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Top Features at a Glance

  • Create, save and personalize up to five unique workspaces
  • Pick from widgets for Portfolios, Charts, Quotes, Factsheets, News, Watchlists and more
  • Easily add, rearrange and remove widgets
  • Choose colour theme, language, date and number format and widget behaviours

Trading Dashboard Setup Ideas:

5 Savvy Setup Ideas for the Trading Dashboard

  • Track stock and ETF prices in the moment with real-time streaming quotesLegal Disclaimer footnote1
  • Get Level 2Legal Disclaimer footnote2 quotes for stocks and ETFs that trade on the TSX and TSX-Venture exchanges
  • Access Level 2 quotes for stocks and ETFs that trade on the Canadian Securities Exchange and Nasdaq (for Active TraderLegal Disclaimer footnote3 clients with signed exchange agreements)

Watch or Read Now:

How to Search for a Quote

  • Set benchmarks, use drawing tools and view overlays and indicators
  • Choose from several chart types, such as Mountain and Bar
  • Activate Drawing mode to add trendlines, annotations, shapes, Fibonaccis and more
  • Easily zoom in, customize and interact with chart data

Watch or Read Now:

How to Use the Chart Widget

  • See an overview of the latest news or segment news by your individual securities
  • View detailed options metrics, including Greeks
  • Get analyst estimates, upgrades and downgrades

Trading Dashboard How Tos:

How to Research Stocks and ETFs
How to Research Options

Demand More from Your Trading Platform

Get a robust suite of web-based, customizable tools with the real-time data and resources you need.

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Create Custom Views of the Markets and Your Portfolios

Personalize your workspace and do multiple tasks—manage watchlists, analyze securities, view indices, check your holdings and more—all in one view. Plus, save time by broadcasting content between views.

Analyze Data in Real Time

Easily analyze and identify trading opportunities. Get real-time streaming quotes and use advanced charting tools to identify trends and benchmark performance.

How to Search for a Quote
How to Use Chart Widgets

Go from Researching to Trading in Just a Few Clicks

Take action from every screen and easily jump to key tasks like placing orders.

How to Place Stock and ETF Orders
How to Place an Options Order

Monitor Your Holdings and Customize the Data You Want to See

View all of your accounts (and their currencies) at a glance, check on orders, and choose how you want to view details about the holdings in your portfolios.

How to Access Your Portfolio
Compare All Three Trading Platforms
Feature Online Investing Platform RBC MobileLegal Disclaimer footnote 1 app Trading Dashboard
North American Stocks and Options Trading
View and Monitor Your Accounts and Investments
Real-Time QuotesLegal Disclaimer footnote 2
Level 2 QuotesLegal Disclaimer footnote 3 for Stocks and ETFs
News and Headlines
Watchlists
Fixed-Income Investments Search
North American Stocks and Options Trading
Real-Time QuotesLegal Disclaimer footnote 2
Real-Time StreamingLegal Disclaimer footnote 4 Quotes for Stocks and ETFs
Level 2 QuotesLegal Disclaimer footnote 3 for Stocks and ETFs
Trading with Avion Points
Pre-Market and After-Hours Trading
Dividend Reinvestment Plan (DRIP)Legal Disclaimer footnote 5,Legal Disclaimer footnote 6 Setup
Pre-Authorized Contribution (PAC) Plan Setup
Treasury Bill Rollover Setup
View and Monitor Your Accounts and Investments
Portfolio Analyzer, Account Performance and Income Projection Tools
Recent Events Driving Your HoldingsLegal Disclaimer footnote 7
Watchlists
Watchlists
Fixed-Income Investments Search
Custom and Pre-Defined Screeners/Filtered Lists for Stocks, Mutual Funds and ETFs
MorningstarLegal Disclaimer footnote Research (Pick Lists, Editorials, Ratings and Research)
Sectors and Industries Analysis
Research by RBC Capital Markets, RBC Economics and More
News and Headlines
Consensus Upgrades and Downgrades by RefinitivLegal Disclaimer footnote
Street Consensus by Thomson Reuters
Alerts (Stock and Market)
Calendar (Earnings and Events)
FactSet Fundamentals, Estimates and Reference Data
Technical Analysis and Advanced Charting
Technical Analysis and Events from Trading CentralLegal Disclaimer footnote
New Issues/IPOs Search
Educational Videos and Demos
Inspired Investor Trade
Practice Accounts
Compare All Three Trading Platforms

Demand More from Your Trading Platform

Open an account today to get the advanced tools you need at no extra charge.

RBC digital banking security guarantee

Get 100% reimbursement for any unauthorized transactions conducted through the Online Investing platform.

See the Guarantee

Trading Dashboard FAQs

The Trading Dashboard is available to all RBC Direct Investing clients at no additional cost.

Yes, you can access real-time streaming quotesLegal Disclaimer footnote1 through the Trading Dashboard using the Quote widget.

The platform that you use will depend on things like the type of trader you are and when or where you are trading. Use this chart to get an idea of which platform may best suit your needs. Keep in mind, you can switch between the three platforms—no need to pick just one.

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