Getting started
Open the terminal, find a company, open panels and pick a layout — the first ten minutes.
Open the terminal
WiseView is one workspace, the terminal, at wiseview.ai/app/terminal. Sign in and you land on it. If you also run an organization’s account, signing in first asks whether you want the terminal or Manage.
Take the tour
A first visit opens a welcome: pick what you want to do and the desk is set up for it. Then The basics takes about two minutes — open the finder, pick a company, open a panel by its code, fill the desk and put it back, switch layouts and find Guide. Each step waits until you have done it, and nothing does it for you.
Esc or Leave tour stops at any time. Guide in the header (or I) picks up where you left off, beside three short chapters that run on a practice desk, so your own panels stay as they are. On a phone there is no tour; the welcome only sets the desk up.
Find a company
Press ⌘ K (Ctrl+K on Windows) or ` to open the finder, type a ticker and press Enter. The Company Profile opens on it, and every panel on lane A follows.
Open a panel
Every panel has a short code. Type CH for a chart, WL for a watchlist, PM for the pre-market board — or the panel’s name — and Enter opens it. NVDA CH opens a chart on NVDA. Add panel beside the command field (or M) lists every panel by category.
Pick a layout
The left sidebar starts with five presets — Watch the open, Research one company, Read the board, Follow the money, Plan a trade. A preset’s own panels stay put; anything you add floats on top. Above them, + New blank desk (or N) gives you an empty desk with no name. When a desk is how you want it, Save (⌘ S) keeps it as a layout of your own, and the header says Edited whenever one of yours has changes you have not saved. Your layouts follow you to other devices.
Where next
This page as Markdown · for AI apps, as is llms.txt