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Get StartedLast updated Aug 4, 2026

How to navigate the Vantafin app

Learn the Vantafin layout: the sidebar, global search, Markets Hub, company profiles, and how every tool links together.

How to navigate the Vantafin app - Navigation (Vantafin Help Center)
Vantafin Team

On this page

  • The sidebar: your main navigation
  • Global search: jump to any company
  • The Markets Hub
  • How the tools connect
  • Keyboard and quality-of-life tips
  • Next steps

The Vantafin app is organized around a left sidebar for tools and a global search box for jumping to any company. Once you know those two things, everything else is a click away. This guide gives you a map of the interface so you can move quickly.

The sidebar: your main navigation

The sidebar is the fastest way to reach each tool:

  • Markets Hub - indices, most-active stocks, gainers and losers, and market news.
  • AI Chat - ask questions grounded in Vantafin data.
  • Screener - filter stocks and ETFs by dozens of metrics.
  • Calendar - earnings, dividends, splits, and IPOs.
  • Watchlists - track your tickers with live quotes.
  • Alerts - price, filing, and news notifications.
  • Files - your private research drive.
  • Docs - developer API reference.
  • Settings - account, billing, and API keys.

Global search: jump to any company

Markets Hub

Start from the hub, then open a mover

The Markets Hub is your default landing page. Click a most-active name like NVDA to open its full company profile.

Open Markets Hub→NVDA profile

Use the search box to jump straight to a company profile. You can search by:

  • Ticker (for example, AAPL)
  • Company name (for example, Apple)
  • Identifiers like CIK, ISIN, or CUSIP

Selecting a result opens that company's profile at /app/{TICKER}, such as /app/MSFT.

The Markets Hub

The Markets Hub is your default landing page. It surfaces:

Try it

Jump between screener, calendar, and chat

Use the sidebar to filter ideas in the screener, check upcoming earnings on the calendar, then ask AI Chat about a result.

Open screener→Open calendar
  • Major index levels and daily moves
  • Most-active tickers and the day's top gainers and losers
  • A stream of market news

Click any ticker to open its profile, or any headline to read the story.

How the tools connect

Vantafin is designed so research flows between tools without dead ends. A few examples:

  • From a company profile, add the ticker to a watchlist or set an alert.
  • From the screener, open any result's profile in one click.
  • In AI Chat, attach a ticker, watchlist, SEC filing, or your own uploaded file as context.

Company profile

Search a ticker and follow the research path

Type MSFT in global search to open the profile, then add it to a watchlist or set a price alert from the same page.

MSFT overview→Alerts

Keyboard and quality-of-life tips

  • Start typing anywhere on the Chat page to focus the composer and begin a message.
  • Use breadcrumbs at the top of profile and help pages to move back up a level.
  • Switch between light and dark themes in Settings.

Next steps

  • Open your first company profile
  • Build your first stock screen
  • Create a watchlist

Frequently asked questions

Important Disclaimer

This article is for informational and educational purposes only and does not constitute investment advice, financial advice, trading advice, tax advice, legal advice, or any other form of professional advice. DTS Analytics LLC (operating as Vantafin) is not a registered investment adviser, broker-dealer, or fiduciary. Market data, figures, and other information on Vantafin may be delayed, incomplete, or incorrect and are provided without warranty. Nothing herein should be construed as a solicitation, recommendation, endorsement, or offer to buy, sell, hold, or trade any security or other financial instrument. Past performance is not indicative of future results. You should independently verify all information and consult a qualified and licensed financial professional before making any investment or financial decision. You are solely responsible for your own investment, trading, and financial decisions, and DTS Analytics LLC is not liable for any losses arising from your use of or reliance on this content.

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Vantafin provides market data and research tools for informational purposes only and does not constitute investment advice. Data may be delayed, incomplete, or incorrect. You are solely responsible for your investment decisions. See our Terms of Service.