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Applies to the Home Dashboard with Add tile controls. The screenshot shows the production interface on October 19, 2026. The Home Dashboard combines market coverage, recently opened reports, and saved report-cell history. Tiles can be added, moved, and removed to arrange the dashboard.

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What is required before customizing Home?

  • A signed-in Risk Portal session.
  • Access to the underlying report and data when adding report-cell history.
  • For cell-history tiles, a report viewer with a History option and available rows for the selected cell.
Select Home in the sidebar to open the Home Dashboard. The summary cards show Tracked instruments, Tradable breadth, and Recent activity.

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What does each tile show?

Coverage describes market instruments and product types. It does not represent a selected portfolio’s positions or valuation. The default dashboard contains Stock coverage and Tradable coverage.

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How to add a standard tile

Three types of tile can be added to the home page. Each tile can only be added once.
  1. Stock coverage
  2. Tradable coverage
  3. Recent reports
To add a tile that is not already visible, select Add tile below the existing panels. Then select from the available options. When all three tiles are included on the home page, Add tile is hidden.
Home coverage tiles with Recent reports available under Add tile

Recent reports remains available because the two coverage tiles are already on this dashboard.

Use How to add report-cell history to save a tile from the report viewer.

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How to arrange or remove tiles

Drag a tile by its title area to the desired position. Verify that the tile appears in its new position. To remove a tile:
  1. Open the tile’s three-dot menu.
  2. Select Remove tile.
Verify that the tile disappears. Removal affects the dashboard tile; the underlying report, schedule, and data remain available. A removed standard tile becomes available under Add tile again. Layout changes are saved automatically in the current browser. Clearing site data can remove these preferences. If every tile is removed, returning to Home restores the two default coverage tiles.

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How to add report-cell history

Use a report viewer that offers History in a value cell’s context menu. Supported Live reports can be opened through Reports → Live. The available viewer action is View Live or View Last Completed, depending on the configured schedule. Some report viewers do not offer cell history.
  1. Open the required report.
  2. Set the grouping for the required cell context.
  3. Apply the required filters.
  4. Open the value cell’s context menu.
  5. Select History. A Realtime History dialog opens with the column title.
  6. Wait for history data to load.
  7. Check the displayed grouping and filter context.
  8. Select Save widget.
Verify that the button changes to Saved. The button is disabled while history loads or when no rows are available. A matching saved cell context does not create a duplicate tile.
  1. Select Close.
  2. Select Home.
Verify that the new tile shows the selected column title and Saved live report cell history. To change the saved context, remove the tile and save the required selection from the report again. Supported live-history tiles load data when opened and refresh when report updates arrive. Adding a tile does not create a report schedule or start a calculation.

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How to use the dashboard

Select a coverage chart segment or an item marked Drill down to explore its categories. Use Back or the breadcrumbs to return to a broader level. Select a Recent reports entry to reopen that report. This action does not start another calculation. The recent list is cleared during sign-in and sign-out. Use a saved history tile’s open-report icon, when available, to return to its source report.

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What can prevent a tile from showing data?

See Report types for the distinction between Risk, VaR, P&L, and Live reports.