Dashboards: Utilizing the Templates in our Library

Creating dashboards from scratch can be powerful, but sometimes, you just want to hit the ground running. That’s where our Template Library comes in.

We’ve designed a collection of ready-to-use dashboards that cover the most common and impactful use cases. Whether you’re analyzing company performance, comparing competitors, tracking investor sentiment, or preparing for earnings season, there’s likely a template built to match your needs.

Each template comes pre-loaded with widgets, configured prompts, and recommended layouts, saving you time while ensuring you follow best practices.

🧠 Think of templates as your jumpstart: They give you structure, insight, and flexibility—all in a few clicks.

Use them as-is or as a foundation to customize and expand upon. Either way, templates are the fastest way to build smart, focused dashboards without starting from zero.

Step 1: Open the Template Library

From your dashboard screen:

• Click the “Browse Templates” button (the last purple card on your home page).

• This will open a curated collection of pre-built dashboards created by our team.

Step 2: Browse the Library

Templates are organized by use case, so you can easily find what fits your needs.

Each template includes a title, brief description, and a Preview button so you can see what’s inside before selecting.

Step 2: Browse by Category

Templates are organized by use case, so you can easily find what fits your needs. Some common categories include:

• Financial

• Management

• Risk

• Industry

Each template includes a title, a brief description, and a Preview button so you can see what’s inside the template.

Step 3: Click a template card and Add a Ticker

Once you’ve found a dashboard template that fits your use case, the next step is to activate it by choosing a company ticker. The template is just a framework, before it can generate data or insights, it needs to know which company to analyze.

Each template requires you to select between one and three tickers before you can proceed.

To do this:

1. In the template preview, you’ll see a “Plus Sign” before the “Use Template” button.

2. Click the field and begin typing the company name or stock symbol (e.g., AAPL for Apple, MSFT for Microsoft).

3. Choose your desired ticker from the dropdown.

Note: Until a ticker is selected, the “Use This Template” button will remain inactive (grayed out). This ensures the widgets can be generated with the correct context.

• Tip: Templates give you structure, but they’re fully editable. Treat them as a launchpad, you can build on them as much or as little as you want.

After this, a fully structured dashboard will be added to your account. It includes a pre-selected set of widgets based on the use case (e.g., Earnings Overview, Valuation Tracker, or Investor Sentiment)