Personalise your experience for optimal performance.
Trade Analytics
Learn how to tailor your dashboard to suit your trading style and needs.
Table of Contents
Dashboard templates
How do I create a Dashboard template?
1. Select the "Templates" dropdown in the Dashboard.
2. Choose "New Template" to create a custom layout.
3. Drag and drop widgets onto the dashboard.
4. Click "Done" to save your Template or "Cancel" to undo changes.
2. Choose "New Template" to create a custom layout.
3. Drag and drop widgets onto the dashboard.
4. Click "Done" to save your Template or "Cancel" to undo changes.
How do I edit a Dashboard template?
1. Click the pencil icon next to the template you want to edit.
2. Select the "Add" button or Widget sidebar to browse widgets.
3. Drag and drop widgets onto the dashboard.
4. Click "Done" to save your edits or "Cancel" to undo changes.
2. Select the "Add" button or Widget sidebar to browse widgets.
3. Drag and drop widgets onto the dashboard.
4. Click "Done" to save your edits or "Cancel" to undo changes.
How do I delete a Dashboard template?
1. Click the pencil icon next to the template you want to delete.
2. Click the trash icon button.
3. Select the "Delete" to confirm or "Cancel" to undo changes.
2. Click the trash icon button.
3. Select the "Delete" to confirm or "Cancel" to undo changes.
How do I switch to a different Dashboard template?
1. Click the gear icon next to the template name.
2. Choose a template from the dropdown list.
3. The new template will be applied automatically.
2. Choose a template from the dropdown list.
3. The new template will be applied automatically.
Dashboard Widgets
How do I add Widgets to the Dashboard?
1. Click the pencil icon to enter edit mode.
2. Select the "Add" button or Widget sidebar to browse widgets.
3. Drag and drop widgets into the dashboard.
4. Click "Done" to save your edits or "Cancel" to undo changes.
2. Select the "Add" button or Widget sidebar to browse widgets.
3. Drag and drop widgets into the dashboard.
4. Click "Done" to save your edits or "Cancel" to undo changes.
How do I resize Widgets on the dashboard?
1. Click the pencil icon to enter edit mode.
2. Hover over the right edge of the widget and drag to resize.
3. Release to save the new dimensions.
4. Click "Done" to save your edits or "Cancel" to undo changes.
Note: Some Widgets expand to display more detailed statistics.
2. Hover over the right edge of the widget and drag to resize.
3. Release to save the new dimensions.
4. Click "Done" to save your edits or "Cancel" to undo changes.
Note: Some Widgets expand to display more detailed statistics.
How do I remove Widgets from the Dashboard?
1. Click the pencil icon to enter edit mode.
2. Select the "X" button on the Widget you want to remove.
3. Click "Done" to save your edits or "Cancel" to undo changes.
2. Select the "X" button on the Widget you want to remove.
3. Click "Done" to save your edits or "Cancel" to undo changes.
Dashboard Filtering
How do I apply filters to my trading data?
1. Click the filter icon on the Dashboard or Journal.
2. Select to filter by "Trade Filter" or "Journal Filters".
2. Click on the filters to apply.
3. Click "Apply" to confirm filters.
Note: All filters added will apply to both the Dashboard and Journal.
2. Select to filter by "Trade Filter" or "Journal Filters".
2. Click on the filters to apply.
3. Click "Apply" to confirm filters.
Note: All filters added will apply to both the Dashboard and Journal.
How do I filter by Journal tags in my Dashboard statistics?
1. Click the filter icon in the Dashboard or Journal .
2. Select the "Journal" filter(s) you want to apply
3. Click "Apply" to confirm filters.
Note: All filters added will apply to both the Dashboard and Journal.
2. Select the "Journal" filter(s) you want to apply
3. Click "Apply" to confirm filters.
Note: All filters added will apply to both the Dashboard and Journal.
How do I remove filters applied to my Dashboard statistics?
1. Click the filter icon on the Dashboard.
2. Deselect the filters you don't want or select the "Clear Filters" buttton.
3. Alternatively, press the cross next to the trade filter to remove.
Note: When filters are removed, the changes apply to both the Dashboard and Journal.
2. Deselect the filters you don't want or select the "Clear Filters" buttton.
3. Alternatively, press the cross next to the trade filter to remove.
Note: When filters are removed, the changes apply to both the Dashboard and Journal.
How can I filter data by specific time ranges?
1. Click the calendar icon in either the Dashboard or Journal to apply filters to that page.
2. Select a preset date range or choose a custom range using the calendar(s).
3. Click 'Apply' to update the stats or 'Cancel' to exit without saving changes.
Note: Calendar filters in the Dashboard and Journal work independently of each other.
2. Select a preset date range or choose a custom range using the calendar(s).
3. Click 'Apply' to update the stats or 'Cancel' to exit without saving changes.
Note: Calendar filters in the Dashboard and Journal work independently of each other.
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