off 52-week high to see where trends are stretched, or to Relative volume to find where today's activity is unusual.
- With nothing selected, the side panel summarizes the index: breadth (advancing, declining, unchanged), the highest and lowest members by the chosen measure, a sector table, and Reporting this week — members with earnings due in the next seven days, also marked with a dot on their tiles.
On a phone the map opens at sector level — tap a sector to see its stocks.
Example: the S&P 500 is flat on the day, but Relative volume lights up one industry group across several names — a rotation the index level hides.
Plan access: every plan. Prices refresh every minute during the regular session; outside it, the map shows the last close.
Macro Board — Free
Dashboard → Macro reads the backdrop every chart trades against, in three tabs:
Every figure carries its own date: the Treasury curve posts once each afternoon and the Fed's balance sheet once a week, so a reading that trails today says so. Sources are named in the inspector. Type MACRO in the ⌘K palette, or GC, VOLS or LIQ to open a tab directly.
Alerts — Basic
Create alerts from Dashboard → Alerts and let the platform do the watching. Alerts come in four kinds:
How to use it:
- Press the create button and pick a kind and type. For a price level, you can also right-click the chart or an alert line and create or edit the alert in place. Active price alerts stay visible as labeled chart lines.
- Choose Once (fires a single time) or Recurring with a cooldown (1 hour, 4 hours, 1 day, or 1 week) so a choppy tape can't spam you.
- Keep email notification on if you want alerts in your inbox as well as in-app.
- Manage everything from the alerts table — pause, edit, or delete as setups play out.
Example: after pinning a Number Searcher level on the chart, set a level-cross alert at that price. When it trades through, you get the notification instead of watching the tape all day.
Plan access: alerts unlock at Basic. Limits: 0 on Free, 10 on Basic, 50 on Pro. Every plan's alerts are evaluated at end of day; Pro adds a 15-minute intraday sweep for price and market-event alerts, so triggers land during the session instead of after the close. During the session, unusual-volume checks project the full day from the pace so far, starting 30 minutes after the open.
Seasonality — Basic
Dashboard → Seasonality draws a symbol's average calendar-year path from up to a decade of history and overlays the current year on top, with per-month statistics beneath.
Cycle presets regroup the composite: Annual is the classic every-year average; Decade year averages only the years sharing the current decade position (…0 through …9); Election cycle averages one US presidential-cycle phase (election, post-election, midterm, pre-election), defaulting to the phase the current year is in. A sample-count badge always shows how many years the curve is built from — grouped presets run on thin samples by design, and the page says so instead of hiding it. Show individual years overlays each contributing year as a ghost line behind the average.
How to use it:
- Enter a symbol and choose how many years of history to average.
- Read the average path for the recurring shape — which months have historically been strong or weak, where the year's typical inflections sit.
- Compare the current-year line against the average: tracking it, leading it, or diverging from it are three different stories.
Example: a symbol whose average path bottoms in early October while this year's line is already stretched below it — that's context for scaling risk differently than the calendar-blind view would suggest.
Seasonality shows what recurred, not what must recur. Use the recurring windows as context around your other signals — never as a standalone trigger.
Plan access: Basic and Pro. Free users see an illustrative blurred preview.
Rotation Orbit — Pro
Dashboard → Rotation plots a universe of symbols on a two-axis plane — relative strength versus its momentum, measured against a benchmark — and trails each symbol's recent path so you can see rotation happen. The plane reads as four quadrants:
Symbols tend to orbit clockwise through the quadrants — leadership matures, fades, bottoms, and rebuilds.
How to use it:
- Pick a Universe — S&P sectors, mega-cap tech, global indices, or crypto majors — or run it over one of your own watchlists.
- Choose the Benchmark the universe is measured against.
- Set the Tail length: longer tails show the full arc of the rotation, shorter tails emphasize the latest move.
- Hunt the transitions: names curling out of Lagging into Improving are candidates building relative strength; names rolling from Leading into Weakening are where trimming starts. The table below the chart puts numbers to every dot.
Plan access: Pro. Free and Basic users see an illustrative demo.
Rotation Lines on the chart
Add Rotation Lines from the chart's Indicator Library when you want the same relative-strength and momentum model for one symbol through time. It defaults to SPY, supports another benchmark, and can color candles by the four Orbit quadrants. Rotation Orbit compares a group at one glance; Rotation Lines explains one symbol's path.