Widgets are the building blocks of your dashboard. Each widget connects to a specific data source and displays real-time insights in a visual format, such as tables, bullet points, or summary tiles. They help you track key metrics at a glance, without needing to manually pull reports.

We have two types of widgets:

 1. Custom Widgets

Custom widgets give you full control. Simply type your own prompt—just like you would when chatting with an AI assistant—and the system will generate a widget based on your request. This is ideal when you want to explore specific questions, create tailored metrics, or run one-off analyses.

 2. Midas Widgets

These widgets are built by us. They’re optimized for consistency, best practices, and delivering the most relevant results. You simply choose from a list of available widgets (e.g., “Revenue Growth Trends” or “Net Profit & EPS”), and the system generates the report automatically for you.

• To see what kind of information each widget provides, you will need to hover over the widget and click the preview button

Both types of widgets can be configured with a simple Drag and Drop to the dashboard (more on this topic in our next guide). Whether it’s a Custom Widget, or a Midas Widget the configuration details are the same for both. Below we will highlight all of the details that you will need to configure to get the most out of each widget:

Widget Configuration:

   1. Ticker Selection

A ticker represents a company or asset you want to analyze (e.g., AAPL for Apple). Once selected, the widget pulls relevant financial and performance data for that ticker.

After you drop a widget inside the dashboard, the configuration menu will be opened in the right side pannel. The first step is to select the ticker you would like to analyze.

• Tip: Currently, you can add up to 4 tickers per widget and the widget will give you a side-by-side comparison.

   2. Date Range

Under the Date range menu, you can utilize date ranges between Quarters and Years. Here you can configure it to analyze the last 3 Quarters or the last 3 Years for your ticker.

   3. Sources

• Sources refer to the financial documents or data providers the widget will analyze—e.g., 10-K, 10-Q, Earnings Calls, etc. If you're analyzing company fundamentals, 10-K filings are typically the most comprehensive.

For the Custom widgets, you can choose any source you think is most relevant to your selection and task prompt. For Midas Widgets, while you can edit the sources, we recommend keeping the default setting to ensure the most relevant results.

   4. Output

Output options include:

• Summary

• Bulletpoints: best view for a summary of the most important information

• Tables: are ideal for comparing figures across time or tickers.

• Detailed: in depth details about the date

Based on your preference, you can utilize each of the output formats to digest the data more efficiently.

    5. Update Period

As you've noticed from the previous images, there are several options for the widgets to be updated. These options are:

1. Time-based Updates; are always best to be utilized for recurring dashboards (e.g., monthly revenue check-ins).

2. Daily

   • Once a Week

   • Monthly

   • Quarterly

3. Event-Based Updates; should be used  if you want your widgets to stay aligned with major filings (e.g., new earnings reports).”

4. These updates are configured based on the documents that are listed. If you select for example 10-K and 8-K, the widget will update automatically when new documents become available.

5. No Updates

6. This option means that nothing will affect the widget and the generated details that you’re seeing on your end.