Feature Preview: Enhanced Quoteboards are currently available in Feature Preview. This article covers the updated Quoteboard functionality. For information about the current production version of Quoteboards click Quoteboard

Quoteboards

Quoteboards provide a customizable view of streaming market data for a group of securities. Choose the securities and market data you want to follow, then organize and sort the Quoteboard to fit your workflow.

Click the Quoteboard icon on the side toolbar to open your Quoteboards. Selecting a symbol from a Quoteboard loads that security into the active chart.

Creating a Quoteboard

Click Create Quoteboard, or the Add icon, Choose a Quoteboard type to create.

• Columns - Displays market data in separate columns for each security.
• Stacked - Displays security and market data across two rows for a more compact view.
• Boxed - Displays securities and market data in a compact, multi-column grid.

Add Symbols / Insert a Portfolio

To quickly build a Quoteboard from an existing Portfolio, select the Ellipses menu and choose Insert Portfolio. Select either a Custom or System Portfolio to add its securities to the Quoteboard.

Note: The Quoteboard and Portfolio are not linked, so future changes to the Portfolio will not automatically update the Quoteboard.

Organizing Securities with Folders

Use Folders to organize securities into groups within a Quoteboard. Folders can be created while building a new Quoteboard or while editing an existing one.

From the Edit Quoteboard, select your securities and click the Add Folder icon to create a folder and enter a name. Securities can then be organized within the folder, and folders and securities can be reordered to create your preferred Quoteboard layout.

Sorting a Quoteboard

Quoteboards can be sorted using the displayed market data. Select a column heading to cycle between ascending, descending, and the Quoteboard's default order.

You can also select Sorting from the Ellipses icon to choose how the Quoteboard is sorted.

Quoteboard Settings

Select Settings from the Ellipses menu to customize the Quoteboard.

Display Style

Choose between Columns, Stacked, and Boxed to control how securities and market data are arranged in the Quoteboard.

Outputs

The market data available depends on the Quoteboard's display style.

• Columns - Open, High, Low, Close, Net Change, Percentage Change, Volume
• Stacked - Last, Net Change, and Percentage Change.
• Boxed - Open, High, Low, Close, Net Change, Percentage Change, Volume

Appearance

• Horizontal Dividers - Displays horizontal lines between Quoteboard rows.
• Vertical Dividers - Displays vertical lines between Quoteboard columns.
• Crosswalk - Alternates the background of Quoteboard rows to make securities easier to follow across the display.
• Crosswalk Color - Choose the color and opacity used to display the Crosswalk.

Auto-Play Speed

Use Auto-Play Speed to set how quickly Auto Play advances through securities in the Quoteboard.

Saving Quoteboard Settings

Select Save to apply changes to the current Quoteboard.

Select Save and Apply to All Quoteboards to apply the settings across your Quoteboards and establish them as the default Quoteboard settings.

Setting Quoteboard Defaults in System Settings

Quoteboard defaults can also be configured through System Settings.

Click the Profile icon in the upper-right corner of Symbolik and select System Settings. Select Quoteboard to view or change the default settings applied to Quoteboards.