Navigating the Platform

Your Dashboard at a Glance

Once you log in, your dashboard is the central hub for everything on The Stocks Room. It is designed to keep your learning organized and your progress visible at all times. Here is a breakdown of the key areas you will interact with daily.

The Sidebar Navigation

On the left side of your screen, you will find the main sidebar. This is your primary navigation tool and includes links to:

  • Dashboard: Your home screen with progress overview and quick actions
  • Courses: Access all modules, video lessons, and quizzes
  • Paper Trading: Launch the simulated trading environment
  • Trading Challenge: View challenge details, rules, and your eligibility status
  • Profile & Settings: Update your account info, billing, and preferences

On mobile devices, the sidebar collapses into a hamburger menu for easy access without taking up screen space.

Progress Tracker

At the top of your dashboard, you will see a visual progress bar showing how far you have come in the program. This tracker updates in real time as you complete lessons, pass quizzes, and log paper trading sessions. It is a great motivator to keep you moving forward.

Quick Actions

Below the progress tracker, you will find quick action cards that link you to your next lesson, any incomplete quizzes, and your paper trading simulator. These cards adapt based on where you are in the program, so you always know exactly what to do next.

Notifications & Updates

The notification bell in the top right corner keeps you informed about platform updates, new lessons, community announcements, and important milestones. We recommend keeping notifications enabled so you never miss a key update about the Trading Challenge or new content releases.

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Further reading: U.S. SEC — Investing Basics (investor.gov).