Save Favorite Markets and Reports

3 Min.
Video
Brokers

Star the markets and reports you use most, and keep them one click away.

Preview

Star a market

On any market dashboard, click the star to make it a favorite. It becomes your home base, one click away.

Star a market right from its dashboard.

Star a market right from its dashboard.

Manage them in one place

Open Manage favorites to pick the markets and reports you care about. Check the ones you want and hit Save.

Pick markets and reports together, then Save.

Pick markets and reports together, then Save.

One click away

Your favorites live in the sidebar on every page, so your go-to markets and reports are always close.

Your favorites ride along in the sidebar.

Your favorites ride along in the sidebar.


How To

When to use

Steps

  1. Open a market dashboard and click the star
  2. Open Manage favorites from your account
  3. Check your markets and reports, then Save
  4. Jump to them from the sidebar anytime

Why it works

You work the same markets and pull the same reports week after week. Favoriting them turns a search into a single click, so you spend less time navigating and more time with clients.

Pro tip

Favorite a market from its dashboard the moment you land on it, that way it's saved before you move on.