Now set the template options in the "Dashboard properties" dialogue window, for example "Funds" as the security category codes.
Then click the "Update" button to confirm your settings. This opens the new (empty) dashboard.
Open the Widget Gallery and place the "Full Quote" and "Risk & Performance" widgets on the dashboard.
Assign both widgets to the same group.
Click the "Save" button to save the dashboard template.
Open another dashboard or the Screener and select "Open as dashboard" from the widget menu. The selected fund opens in the previously created dashboard template:
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