BENZINGA Pro
PAGE 01GUIDEBOOK
GUIDEBOOK The Only Trading Dashboard You’ll Ever Need 2025
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PAGE 02Introduction
BENZINGA Pro
Introduction Since 2011, Benzinga has been trying to raise the tide for the retail investor Benzinga Pro is our flagship newswire platform with real-time market news and research designed for active traders and investors. It offers a powerful suite of tools, including live audio squawk, breaking news headlines, real-time alerts, advanced stock screeners, and detailed financial data. With its intuitive interface and customizable features, Benzinga Pro helps users stay ahead of market-moving events, spot trading opportunities, and make informed decisions quickly. This guide intends to provide an overview of how to use the different tools in Benzinga Pro, as well as inspire the end user to create their own custom workspace! Whether you’re a day trader, swing trader, or long-term investor, Benzinga Pro provides the actionable insights needed to navigate the markets with confidence.
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PAGE 03Accessing Benzinga Pro
BENZINGA Pro
Accessing Benzinga Pro Logging In Benzinga Pro is web-based, so there is no application to download. YOU CAN LOG IN BY NAVIGATING TO pro.benzinga.com 🔗 You will need a username and password to log in. If you have created a Benzinga account already, these are the credentials you need to enter. Once you navigate to pro.benzinga.com, you should see a window that looks like this: Click the blue Login bar at the top of the screen, and you will be prompted to enter your account credentials.
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PAGE 04Navigating within Benzinga Pro
BENZINGA Pro
Navigating within Benzinga Pro Once you have logged in, you should see the Benzinga Pro Welcome Page This page has lots of helpful content for beginners, including a video based guide for how to use the platform. There are several icons in the upper left corner and upper right corner of this welcome page: The BZ Logo allows you to hide or display the side menu, which contains buttons to the different tools in Pro.
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BENZINGA Pro
Squawk Icon App Drawer Icon Allows you to add any tools from the menu to the current NOTE: If you add a tool while on the Welcome Page, it will create a new workspace with that tool added. Navigation Next, you will see a Welcome Page tab at the top. This is the welcome screen you are shown when trying to log in. Home Icon Takes you back to the Home workspace, which contains Gainers, Losers, three stocks that are moving today on a specific news catalyst, the Watchlist tool, and a pre-programmed “Top News” feed. Gives you access to the squawk channels no matter what workspace you have in focus. The Squawk tool is on or off, and will not be added as a tool to the workspace.
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BENZINGA Pro
Next, you will see a + icon Which allows you to create a new workspace. Any new workspaces you add will be tabbed across the top of the page, in line with the Welcome Page. You have no limit to how many workspaces you can build, and should you create more than can be displayed at one time, you will be able to scroll the tabbed workspaces by either: 1. Hovering your mouse at the left or right end of the tabs section. 2. Using your mouse wheel to scroll the workspace tabs. Navigation You may also see a down carrot icon That will list all your workspaces in a dropdown menu similar to the app drawer. On the right-hand side, there are four more icons. The first is a keyboard icon That will open a hotkey reference. These hotkeys are hard-coded and cannot be customized. The bell icon Is a shortcut to the Notification Center This pane stores and filters all your alerts.
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BENZINGA Pro
The chat icon Opens the chat window. This gives you access to different rooms that are included in your Benzinga Pro subscription. Mousing over this icon allows you to pop out the chat, or dock it to the left or right side. Navigation The final icon is for the settings menu And looks like a person This opens a drop-down with several choices ranging from Account, Settings, Morning Update, and more! Each tool has an X In the upper right corner, which will close that tool. Any settings or adjustments made will be lost when the tool is closed. Each tool also has a 3-dot button That gives access to ‘Flight Mode’ - which collapses some of the tool to save on screen real estate. This menu also contains the linking function, which allows you to manually link one tool to another or a group of linked tools. There is a shortcut to tool-specific settings, tips, and the ability to pop that tool out on its own.
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PAGE 08Tickers appear red, green, or white
BENZINGA Pro
Navigation Tickers appear red, green, or white throughout the platform. Mousing over the ticker produces a hover-over menu with some at-a-glance information, as well as the ability to quickly add a note. Red means that the stock is down from yesterday’s close Green means it is up from yesterday’s close White means it is unchanged
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PAGE 09Building a new workspace
BENZINGA Pro
Building a new workspace At the top of the screen along the workspace tabs to create a new workspace. Click the + button This screen has two basic options. You can either select a ‘Recommended Workspace’ or a preset workspace which has a combination of tools in it, or you can build your own workspace by selecting the individual tools. Building your workspace is easy! Simply enter a name for this workspace, then select the tools you wish to use within this workspace. The order in which you click these tools will determine the order in which these tools are added to the workspace. Once you have selected the proper tools, click the blue create workspace button at the bottom. PRO TIP: If you need more than 1 instance of a specific tool, like Newsfeed, you can add them to the workspace after you create it. Start with Newsfeed checked, and then use the app drawer icon to add a second newsfeed. Workspace
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PAGE 10Layout
BENZINGA Pro
Layout To do this, click the menu in the upper right corner and then select Layouts from the dropdown. Your collection of workspaces makes up your Layout, and you are not limited to how many different workspaces you can have within a given layout. The platform will automatically save changes to your browser’s local storage when it detects changes made to a workspace or Layout, but you are encouraged to save your layout manually. This screen has two sections: Saved and Recent. Saved holds all of the manual saved layouts you have created. Recent holds the most recent autosaved layouts. You can also delete and load both Saved and Recent layouts as needed. If you wish to update a saved layout, first make sure you load the proper layout. Once you have made changes, click the ‘Update’ button that corresponds to that layout. This will prompt you to click “Are you sure” you want to overwrite the saved layout. When saving your first layout, find the line in the ‘Recent’ section that has a blue ‘Current’ banner next to it. This banner denotes the layout you are currently using. Click the corresponding ‘Save’ button. This will add a record in the ‘Saved’ section above. Layout
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PAGE 11Tools - Squawk
BENZINGA Pro
Tools - Squawk This is not like a radio where you can expect to hear something at all times. You will only hear content when news is being read. The Squawk tool is an all-or-nothing audio feed that reads breaking news as it takes place. There is no ability to filter this tool, you simply turn it on and hear news as it happens. The Squawk icon in the upper left corner gives access to the Squawk menu no matter what workspace you have open. The carrot icon above the volume number allows you to prioritize multiple squawk channels if applicable. Multiple channels can be turned on at once. The blue play button turns the squawk on or off, the mute button mutes and unmutes it, and the volume sliders allows you to precisely control how loud the Squawk is. Tools - Squawk
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PAGE 12Tools - Newsfeed
BENZINGA Pro
Tools - Newsfeed The newsfeed is the heart and soul of Benzinga Pro. It is real-time and customizable, and allows the users to drill down to exactly what they want to find. Users can also add more than 1 newsfeed and configure them differently. The search bar in the newsfeed is extremely powerful. It allows the user to filter for: As an example, an easy way of getting just the big news of the day is to filter a newsfeed by ticker SPY: Stocks Keywords Boolean expressions Linking Watchlists Scanner configurations Verticals (Ex: Airlines, Tech, AI, Drone) Tools - Newsfeed
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BENZINGA Pro
You can also control the different news sources that appear in each individual newsfeed, and you control what category of news appears in the feed. To do this, click the Sources button in the top left corner of the newsfeed Clicking the box of the parent selects all of the subsequent options, while clicking the text of the source allows you to select individual options. Here is an example of a keyword expression built using the search bar: Checking the different boxes turns those sources on, thus adding that news to the feed. Additionally, some ‘parent’ sources like Press Releases contain ‘child’ sources like the individual press release wires. Furthermore, you can click the check box to OMIT this category from the newsfeed. This is represented by a red box with an X in it rather than a white box with a check mark in it. The color slider on the far right side allows you to color-code different sources or categories (sub-group of Benzinga Wire source) of news so they can be easily distinguished within a newsfeed. Tools - Newsfeed
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BENZINGA Pro
Clicking the keyword gives the user the option of selecting the search mode In this example, the expression is searching for any news results that contain the word Phase 1 in either the title or the body of the news post AND either approval or approved in the title only of the news post. You can also filter the newsfeed by any available filter in the Scanner tool (such as Price, Market Cap, Float) by clicking the ‘Scanner’ button at the top of the newsfeed Here is an example of filtering the newsfeed to only show news about stocks that are between 0 and 50 dollars, AND have a float of less than 30 million. It’s worth noting that you can use the slider or custom value entry field by clicking on the corresponding button on the right, and you can also abbreviate larger numbers using K, M, B, or T. Tools - Newsfeed PRO TIP: A post that displays a ticker and a +(number) next to it means that the newspost applies to the ticker shown PLUS the other tickers listed when the user hovers over it. PRO TIP: The right margin of each news post will identify which source this piece of news came from. PRO TIP: You can jump to any date and time by using the Date button at the top of the newsfeed.
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PAGE 15Tools - Details
BENZINGA Pro
Tools - Details Details is the most informative tool within Benzinga Pro. It often contains data and information from every other tool that is specific to the stock in focus. When you click on tickers from another tool, it will open a Details tool with that ticker in focus if you don’t have a Details tool already. If you already have a Details tool, it will simply put that ticker in focus. You can change the ticker in focus by using the search bar at the top (blue arrow). During the regular session, only the real-time price is displayed. During the pre-market or the after-hours session, two prices are displayed. The first price will be the real-time price of the current extended or pre-market session. The second price shows the most recent closing price. The default tab is the Overview tab. This provides an at-a-glance chart as well as other data and information about that stock. The at-a-glance chart cannot have drawings or indicators added to it. To do advanced charting, click on the Chart subtab (red arrow) to bring up a Trading View chart. Tools - Details
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BENZINGA Pro
The subtabs have all kinds of information filtered for the specific stock. You should become familiar with all of them. Scrolling down the overview tab shows more content like “Bulls Say” and “Bears Say” as well as a company description and a link to the company’s website. You can also add price alerts, notes, or add that stock to a watchlist using the blue buttons in the upper right (green arrow). Tools - Details
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PAGE 17Tools - Market Events
BENZINGA Pro
Tools - Market Events The Market Events tool is not a traditional calendar. It contains 15 different calendars with specific information. These range from Earnings and Analyst Ratings to Squawk transcriptions and Unusual Option Activity. Each calendar has specific columns and filters that can be applied. It is laid out in a grid format and behaves like a spreadsheet. Right-clicking gives a contextual menu that allows things like copying, autosizing, and exporting to CSV or Excel format. Tools - Market Events
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PAGE 18Tools - Watchlist
BENZINGA Pro
Tools - Watchlist The watchlist tool is used to create or edit watchlists. Red Arrow You can remove tickers from this watchlist by right-clicking the ticker or range of tickers. This, and any other watchlist you create, can now be used as active filters elsewhere in the platform. This can very quickly help you drill down to stocks you care about. You can also set up alerts for these watch lists Yellow Arrow You can also link your brokerage portfolio and create a watchlist out of your active positions, stocks only. Green Arrow You can import watchlists stored as a file on your computer Blue Arrow You can cycle through your various watchlists using the drop-down Each column can be sorted: Red column header indicates sort from lowest to highest Green column header indicates sort from highest to lowest Blue column header indicates sort by absolute value highest to lowest No color indicates no sort Tools - Watchlist
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PAGE 19Tools - Movers
BENZINGA Pro
Tools - Movers Movers is a lightweight scanner designed to help you find stocks that are moving very quickly. You can also filter for Market Cap, Volume, Float, and Price by using either the slider or entering a custom value. You can break these stocks down by: Instead of full scanning capability, the user is offered several frequently used filters as well as session and period delineation. The Movers tool only updates once per minute with the most recent stock price. Movers only displays the top 100 stocks based on % change from the filters you selected. Movers is best paired with a Details tool, or simply select the preset “What’s Moving Scanner.” If you require faster refresh rates or more filters, please use the Scanner tool. The selections made in the blue filter section of the tool will dictate the result shown in the lower portion. Gainers or losers Premarket session, Regular session, or After Hours session Period of the selected session Sectors Tools - Movers
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PAGE 20Tools - Signals
BENZINGA Pro
Tools - Signals The signals tool is the output of our proprietary algorithms that flag market transactions. We call these signals. Signals are price or volume-related events in stocks. New signals are added in real-time, triggering any notifications that have been set. Detailed information on each specific signal can be found in the ‘Help’ tab on the platform. Limited filters are available in the filters menu. Users can also use the different filtering methods via the search bar. The notifications tab allows users to set notifications for the signals selected. Signals can be saved as a config by clicking the config area in the upper left. Tools - Signals
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PAGE 21Tools - Scanner
BENZINGA Pro
Tools - Scanner This is the full-blown, real-time scanner. Saved scans can then be used as filters in other tools by using the ‘Scanner’ sub-tab in the Search bar. Filters can be applied in various ways like sliders, custom entries, or dropdowns. These filters have their corresponding columns added to the results list. Users can also add columns of data to the results list without applying any filters to make custom data tables that update in real time. These can then be filtered by any of the filters within Scanner. Red Arrow Refresh rate of this tool can be set by using the drop-down Purple Arrow Tool can be paused from updating by clicking the Pause button Orange Arrow Scans can be saved as a config by clicking the config area in the upper left Green Arrow Users can adjust how many results they see, the source of the data, either stocks or crypto, or set notification options by clicking the gear cog in the upper right Blue Arrow Blue filter section of this tool has its own search bar to filter for a specific filter name Tools - Scanner
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PAGE 22Tools - Chart
BENZINGA Pro
Tools - Chart This tool is the Trading View chart, found in the Chart tab of Details, on its own. It has no additional functionality like Details and allows the user to make the most of their screen real estate by stripping away the header. Here is an example of using multiple instances of the Chart tool to show different time frames of the same stocks selected from the scanner results. This tool is most effective when combined with another tool and then manually linked. Tools - Chart
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PAGE 23Tools - Graph
BENZINGA Pro
Tools - Graph The Graph tool allows the user to build custom visualizations from Heatmaps of the overall market or a specific watchlist, to a Sankey or Waterfall graph for a company’s financials. Here is an example of three heatmaps, one for the SPY, QQQ and DIA, used to create a ‘Market Overview’. Here is an example of three instances of the tool added to a Details tool to create a Financial Statements overview. The chart type dictates what other fields are available. After a graph has been set up, this tool can be resized and linked to other tools as part of a larger workspace. Tools - Graph
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PAGE 24Tools - Benzinga AI
BENZINGA Pro
Tools - Benzinga AI Benzinga AI is a ChatGPT-like tool focused on answering questions about stocks, markets, and finance. Users can prompt this to help with research, explain concepts, or observe trends and patterns. Tools - Benzinga AI
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PAGE 25Tools - Chat
BENZINGA Pro
Tools - Chat The Chat tool allows the user to add the Chat to any workspace as a tool, instead of the traditional left and right docking afforded by the Chat icon Here is an example of how using the Chat tool in a workspace allows users to see multiple chat rooms at once. The content is exactly the same, no matter how it is selected. Tools - Chat
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PAGE 26Tools - Research
BENZINGA Pro
Tools - Research The Research tool allows users to add a Research subscription to a Benzinga Pro workspace. You must be subscribed to a research service(s) to make use of this tool. Research subscriptions do not come with Benzinga Pro. NOTE: Tools - Research
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PAGE 27Morning Update
BENZINGA Pro
Morning Update The Benzinga Morning Update includes a glance at: Economic Data, Pre-Market Indices, Company Events, Upcoming IPOs, Top Earnings, Analyst Initiations, Upgrades,and Downgrades. It will look like this: To access this content, click the profile icon in the upper right You can click on the gear cog at the top of the morning update and toggle this page to load every day. You can also add all the tickers in any bucket to an existing watchlist by clicking the watchlist button. Morning Update
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PAGE 28pro.benzinga.com
Final Notes Benzinga Pro is a premier research tool for uncovering stock ideas and information. There is no one correct way to use it. Additionally, do not feel as if you NEED to use every function. This platform was built from customer feedback. Start with what you need and add to it from there. DO NOT EXPECT TO LEARN EVERYTHING ON DAY ONE. This is a process of refinement. Any tools not covered in this guide are either third-party add-ons or tools not been completely developed. If you have an idea of something we should add or something we can do better, please suggest it! You can select ‘Feedback’ from the menu in the upper right. pro.benzinga.com🔗
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