Create & Manage Multiple Workspaces

TrendSpider allows you to create multiple independent workspaces within one account for analyzing multiple markets at the same time. Each workspace environment is unique and has its own Indicators, Color Themes Selection (Light, Dark, and Old School), Trend Detection Settings, Widgets, and Heatmaps.

The only configurations that are shared across different workspaces include Alerts, Saved Strategies, Notes, Saved Scanners, Watch Lists, Chart Annotations, and Scripts.

In this documentation, we will explore the steps to:

  • Add a New Workspace
  • Rename a Workspace
  • Clone a Workspace
  • Switch Between Workspaces
  • Set Default Workspace
  • Delete a Workspace
  • Mobile Device Workspace
  • Open a Multi Symbol View

Let’s get started 🚀

Add a New Workspace

TrendSpider provides you with a Default Workspace Environment when you complete the Sign-up process. You can anytime add a new workspace by following the steps outlined below:

Step 1: Click on your Profile icon at the top right corner of the interface and select the Switch Workspace option.

add a workspace

Step 2: You will be redirected to a new webpage where you can click on the + Add New button to start adding a new workspace.

select add new option

Step 3: A modal window will appear on the interface that will request you to enter the name for your new workspace. Enter any name of your choice and click on the Proceed or hit Enter.

click proceed

Your new workspace will be added to the list 🎉

myspace workspace created

Rename a Workspace

You can rename any of the listed workspaces by following the steps outlined below:

Step 1: Click on your Profile icon at the top right corner of the interface and select the Switch Workspace option.

rename a workspace

Step 2: You will be redirected to a new webpage where you will be able to view all the workspaces. Click on the Vertical Ellipsis (⋮) for the workspace you want to rename and select the Rename option from the dropdown menu.

RENAME a workspace

This will allow your workspace to have a new name.

Clone a Workspace

TrendSpider provides you with an option to clone any of the existing workspaces from the list for creating a duplicate copy of a particular workspace.
When a workspace is cloned, a complete copy of all of its content is done, including Watch List, Chart Layouts, Color Themes, Indicators, Chart Annotations, Trend Detection Settings, etc. without any specific exceptions.

Step 1: Click on your Profile icon at the top right corner of the interface and select the Switch Workspace option.

select switch workspace

Step 2: You will be redirected to a new webpage where you will be able to view all the workspaces. Click on the Vertical Ellipsis () for the workspace you want to duplicate and select the Clone option from the dropdown menu.

clone a workspace

Step 3: A modal window will appear on the interface that will request you to enter the name for your cloned workspace. Enter any name of your choice and click on the Proceed or hit Enter.

newname

Your cloned workspace will appear in the list of workspaces 🎉

cloned workspace

Switch Between Workspaces

You can easily switch between workspaces to access different chart environments you need by following the steps outlined below:

Step 1: Click on your Profile icon at the top right corner of the interface and select the Switch Workspace option.

switch between workspaces

Step 2: You will be redirected to a new webpage where you will be able to view all the workspaces. Simply click on the workspace you would like to access.

switch workspaces

Note*: If you want to view multiple tickers on TrendSpider at once, simply launch a new tab on your web browser and log in to TrendSpider using a different workspace.*

Set Default Workspace

You can designate any of the listed workspaces as your default or favorite choice. Each time you will log in to the TrendSpider account, your default workspace will be automatically launched.

Step 1: Click on your Profile icon at the top right corner of the interface and select the Switch Workspace option.

set default workspace

***Step 2:* You will be redirected to a new webpage where you will be able to view all the workspaces. Click on the 💗 icon for the workspace you want to set as default or favorite.
Set default workspace

You can anytime change your default or favorite workspace by simply clicking on the 💗 icon of another workspace you want to set as default.

Delete a Workspace

You can delete any of the listed workspaces you don't want to use anymore. However, this action will not remove the Alerts, Annotations, Scripts, and Watch Lists you have built in the workspace you want to remove.

Note*: Deleting a workspace will not have any consequences on its cloned copies.*

Step 1: Click on your Profile icon at the top right corner of the interface and select the Switch Workspace option.

delete a workspace

Step 2: You will be redirected to a new webpage where you will be able to view all the workspaces. Click on the Vertical Ellipsis () for the workspace you want to remove and select the Delete option from the dropdown menu.

Click on the Vertical Ellipsis \(⋮\) for the workspace you want to remove

Step 3: A confirmation modal window will appear on the interface. Click on Yes or hit Enter and the workspace will be permanently removed from the list.

delete confirmation

Mobile Device Workspace

Run the same workspace on the web interface which is currently active in your TrendSpider mobile app.  This option will appear right after your first login into your TrendSpider mobile app.

Step 1: Click on your Profile icon at the top right corner of the interface and select the Switch Workspace option.

select switch workspace

Step 2: You will be redirected to a new webpage where you can click on the Mobile Device button to load the workspace that is currently active in TrendSpider mobile app.

mobile device.gif

Open Multi Symbol View

TrendSpider provides you with a unified view of multiple charts belonging to different tickers cordially stacked in a single interface. You can anytime open a multi-symbol view by following the steps outlined below:

Step 1: Click on your Profile icon at the top right corner of the interface and select the Switch Workspace option.

select switch workspace

Step 2: You will be redirected to a new webpage where you can click on the Multi Symbol View button to open a unified view of multiple charts.

select multi symbol view

For more information on multi-symbol view, please refer to the Multi Symbol View documentation.

Alternative Approach

Alternatively, you can relaunch TrendSpider in a new browser tab (without closing the existing session) to perform any one of the following:

  1. Take over the existing session workspace
  2. Switch to another workspace
  3. Open a multi-symbol view
  4. Create a new workspace

Note*: TrendSpider only supports one browser session per workspace at a time* 🕑

alternativeapproach

Sep 21, 2022

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