Adding Heatmaps to the Dashboard

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 at the top left
2. Select Add Module
3. Select Charts on the left
4. Select Heatmap on the right
5. Select List for a list created in YCharts or select Holdings to bring in the holdings of a fund or portfolio
6. Search for the list or security
7. Select Submit
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