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Adding Heatmaps to Dashboards

Two types of heatmaps are available to be added to the dashboard. A List heatmap will allow you to create a heatmap of a watchlist. Holdings heatmaps will allow you to create a heatmap of the holdings in a portfolio.

 

You can add a heatmap module to the dashboard by:

1. Select the dashboard name tab 

Adding Heatmaps to Dashboards - Step 1

 

2. Select Add Module

Adding Heatmaps to Dashboards - Step 2

 

3. Select Charts on the left

Adding Heatmaps to Dashboards - Step 3

 

4. Select Heatmap on the right

Adding Heatmaps to Dashboards - Step 4

 

5. Select List for a list created in YCharts or select Holdings to bring in the holdings of a fund or portfolio

Adding Heatmaps to Dashboards - Step 6

 

6. Search for the list or security

Adding Heatmaps to Dashboards - Step 7

 

7. Select Submit

Adding Heatmaps to Dashboards - Step 9

 

8. Move the heatmap to the location you'd like using the arrow icons at the top left and resize it using the bottom right corner

Adding Heatmaps to Dashboards - Step 10