Ultra Compact Table Widget for Dashboards - Fit 500+ Tickers into a Single Window

Added: 2026-06-03

[00:00:02]Hey everyone, it's Conor from Koyfin and today I'm excited to show you the compact table dashboard widget now available in my dashboards under the my Koyfin section. This widget optimizes for condensed data rich views allowing you to view hundreds of tickers in a single window. This includes auto wrapping columns and altering the font size and density. And with this new widget you can view the one day price changes of the S&P 500 in a single view.

[00:00:26]So let's break down how this thing works. To create a compact table widget we're going to head down to my dashboards which is located in the my Koyfin section. I'm going to press this plus arrow and we're going to give this one a name. So I'm just going to call this one S&P 500 and I'm going to select the compact table widget. Now after doing this it's going to open up a view that looks something like this. It will span the entire page but you can obviously make this a smaller part of the dashboard if you wish to add other components including other compact tables. For now we're just going to make this full page and I'm going to show you a few things. I'm also going to collapse the left navigation as well. So first and foremost when you want to add tickers to this table it's much like a watch list in the sense that you can just type in tickers and add those manually. Alternatively you can import securities by pasting tickers in a comma-separated list. You can import holdings from a watch list that you might have and handily you can also just import holdings from an ETF. So let's go with import from portfolio or fund. So you have options to import from your models or client portfolios or your my portfolio as well. For this one I'm just going to pick the S&P 500 ETF SPY. So I hit import this is automatically going to pull in all of those holdings. By default I'm going to have a price, a one day change in a percentage and numerical value and you can see this ticking away live. So if I sort this by one day this is the S&P and this is the intraday one day change. I'm just going to rename this table S&P 500 for now and you'll see these columns have a bit of scrolling going on here and these sections have just automatically been created. So there's a few different things here and to explain it I'm going to go into the settings panel up here on the right-hand side. So, what's happening with these sections being automatically created is this is what we call wrapping the columns. So, this is a big list of 500 or so tickers, and if I turn this off, it is just going to turn that into a list for me. So, this list is now 500. And if I want to create my own unique sections here, I can do so as well, and they will be separate from each other. However, if I want to just simply spread this out over the over the length of the component, I can just turn the wrapping on, and it's going to do that for me automatically. And when the wrapping is on, I can also dictate how many lines per section. So, if I put five, for example, you can now see there's just five per section. If I want to put 44, or perhaps 41, that now puts that into the table for me, and it doesn't have those scroll bars, which is awesome. You also have some other controls here as well. So, if we go to selection method, by default, it's going to be hidden.

[00:02:52]However, you can put these check boxes in there, and this relates to when you have other components in the dashboard as well. So, just to briefly show you that, what I'm going to do is just drag this along. I'm going to add a quick intraday graph there, and when I have the single selected, clicking on one of these is just going to populate whatever component is in the same grouping as the compact table. So, in this case, it's an intraday graph.

[00:03:17]However, if I change this to say a performance chart, and then I turn the selection method to multiple, I can now add multiple tickers to this chart. So, that's great. And that's what sets used and that's what that is used for, and it works if you have news feeds or any other components in the table, scatter plots, etc. However, if you want to really maximize the space that you have, you would turn this off, gives you a little bit more width in your sections.

[00:03:42]And you might also want to turn these section controls off as well. So, the section control is this little area here, which allows you to delete sections, and if you have wrapping off, it allows you to move sections as well with drag and drop.

[00:03:57]Like so. So in this case, I'm going to turn the wrapping on and I'm going to turn these section controls off, which gives me a little bit of height there as well, so I can add a few more rows per section. Now if you really want to maximize the space further, you can change the table density. So by default, you have this is compact. You can bump up the size if you want and you can also turn that to extra compact. Now you'll see I have a little bit of empty space here. I might want to add a few more rows there and let's say I want a view of the S&P 500 and I really just care about the one-day price change. I'm just going to move or remove, I should say, a couple of those columns. I'm going to make the ticker slightly smaller and you can see here that now I can fit the S&P 500 into a single view and even have a little bit of extra space. This is useful if you're interested in those ultra-compact views. However, you can also add an unlimited array of columns into these tables as well. So security name, for example, that's a good one.

[00:04:49]And let's look at the market cap and let's say we want to also look at the PE. So you can put any column or any metric in here. We'll optimize the space a little bit. We'll just move change the width of some of these columns. We'll rename the market cap to MC cuz I know what that means and we'll make the width a little bit smaller. We'll also push the width of the PE a little bit smaller as well. So I've still got a lot of context in here. I'm still packing a lot of information. It does mean I have to scroll a little bit, but if I'm just interested in the top 50 or so performers of the day and then the bottom 50, I can just change the sorting and see that pretty quickly. So Intuit is down almost 10% and if I toggle that to look at the best performers, Hewlett Packard is up about 22. I might also want to break this out by industry or sector or some other custom grouping.

[00:05:35]You can do that by using the grouping function that is available in watchlists today. So let's group that by sector and you can now see that I have each sector sorted by the one-day percentage change.

[00:05:45]I can also collapse these sectors as well. Industry, I should say, not sector. And you can see that the table naturally adjust itself as I'm doing so.

[00:05:53]And as I said, you're not limited to just a single compact table in a dashboard. So, if I want to give myself a little bit more space, I might want to create another compact table in here.

[00:06:03]And it has settings that are unique from the other compact table as well. So, this one will just default be compact, but let's say I want that to be ultra compact. I also want to hide those section controls so that everything is kind of level. In this case, I might want to start adding some index level context. So, here's the Nasdaq. And let's bucket these into a group. We'll go ahead and add a few more indexes in there as well, like the VIX, the S&P 500, the Russell, and the Dow Jones, if anyone still bothers to look at that index. You might also want to add some sectors in here as well. And we want to sort those by performance. So, let's go ahead and add a few sectors. So, we have energy, utilities, materials. And like magic, we've populated the rest of them as well. If you can't remember what these tickers mean, you might also want to add a name column in there as well.

[00:06:53]And just pop that next to the ticker column. You might want to also add other market level data here, such as industries or bond yields, commodity prices, foreign exchange. The world is really your oyster, and you can pack it all into this kind of really condensed view. Now, the idea for this feature came from you, the users. We had several users reaching out telling us that they wanted to build something exactly like this. In plain English, they just wanted a table where they could shove as many different tickers in it as possible.

[00:07:22]They wanted custom grouping, and they wanted a lot of flexibility. There were also various use cases. Some people wanted to just look at the one-day price change. There were others who wanted to look at kind of estimates and estimates revision and have a bit of fundamental data blinded in there. And there were some users who wanted to just create a dashboard that looked at every single pocket of the market, whether it's metals and commodities or bond yields or some of the other kind of security groupings that I mentioned earlier. We hope with this compact table that we've kind of hit a lot of those use cases and that you'll enjoy this. So that just about does it for this video. Until next time, thank you for watching. You can drop a comment in the comment section below. Our help desk is [email protected].

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[00:08:04]Until next time, thank you.