Trading Dashboard for Advanced Traders

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 date and number format; widget behaviours; and language, including English, French and Simplified and Traditional Chinese

Trading Dashboard Setup Ideas:

5 Savvy Setup Ideas for the Trading Dashboard

Track stock and ETF prices in the moment with real-time streaming quotes^{Legal Disclaimer footnote1}
Get Level 2^{Legal 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 Trader^{Legal 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.

Skip glider content

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.

Workspace with Factsheet, Chart and News widgets.

Choose from a wide range of widgets to customize your workspace.

Track your holdings with the Portfolio widget.

Create, manage and view watchlists with the List widget.

Keep track of key indices with the Market Overview.

Get historical performance data with the Factsheet widget.

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

Track stock and ETF prices in the moment with real-time streaming and Level 2 quotes^{Legal Disclaimer footnote2}.

Leverage fundamentals data, intraday activity and more.

Stay on top of global markets and specific companies with historical and current news in the News widget.

Set benchmarks, use drawing tools and view overlays and indicators with the Chart widget.

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

Access thousands of investments, including stocks, options, ETFs and much more.

Click on any holding to access the Quick menu and take action from any view.

Start an order from any screen or widget.

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

Get an instant overview of your portfolios, alerts and activity in the Personal Stream sidebar.

Track your holdings with the Portfolio widget.

See gainers and losers with the Heatmap view and the Top/Flop view in the List widget.

Customize the columns in the Portfolio widget to display information that's important to you.

Keep track of your orders with the Order Status widget.

Discover More About the Dashboard

Overview of the Trading Dashboard (Video)

Trading Dashboard Setup Ideas

See More on Inspired Investor

Compare All Three Trading Platforms

Compare All Three Trading Platforms
Feature	Online Investing Platform	RBC Mobile^{Compare Table Legal Disclaimer footnote 1} app	Trading Dashboard

				North American Stocks and Options Trading
				View and Monitor Your Accounts and Investments
				Real-Time Quotes^{Compare Table Legal Disclaimer footnote 2}
				Level 2 Quotes^{Compare Table Legal Disclaimer footnote 3} for Stocks and ETFs
News and Headlines
Watchlists
Fixed-Income Investments Search

				North American Stocks and Options Trading
				Real-Time Quotes^{Compare Table Legal Disclaimer footnote 2}
				Real-Time Streaming^{Compare Table Legal Disclaimer footnote 4} Quotes for Stocks and ETFs
				Level 2 Quotes^{Compare Table Legal Disclaimer footnote 3} for Stocks and ETFs
				Trading with Avion Points
				Pre-Market and After-Hours Trading
				Dividend Reinvestment Plan (DRIP)^{Compare Table Legal Disclaimer footnote 5,Compare Table 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 Holdings^{Compare Table Legal Disclaimer footnote 7}
				Watchlists

Watchlists
Fixed-Income Investments Search
Custom and Pre-Defined Screeners/Filtered Lists for Stocks, Mutual Funds and ETFs
Morningstar^{Compare Table Legal 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 Refinitiv^{Compare Table Legal 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 Central^{Compare Table Legal Disclaimer footnote ‡}
New Issues/IPOs Search

				Educational Videos and Demos
				Inspired Investor Trade
				Practice Accounts

Compare All Three Trading Platforms
Option 1	Option 2

Legal Disclaimer footnote ‡

All other trademarks are the property of their respective owner(s).

Legal Disclaimer footnote

The Avion Rewards program is offered by Royal Bank of Canada and is subject to the Avion Rewards Terms & Conditions (opens in new window)

. You may only use your Avion points through RBC DI to: (1) pay for Canadian or U.S. equity trade commissions on your eligible RBC Direct Investing accounts; or (2) transfer points for cash contributions in CAD to your eligible RBC Direct Investing accounts. It is your responsibility to make sure you have sufficient contribution room within your registered plan when redeeming points for cash contributions in CAD to your registered accounts and/or when you use your Avion points to pay for Canadian or U.S. equity trade commissions on a registered account. The Canada Revenue Agency may apply tax penalties for over-contributions. RBC Direct Investing is not responsible for any such penalties.

Legal Disclaimer footnote

There may be commissions, trailing commissions, investment fund management fees and expenses associated with investment fund and exchange-traded fund (ETF) investments. On or after June 1, 2022, any trailing commissions paid to RBC Direct Investing Inc. will be rebated to clients pursuant to applicable regulatory exemptions. Before investing, please review the applicable fees, expenses and charges relating to the fund as disclosed in the prospectus, fund facts or ETF facts for the fund. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. For money market funds there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.

Legal Disclaimer footnote 1

RBC Mobile is operated by Royal Bank of Canada, RBC Direct Investing Inc. and RBC Dominion Securities Inc.

Legal Disclaimer footnote 2

Real-time quotes are available automatically to all clients for exchange listed stocks, ETFs and most over-the-counter (OTC) securities without completion of exchange agreements. Real-time quotes for options and grey market OTC securities on detailed quote and order entry pages are also available upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site. Real-time quotes for options and grey market OTC securities are available to all clients across the site upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site.

Legal Disclaimer footnote 3

Level 2 quotes are available on stocks and ETFs that trade on the TSX and TSX-Venture exchanges for all clients. Level 2 quotes are also available on stocks and ETFs that trade on the Canadian Securities Exchange and Nasdaq for Active Trader clients upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site.

Legal Disclaimer footnote 4

Real-time streaming quotes are available automatically to all clients for exchange listed equities, ETFs and most over-the-counter (OTC) securities. Real-time streaming quotes for options and grey market OTC securities are available to all clients upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site.

Legal Disclaimer footnote 5

Dividends earned pursuant to DRIP may be subject to requirements imposed by the Income Tax Act (Canada). It is your responsibility to ensure that any associated tax requirements or obligations are satisfied.

Legal Disclaimer footnote 6

The list of DRIP eligible securities is subject to change at any time without prior notice. RBC Direct Investing will purchase whole shares only. Some exclusions may apply. Some eligible securities such as preferred shares and voting class common shares will not reinvest into additional units of the same security but rather the underlying non-voting common share or similar security.

Legal Disclaimer footnote 7

To help you stay on top of your holdings we track and display dividend announcements, earnings, performances when one of your stocks hits a 52-week high or low, and ratings changes. These key events will be visible to you for five business days after they occur.

Demand More from Your Trading Platform

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

Open an Account

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

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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 quotes^{Legal 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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Legal Disclaimer footnote

Screenshots are for illustration purposes only.

Legal Disclaimer footnote ‡

All other trademarks are the property of their respective owner(s).

Legal Disclaimer footnote 1)

Legal Disclaimer footnote 2)

Legal Disclaimer footnote 3)

Clients who make 30 or more equity/options trades per quarter qualify for our Active Trader program. Quarterly trading activity of clients will be reviewed on a monthly basis on the 22nd of every month. Clients must re-qualify on a monthly basis for Active Trader status to stay in effect. Clients will qualify based on the eligible trading activity from the previous three calendar months (e.g. total trades count from September 1 to November 30, with Active Trader status going into effect on December 22). A trade is defined as a stock, exchange-traded fund (ETF) or option order for which a commission has been charged.

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Learn to Trade and Invest

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Call, Email or Visit

Trading Dashboard

Powerful. Customizable. Free.

Top Features at a Glance

Demand More from Your Trading Platform

Create Custom Views of the Markets and Your Portfolios

Analyze Data in Real Time

Go from Researching to Trading in Just a Few Clicks

Monitor Your Holdings and Customize the Data You Want to See

Discover More About the Dashboard

Compare All Three Trading Platforms

Demand More from Your Trading Platform

Trading Dashboard FAQs

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Trading Dashboard

Powerful. Customizable. Free.

Top Features at a Glance

Customize Your Dashboard

Act on Price Changes with Free Real-Time Streaming Quotes

Analyze Data with Advanced Charting Tools

Inform Your Decisions with Detailed Metrics and News

Demand More from Your Trading Platform

Create Custom Views of the Markets and Your Portfolios

Analyze Data in Real Time

Go from Researching to Trading in Just a Few Clicks

Monitor Your Holdings and Customize the Data You Want to See

Discover More About the Dashboard

Compare All Three Trading Platforms

Demand More from Your Trading Platform

Trading Dashboard FAQs

How much does the Trading Dashboard cost?

Are real-time streaming quotes available on the Trading Dashboard?

Which is the right trading platform for me?

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