The Insight Panel is accessible by selecting one of the options under My Collections: Portfolios, Watchlists, Screeners, or World and then selecting the Insight icon in the Navigation Panel. The Insight Panel can also be viewed by selecting the All icon. With All selected it will appear on the right-hand side of the screen. The item selected in the table or left-hand panel determines what is shown in the Insight Panel. You can change the ticker by clicking on another ticker in the list.
There is a video that demonstrates the full capabilities of the Insight Panel. The video can be viewed here.
If you would like to change the set of tickers in the ticker list to a different data set, e.g. a different portfolio, watchlist or screener, or switch to the Quotes list or a to a list of stocks from an index, click on the pull down arrow to display the Navigation Panel and select the desired item you wish to display. The tickers listed will come from the new item you select.
The Insight Panel contains tools for researching stocks in depth. It also provides a section where context-aware links can be made to external research sites.
With All selected you can collapse or expand the Insight Panel using the triangle icon in the top right, or you can click the box next to the triangle to maximize the panel, and Premium users can pop it into a new window by clicking the diagonal arrow icon.
In order to fit a wide variety of information, the content of this panel is organized into 5 tabs, shown below. Depending on what is selected, different kinds of information will be available.
