Midas Monitor enables users to customise dashboards by dragging and dropping AI-powered widgets, defining their scope, and tailoring their analysis to specific financial contexts.

Dashboards are your personal center, designed to organize and display the insights you care about most, all in one place. Whether you're tracking company performance, market activity, or financial metrics, dashboards give you a visual and dynamic way to work with your data.

The best part? You don’t need to be technical to build one. Creating a new dashboard is as simple as clicking a button and dragging a few widgets into place.

How to Create a New Dashboard

Creating your first dashboard is quick and intuitive—no setup headaches, no technical steps. Just follow these simple instructions:

Step 1: Click the “New Dashboard” Button on the Home Page

On the home page, you’ll see a button “New Dashboard”

• Clicking this button will instantly create a new, blank dashboard.

✳️ Tip: You can rename your dashboard anytime by clicking on on the three dots > edit.

Step 2: Add Widgets with Drag & Drop

Once your dashboard is open, you’ll see a list or library of available widgets—these are your building blocks.

• To add a widget, simply drag it from the widget panel (right side menu) and drop it onto your dashboard canvas.

• You can add as many widgets as you like, rearrange them, and resize them based on what insights matter most to you.

Step 3: Configure Each Widget

After placing a widget, you’ll be prompted to the configuration panel:

• The ticker(s) (e.g., AAPL, TSLA)

• The date range (e.g., last 3 quarters)

• Review the Document Types that are included in the widget

• Decide if you'd like Web Results to be included in the widget or not

This lets you customize the data you want to track, whether you're monitoring company performance, financial trends, or investor activity.

Your dashboard now updates based on the widgets you’ve added and their update settings (e.g., daily, event-based).

• You can return to it anytime, duplicate it, or create multiple dashboards for different use cases.