Workspace Quick Start: Build Your Own Terminal

What Workspace Is and Why It Matters

Workspace is your customizable trading terminal inside Trade Echo. Instead of navigating between separate modules, you build one dashboard from tiles - each tile is a live tool running side by side with the others. The goal is to see the data you act on most without clicking around, and to have everything in context at once when a signal fires.

When to Use Workspace

• Any time context switching costs you time or focus. If you find yourself toggling between DealerEdge, OptionFlow, and Cortex chat, a Workspace layout collapses that into one screen.
• When your workflow changes throughout the day. You can save a pre-market board with the Treemap and NewsEdge front and center, then switch to a live-trading board during the session with AlgoEdge and DealerEdge taking priority.
• When you want Cortex to read the same board you are reading. Attaching a Cortex agent to a layout is the fastest way to get analysis that is aware of your actual screen state rather than a blank slate.

Your First Workspace Board: Step by Step

1. Navigate to Workspace at /workspace in the sidebar. You will see an empty canvas on your first visit.
2. Add your first tiles. Use the tile picker to add the tools you check most. There are 11 tile types available. Start with three or four - more tiles than you can comfortably see at once will create a cluttered board, not a useful one.
3. Arrange the tiles. Drag each tile to a position that reflects how you actually trade. The tool you look at first should be in the top-left or largest panel. Secondary context tiles go to the sides or bottom.
4. Resize for emphasis. Give more screen space to the tile that drives your decisions. A day trader might make DealerEdge the largest panel. A swing trader might give that space to OptionFlow or the Treemap.
5. Save the layout. Name it something specific, like "Pre-Market Scan" or "Live Trading - 0DTE". You can build as many layouts as you want and switch between them instantly.
6. Build a second layout for a different part of your day. Having a pre-market board and a live-trading board is a common starting point - different phases of the day need different information front and center.

The 11 Tile Types

Every tile you add is a live instance of a Trade Echo tool: DealerEdge, OptionFlow, AlgoEdge, Cortex chat, Watchlist, NewsEdge, Dark Pool, Snapshot, Market Treemap, AlgoEdge channels, and BT Cloud. Each one updates in real time using the same data as the standalone module.

What You Will See: Reading a Live Board

When you open a saved layout, every tile loads its live data immediately. You do not have to refresh or initialize anything - a DealerEdge tile shows the current GEX structure, an OptionFlow tile shows the current flow, and an AlgoEdge tile shows the current alert channels. The layout is your starting point for the session, not a static snapshot.

When a signal fires in one tile, you should be able to cross-reference it without moving your eyes far. That proximity is the point of the layout - you see confirmation or contradiction from a neighboring tile in seconds, not after a round-trip through three separate pages.

Save, Load, and Share

Saved layouts persist across sessions. Come back tomorrow and your board is exactly as you left it. To switch layouts, use the layout picker at the top of the page - a one-click switch, no rebuilding required.

You can share any layout with a share-link. Anyone with the link loads your exact board - the same tiles, the same arrangement, the same sizing. Sharing is link-based and private to whoever you send it to. There is no public marketplace where layouts are listed or discovered.

Attaching a Cortex Agent to a Layout

This is the highest-leverage feature in Workspace. When you attach a Cortex agent to a layout through the layout switcher, the embedded Cortex chat tile becomes aware of the other tiles on your board. Ask the agent a question and it reads the current state of your DealerEdge tile, your OptionFlow tile, and your Dark Pool tile before answering - not a generic data pull, but the specific context you are actually looking at.

Responses that draw on tile context show a green "via Workspace" attribution pill in the chat, so you always know when the agent answered from your board versus from a general query. You toggle which tiles feed context to the agent using the Context controls in the layout header - you might want DealerEdge and OptionFlow context on for a pre-market board, and Dark Pool added for a live-trading board.

For Example

Suppose you have a live-trading layout with DealerEdge, OptionFlow, and Dark Pool tiles arranged across the top, and an embedded Cortex tile along the bottom. AlgoEdge fires a Large Trades alert on MSFT. Without leaving the board, you look left at DealerEdge and see MSFT is sitting just above the flip level in a positive gamma regime. You glance at the Dark Pool tile and spot a large cluster at a level 0.5% below spot. You type into Cortex: "Is the current MSFT flow aligned with what DealerEdge and Dark Pool show?" and Cortex reads all three tiles and tells you the call sweep is pointed in the right direction but the dark pool cluster just below spot suggests a speed bump before the move continues. You size in conservatively. That is the workflow Workspace is built for.

Layout Ideas to Get Started

Pre-market scan board: Market Treemap (large panel), NewsEdge, Snapshot, and a Cortex tile for morning prep questions.

0DTE live-trading board: DealerEdge (large panel), AlgoEdge, OptionFlow, and embedded Cortex agent with all three tiles feeding context.

Swing trader board: OptionFlow (large panel), Dark Pool, NewsEdge, and Watchlist.

End-of-day review board: Cortex chat (large panel), Snapshot, and a smaller DealerEdge tile for GEX recap. Use Market Recap preset for the session digest.

Common Mistakes

• Adding too many tiles at once: A crowded board is harder to read than the individual modules. Start with three or four tiles, learn the layout, then add more as you identify specific gaps.
• Using one layout for everything: A pre-market scan board and a live-trading board serve different purposes. Trying to cover both in one layout usually means neither is optimized. Save separate boards for distinct parts of your day.
• Attaching a Cortex agent but not toggling tile context: The agent is only as useful as the context you give it. Open the Context controls and confirm the tiles you care about are toggled on. Otherwise the agent answers from general data, not your board state.
• Sharing a layout and expecting the recipient to see your live data: A share-link copies the layout structure - tile arrangement, tile types, and saved settings. The recipient sees live data in their own session, not your data. It is your terminal design, not a shared data feed.

Where to Go Next

The Market Treemap article explains how to use the treemap tile for pre-market sector analysis, spotting rotation, and confirming signals from other modules - a natural companion for any scan-focused layout. Once you are using Workspace regularly, the Cortex Quick Start explains how to get the most out of the attached agent, including preset selection, agent building with Composer, and the Approvals queue.