The shell around every page โ sidebar, top bar, and accounts filter โ is how you move between Dashboard, Calendar, Trades, Analytics, Notes, and Settings.
Sidebar
| Item | Opens |
|---|---|
| Dashboard | Widget grid and layouts |
| Calendar | Month performance heatmap |
| Trades | Trade log, chart, and overview |
| Analytics | Year heatmap, equity curve, and performance breakdowns |
| Notes | Your trading notebook |
| Accounts | Filter which accounts are active (dropdown) |
| Settings | Overview, accounts, preferences, appearance |
On wide screens the labels stay visible; on smaller breakpoints the rail collapses to icons.
Accounts filter
Open Accounts in the sidebar to choose which trading accounts feed the journal.
- Check the accounts you want included.
- Click Save.
- Use Add Account (or the gear) to jump into account setup / Settings.
Unselected accounts stop contributing to Dashboard, Calendar, Trades, and Analytics until you turn them back on.
Navbar controls
On the Dashboard you'll see:
- Date Range โ global period for unlocked widgets
- Layout โ switch or create named layouts
- Edit / Save โ rearrange and resize widgets (when editing)
- Widgets โ open the widget library
- Theme โ moon/sun toggle
- Account menu โ settings shortcuts and sign out
Other pages keep the theme toggle and account menu; Calendar and Trades add their own Options and actions.
Quick menu (desktop)
On XL+ desktops, a purple dot sits on the sidebar edge. Click it for shortcuts:
| Action | What it does |
|---|---|
| Hide / Show values | Masks balances, PnL, and similar numbers app-wide |
| Add trade | Opens the add-trade dialog |
| Import trades | Opens the CSV import drawer (preview / in progress where noted in-app) |
| Sync / Tags | May appear as placeholders until fully wired |