Finding Your Way Around CleaRank
CleaRank is organized into three sections that share one top bar: My Portfolio, Trade and Tools. This page explains what belongs in each section, how search decides what to show you, and which keys and menus get you around without hunting.
Three sections, one top bar
Every screen in CleaRank belongs to one of three sections. The split follows the kind of money a number describes, which is the first thing to know when you read one.
- My Portfolio is your real money: the holdings you import from a broker file, sync from a broker, or type in by hand, valued on market prices. Its pages are Holdings, Transactions, Analysis, Dividends, Returns and Updates, plus Check a portfolio, which runs five checks on any portfolio you type in. My Portfolio explains how its figures are calculated.
- Trade is practice and review. It holds the Trading Simulator, the Trade Journal and Plan replay, which tests a trade plan on an asset’s own price history. Simulator balances are virtual practice money.
- Tools is the library: the calculators, the portfolio tools, the research tools and the broker tools. You can pin the tools you use to your library, and the ones you opened recently stay within reach.
The CleaRank logo at the left of the top bar always returns to My Portfolio, which is also the screen that opens after you sign in. There is no sidebar. Each section opens on its main page, and the pages inside it are reached from there or straight from search.
How search works
The search box in the top bar is labeled Search tools and tickers. Click it, or press Cmd+K on a Mac, Ctrl+K on Windows and Linux, or / on any keyboard.
It looks in two places at once:
- Tools and pages. Each tool and page is matched on its name and on a short list of related words. That is why typing backtest finds Plan replay and invoice finds Billing. If nothing matches, a plainer word such as risk, backtest or broker usually does.
- Markets. Tickers and company names are matched against the markets CleaRank covers, so AAPL and Apple both find Apple. Choosing a result opens a short summary with the asset’s CleaRank score, a 0 to 100 grade from the checks clearank.com runs on it every day, its key stats, and buttons to add it to a portfolio, trade it in the simulator or size a position.
With nothing typed, the box lists the tools you used most recently.
Keys that work anywhere
Press ? at any time to see the full list. These keys work on every page:
- Cmd+K or Ctrl+K opens Search tools and tickers.
- / also opens search.
- ? shows the keyboard shortcut list.
- Esc closes a dialog, a menu or a panel.
To jump to a page, press G and then a letter within about a second and a half: P My Portfolio, A Analysis, D Dividends, R Returns, U Updates, N Notifications, S Trading Simulator, J Trade Journal, L Plan replay and O Tools. Signed out, G then P opens the demo portfolio.
Keys are ignored while you are typing in a field or while a dialog is open, so typing a ticker never sets off a shortcut. The simulator has its own trading keys; they and the rules for when they fire are in Keyboard Shortcuts and Quick Search.
The account menu, the bell and the theme button
The right end of the top bar holds three controls:
- The theme button switches between the dark and light themes. Settings has a third choice, System, which follows your device.
- The bell opens your notifications. See Notifications and Streaks.
- Your avatar opens the account menu: Settings, Billing, Notifications, the Setup guide, Replay Onboarding Tour, Help and support, Change avatar and Sign out.
On a phone
On a narrow screen the sections move to a tab bar along the bottom of the screen: Portfolio, Trade, Tools and Search. The Search tab opens the same box that Cmd+K opens on a computer.
Without an account
The demo portfolio shows a full sample portfolio on real prices, inside the same layout. Signed out, the right end of the top bar shows Sign in and Sign up free instead of the account menu, and actions that need an account, such as adding an asset to a portfolio, ask you to sign up first.
Frequently asked questions
Where did the sidebar go?
CleaRank no longer has a sidebar. Everything sits in three sections in the top bar, My Portfolio, Trade and Tools, and search reaches any tool or page by name.
Is there a home screen?
Signing in opens My Portfolio, and the CleaRank logo always brings you back to it. The earlier home screen with stat cards and widgets is not part of the current layout; Dashboard Overview lists where each of those numbers lives now.
Does search find stocks and crypto?
Yes. Type a ticker or a company name. Results come from the markets CleaRank covers, and choosing one shows its CleaRank score and key stats.
Why did a shortcut do nothing?
Shortcuts are ignored while the cursor is in a text field or a dialog is open. Click an empty part of the page and try again. On the simulator, ? opens the list of simulator trading keys rather than the general list.
See the layout for yourself
The demo portfolio uses the same top bar, search and sections as a signed-in account.
Related articles
CleaRank tools are for education and analysis. Nothing in this guide is financial advice.