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Using Hyerlo

App chrome

Sidebar navigation, accounts filter, navbar controls, and the desktop quick menu.

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.

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.

  1. Check the accounts you want included.
  2. Click Save.
  3. 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.

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