Custom Dashboards

Build personalized dashboards with drag-and-drop widgets. Your data, your way.

Custom Dashboards

Create unlimited dashboards tailored to your workflow. Drag, resize, and arrange 200+ widgets to build the view that works for you.

Creating a Dashboard

  1. Go to TradingCustom Dashboard
  2. Click Add Dashboard or use the default
  3. Name your dashboard (e.g., "Daily Review", "Monthly Analysis")

Adding Widgets

  1. Click Add Widget or the + button
  2. Browse the widget library by category:
    • Overview (equity curve, win rate, P&L)
    • Time (by hour, by day)
    • Setup (by setup type)
    • Symbol (by symbol)
    • Risk (drawdowns, R-multiple)
    • And more
  3. Select a widget to add it to your dashboard
  4. Drag to reposition, resize by dragging corners

Widget Categories

  • Overview – Equity curve, win/loss breakdown, drawdowns
  • Time of Day – P&L by hour, session performance
  • Day of Week – Performance by weekday
  • By Setup – P&L and win rate by setup
  • By Symbol – Top performers, volume
  • Hold Time – Duration analysis
  • Distribution – Histograms, payoff curves
  • Risk – Drawdowns, R-multiple, position size

Multiple Dashboards

Create different dashboards for different purposes:

  • Daily – Quick snapshot for end-of-day review
  • Monthly – Deeper analysis for monthly reviews
  • Setup Comparison – Compare setups side by side
  • Risk Focus – Drawdowns, position sizing, R-multiple

Switch between dashboards from the dashboard selector.

Default Dashboard

Set a default dashboard in ToolsSettingsPreferences. This dashboard loads when you open the app.

Tips

  • Start simple – Add a few key widgets, then expand
  • Use the grid – Widgets snap to a grid for clean layouts
  • Save often – Changes auto-save, but confirm before leaving
  • Export – Export dashboard data to CSV for external analysis