Customize Your Trading Environment

Scrolling Dashboard

The scrolling dashboard, located at the bottom of ScottradeELITE, provides a an easy way for you to quickly access windows within your layout. A thumbnail image of all your open windows will display in your dashboard. Using the dashboard, you can open multiple windows on the ELITE platform and minimize or restore windows with a single click.

View Graphic


Additional Dashboard Functionality

  • Hover Preview - The windows within the scrolling dashboard may be viewed in a preview window by hovering over the particular thumbnail in the dashboard. Click the monitor button on the left side of the dashboard to toggle on or toggle off the preview.

View Graphic

  • Detach Dashboard - When you click the Detach button on the left- side of the dashboard, you may detach your dashboard from its docked position. This allows you to drag the dashboard window outside the main ELITE platform and onto an alternate monitor, leaving more screen real-estate for the research and trading windows you have open in the platform.

View Graphic

  • Resizing – You may resize the dashboard by pointing to the top black bar of the dashboard. When the pointer becomes a double arrow, drag the pointer up or down to adjust the size.

View Graphic

  • Hide/Show – You may hide or show the carousel (depending on its current state) by clicking the gray tab between the Trade button and the Layout button in the lower left corner of the ELITE platform.

  • Scrolling between Windows - The dashboard will also allow you to scroll between the thumbnails of the windows that are currently open inside the ELITE platform. If the current thumbnails do not fit in the dashboard, a right arrow will appear on the right side of the dashboard.

View Graphic

Clicking this arrow will allow you to scroll through all available thumbnails. To scroll to the left, click the left arrow on the left side of the dashboard.

View Graphic


  • Organize Thumbnails - To manually rearrange the thumbnails in the dashboard, you may drag and drop the thumbnails to the desired location.

View Graphic

  • Active Window Indicator - The small blue dot within the thumbnail heading in the dashboard indicates that the window is active or expanded within the platform. If the dot is gray, the window is in a minimized state. You may click an inactive window (gray dot) to restore a window.

View Graphic

  • Right-click Functionality- Right-clicking a thumbnail within the dashboard provides a shortcut menu with the following options:
    • Detach/Attach - (depending on the current state of the window) – Detaches or attaches the window from or to the main ELITE platform
    • Minimize / Maximize (Restore) – Minimizes the window or maximizes (restores) the window
    • Close– Closes the window
    • Hide Dashboard – Collapses the dashboard completely
    • Configure Dashboard – Located in the bottom left corner of the Elite platform, Configure Dashboard allows you to change settings.

  • When you click Configure Dashboard, the Dashboard Properties dialog box displays the following choices:
    • Sort Order - You may sort the dashboard thumbnails by Symbol, Opened First, Opened Last, Gainers First, Gainers Last, and By Time Period.
    • Show Preview - Selecting the Show Preview check box will enable the hover preview functionality within the dashboard. The hover preview allows you to hover over the thumbnail in the dashboard and see a larger preview image of the window.
    • Preview Size - You can choose from the following preview sizes: Small, Medium, or Large.
    • Thumbnail Size - The thumbnail size also can be adjusted by dragging the Thumbnail Size scroll bar (smallest size to the left, largest size to the right).

View Graphic

Related
Related Education
No related Investment Education articles.
Browse All Education >
No related Help & How To articles.
Browse All Help & How To >
No related Videos.
Browse All Videos >
Featured
Online Community

Education meets interaction in the Scottrade Community. Join Scottrade customers from all over the country as you exchange information, ideas and trading strategies in a comfortable online learning environment.

Interact with Scottrade customers and product specialists. Share your thoughts and learn from others. Grow as an investor. Join our community today!

Learn More About the Community >
The information and content provided in the Scottrade® Knowledge Center is for informational and/or educational purposes only. The information presented or discussed is not, and should not be considered, a recommendation or an offer of, or solicitation of an offer by, Scottrade or its affiliates to buy, sell or hold any security or other financial product or an endorsement or affirmation of any specific investment strategy. You are fully responsible for your investment decisions. Your choice to engage in a particular investment or investment strategy should be based solely on your own research and evaluation of the risks involved, your financial circumstances and your investment objectives. Scottrade, Inc. and its affiliates are not offering or providing, and will not offer or provide, any advice, opinion or recommendation of the suitability, value or profitability of any particular investment or investment strategy.