The Dashboard is your command center: metrics and charts arranged on a grid you control.
Overview
Each box is a widget โ PnL over time, hit rate, volume, duration, and so on. Widgets read from your filtered trade history and refresh when the time range changes.
Toolbar highlights:
| Control | Role |
|---|---|
| Date Range | Global period for unlocked widgets |
| Layout | Switch or create saved layouts |
| Edit / Save | Drag, resize, remove widgets |
| Widgets | Open the widget library |
Empty dashboard
New layouts start empty. Add widgets from the library to get started.
Widget library
Open Widgets to browse available cards. Sections include Analytics & Charts, Metrics & Stats, and Behavioral.
Some charts support variants (for example Drawdown as Line or Bar):
Analytics & Charts
| Widget | What it shows |
|---|---|
| PnL | Profit and loss over time |
| Drawdown | Peak-to-trough equity declines |
| Hit Rate | Win percentage |
| Trades per Period | Activity over time |
| Duration | How long you hold trades |
| Fees | Total fees for the period, with daily fees over time |
| Max Losses | Largest losses over time |
| Max Gains | Best trades over time |
Metrics & Stats
| Widget | What it shows |
|---|---|
| Trade Count | Closed trades in the period |
| Volume | Aggregate traded volume |
| Balances | Account balance overview |
| Avg Win/Loss | Average win vs loss |
Click + to add a widget; items already on the layout show Added.
Edit layout
Enter edit mode to rearrange the grid. Widgets show remove controls; drag headers and edges to move and resize, then Save.
Walk through it below: Edit layout, rearrange widgets, then Save.
Switch or create layouts
- Click Layout.
- Pick an existing layout (for example Demo), or Create New.
- Name the layout when prompted.
Useful pattern: one layout for daily review, another for monthly recap.
Time ranges
Global date range
Use Date Range for presets (last 30 days, this month, all time, โฆ) or pick custom dates on the calendars.
Per-widget chips
Many chart widgets also have 1D / 1W / 1M / 1Y chips and a sync-to-calendar control in the header.
Lock widget
Open a widget's settings (gear). Lock widget keeps that card on its own range when the global picker changes.
Light mode
Theme follows the moon/sun toggle. The same widgets work in light appearance:
Example widget
Privacy
Use Hide values from the quick menu when screen-sharing so balances and PnL stay masked.