Dashboards
Create, inspect, and share a market page.
In Terminal, ask Kimpton to build a page for a clear purpose. For example: "Make a dashboard of my available portfolio model, sector weights, and recent relevant market moves." You can also start with a market page template. Inspect the widgets and ask Kimpton to change anything that does not answer your question.
Check the source and date of each widget. A portfolio model is a target allocation, not a live holdings or performance feed. If a widget needs data you cannot access, ask your administrator about the connection or select another source.
Use the page's share control to copy a link for colleagues with access. Sharing a page does not give them access to its underlying private data. See Terminal for the main workspace and Teams for shared resources.