The New Trading Dashboard

Summary

This video introduces a new user-friendly dashboard designed for both institutional and individual traders. It demonstrates how to create a personalized watchlist, access advanced quantitative models, and customize trading routines. Features include real-time data on stocks, ETFs, indices, and Futures, along with intraday and end-of-day snapshots. The dashboard also offers tools like the gamma screener and backtesting capabilities for deeper analysis. The video emphasizes easy navigation, personalized setup, and integration with various trading strategies, helping traders stay informed and make data-driven decisions.

Takeaways

• 😀 The dashboard provides a comprehensive user interface for managing indices, ETFs, stocks, Futures, and Quant models.
• 😀 Users can easily access tutorials and guides to understand the models offered by the platform, with over 100 documents available.
• 😀 The platform includes advanced quantitative models that were previously only available to institutional traders, such as those from Goldman Sachs and JP Morgan.
• 😀 The process to create a watchlist is straightforward: simply type a ticker, click the plus sign, and the item is added to the watchlist.
• 😀 Users can customize their dashboard layout by resizing, reordering, and minimizing the various sections and models according to preference.
• 😀 Data on stocks, indices, ETFs, and Futures is organized into sections with easy access to a range of charts and quantitative models.
• 😀 The dashboard includes an option for backtesting, allowing users to go back up to six months and see past data and trends.
• 😀 Users can personalize their workflow by setting up a daily routine and having it saved for future use with minimal setup time required.
• 😀 The Futures section allows for trading and viewing futures options, including charts and quantitative models for different commodities.
• 😀 Intraday data is provided with nine different snapshots per day, allowing users to track changes and updates throughout the trading day.
• 😀 The platform offers a range of screeners, including gamma level and open interest screeners, to help traders find opportunities based on specific market criteria.

Q & A

What is the purpose of the new dashboard in the app?

The new dashboard provides users with easy access to various tools and models, including indices, ETFs, stocks, Futures, and Quant models. It is designed to help users efficiently manage their watchlists, track data, and customize their trading routines.

How can users create a watchlist on the dashboard?

To create a watchlist, users simply need to type in a ticker symbol, click on the plus sign, and the asset will be added to their watchlist. This process can be repeated to add multiple tickers, and the watchlist will be saved on the user's profile.

What types of data does the dashboard provide for analysis?

The dashboard offers data on indices, ETFs, stocks, Futures, and quantitative models. It also includes charts for momentum analysis, volatility, and other advanced quantitative strategies.

What are Quant models, and who can use them?

Quant models include advanced trading strategies, such as volatility and momentum strategies, which are generally used by institutional traders. The app provides similar models to those used by major institutions like Goldman Sachs and JP Morgan, making them available to all users, including retail traders.

How does the customization feature work for users' dashboards?

Users can customize their dashboards by adding, resizing, and reordering different models and sections. Once the dashboard is set up, the configuration is saved for future use, allowing users to easily access their preferred layout and workflow.

What is the purpose of the new Q score feature on the dashboard?

The Q score allows users to assess the current data of different models and compare it with historical performance. It offers users insights into how specific assets have performed over time, including backtesting options for past price movements.

How does the intraday data update function work?

The intraday data provides updates at nine different intervals during the day, starting from 7:45 AM and continuing through 3:30 PM. These snapshots allow users to track how data changes over the course of the trading day, providing real-time insights into market movements.

What is the significance of the gamma exposure chart in Futures trading?

The gamma exposure chart in Futures trading shows how changes in gamma can impact asset prices. This tool is especially useful for understanding market behavior and potential risk factors in Futures options trading.

What is the purpose of the screener tool in the dashboard?

The screener tool helps users filter and search for specific assets based on various criteria, such as gamma levels, open interest, volatility, and volume. It allows traders to identify potential opportunities by focusing on assets that meet certain conditions.

What new features are expected in the upcoming product iteration?

In the next product update, users will gain access to QCore screeners, which will allow them to screen assets based on QCore levels, further expanding the functionality of the existing screener tool.