Documentation / Dashboard Guide — Risk Monitoring & Market Widgets
Dashboard Guide — Risk Monitoring & Market Widgets
Configure your real-time dashboard with 13 market widgets — indices, yields, FX, commodities, VIX term structure, scenario likelihood, and firm-wide risk.
Table of Contents
Your Dashboard
The Dashboard is the first thing you see after logging in. It gives you a real-time overview of markets, your recent work, and key risk indicators — all in one place. Every widget pulls live data, so you always have an up-to-date picture of conditions relevant to your stress testing.
Available Widgets
The dashboard includes 13 widgets, each focused on a different aspect of market conditions and your workflow:
| Widget | What It Shows |
|---|---|
| Market Snapshot | Broad market overview — major indices, Treasury yields, credit spreads, inflation expectations, and a market regime indicator (Risk On / Risk Off / Mixed). |
| Commodities | Oil, gold, natural gas, copper — current prices with daily changes and trend arrows. |
| FX Rates | Major currency pairs (EUR/USD, GBP/USD, USD/JPY, etc.) with daily changes. |
| Sector Performance | S&P 500 sector returns — daily, weekly, and year-to-date — sorted by daily change. |
| Calendar | Upcoming regulatory deadlines and economic data releases with importance levels. |
| Earnings Calendar | Upcoming corporate earnings dates with analyst estimates. |
| Quick Stats | Your scenario counts by status: total, completed, draft, in review, computing, and failed. |
| Crypto | Bitcoin, Ethereum, and other major crypto assets with prices, daily changes, and market cap. |
| VIX Term Structure | VIX futures curve — a visual chart of expected volatility over time. |
| Activity Feed | Recent platform updates, feature releases, and regulatory alerts from data sources. |
| Recent Scenarios | Your five most recent scenarios with status badges and direct links. |
| Scenario Likelihood | On-demand ranking of your completed scenarios by how likely they are given current market conditions. |
| Firm-Wide Risk | Top risk factor exposures aggregated across all your portfolios, with optional strategy filtering. |
Customizing Your Layout
Click the settings gear icon in the top-right corner of the dashboard to open the customization panel. From there you can:
- Toggle — Turn individual widgets on or off with the switch next to each name.
- Reorder — Drag widgets up or down using the grip handle to arrange them in your preferred order.
Your layout preferences are saved to your account and persist across sessions and devices.