Use the command palette

Jump to pages and actions quickly with ⌘K or Ctrl+K.

Last reviewed 2026-07-14

The command palette is a quick jump menu for navigation and a few app actions. Use it instead of hunting through the sidebar.

Sidebar Search opens this palette. Add Investment is a different sidebar item — it opens Investment Explorer.

Open the palette

  • Press ⌘K (Mac) or Ctrl+K (Windows / Linux), or
  • Click Search in the sidebar (the shortcut is shown there)

Start typing to filter results.

What you can do

GroupExamples
RecentLast few places you jumped to from the palette
NavigateWealth Dashboard, Investment Explorer, Notifications, Files, Profile
InvestmentsDashboards for enabled types you already track (Bank Account, Stocks, Mutual Funds, Fixed Deposit)
ActionsSwitch Theme, Toggle Sidebar (⌘B / Ctrl+B)

Typical flow

Open

Press ⌘K / Ctrl+K.

Type a page name (for example Explorer or Files).

Select

Press Enter or click the row to go there.

Related: Investment Explorer, Profile and preferences.

PreviousManage workspace membersInvite people to a workspace, change roles, revoke invites, and remove members.NextConfigure notification preferencesChoose which alerts you get in-app and by email from your Profile settings.