Documentation

Guides for getting started with dibsTERMINAL — dashboards, charts, screeners, alerts, and the AI research agent.

GETTING STARTED

• Terminal Model — Dashboards, widgets, and how the terminal is structured.
• Search — Find any security, page, or action instantly.
• Keyboard Shortcuts — All keyboard shortcuts for navigation, layout, and actions.
• Notifications — Alert delivery, push notifications, and the notification centre.

DASHBOARDS

• Dashboards — Create, rename, duplicate, and manage your dashboards.
• Market Dashboards — Pre-built dashboards for sectors, crypto, FX, yields, and more.

WORKSPACE

• Widgets — The building blocks of every dashboard.

MARKETS

• Market Sections — All the pre-built market views available in the terminal.
• Security Analysis — Deep-dive pages for any stock, ETF, or asset.
• Charts & Indicators — Chart types, timeframes, indicators, and drawing tools.
• Macro & Economic Data — Economic indicators, FRED data, yield curve, and calendar.
• On-Chain Analytics — Crypto blockchain metrics, whale activity, and smart money flow.

TOOLS

• Alerts — Price, indicator, and volume alerts that run server-side.
• Watchlists — Track symbols across sessions and devices.
• Screener — Filter and rank securities by fundamental and technical criteria.
• Trading Journal — Log trades, review performance statistics, and get AI debrief.
• Portfolio — Personal, client, and model portfolios with full analytics.
• Paper Trading — Practise trading with virtual capital and live market prices.

DATA

• Data Sources — Where the live and historical data comes from.
• Data Export & API — CSV export, MCP access, and REST API for programmatic use.

ACCOUNT

• Account & Security — Login methods, 2FA, passkeys, sessions, and audit log.
• Settings & Preferences — Appearance, notifications, alert channels, privacy, and account data.
• Plans & Features — Free, Plus, and Pro — what each tier includes.