Markets and charts

Use the dashboard and symbol tools to inspect current market data, compare price history, and move into a watch list, screener, trade, or automation workflow.

Investfly market overview and research workspace
Dashboard market cards provide context; use the symbol detail or chart for instrument-level research.

Dashboard market pulse

The Trading Dashboard rotates through broad market and asset snapshots alongside your selected portfolio, saved research lists, strategies, and Market Automations. Values are informational snapshots and can update at different times depending on the market and provider.

Find a symbol

Use the global symbol chooser to search supported securities and open the relevant detail page. Available sections can include quote summary, chart, company or instrument information, financial data, news, options, Manual Trade, and Add to Watch List.

The displayed sections vary by asset and available data; an equity detail page and a futures or crypto view do not have identical fields.

Use the chart

  • Choose a symbol and time interval.
  • Switch between supported line and candlestick views.
  • Zoom or change the visible historical range.
  • Compare additional symbols where the chart offers comparison.
  • Add, configure, edit, or remove supported standard and custom indicators.

Chart configuration is kept for the current browser session. Indicator values reflect their selected interval and input parameters.

Move from research to action

Add symbols you want to follow to a Watch List, evaluate a wider universe with a Screener, place a user-directed Manual Trade, or create a Market Automation for a saved false-to-true condition.

Quotes, news, financial fields, and indicators may be delayed, adjusted, incomplete, or supplied on different schedules. Verify time-sensitive information before acting.