How to Add Widgets to Your Dashboard

Overview

Add performance metrics, charts, and analytics widgets to your dashboard.

Steps

1. Enter Edit Mode

1. Go to Dashboard
2. Click "Edit Layout" button

2. Find Empty Slot

1. Look for empty widget slots (dashed borders)
2. Click "+ Add Widget" button in the slot

3. Browse Widget Library

Widget library opens showing categories:

Performance Metrics

• P&L Widget
• Win Rate
• Trade Count
• Average Trade
• ROI

Charts

• Performance Over Time
• P&L Distribution
• Monthly Performance
• Equity Curve

Advanced

• Quants Score
• Discipline Score
• Strategy Performance
• Risk Metrics

4. Select Widget

1. Click on the widget you want to add
2. Widget appears in the slot immediately
3. Widget starts loading data

5. Add More Widgets

1. Repeat for other empty slots
2. Mix small and large widgets
3. Arrange according to priority

6. Save Layout

1. Click "Save Layout" button
2. Exit edit mode
3. Widgets now display your data

Success!

Widgets are added and displaying your trading data.

Small Widgets

Widget Display Name	Widget Explanation
Net P&L	The total realized net profit and loss for all closed trades.
Account Balance & P&L	Current account balance with the total P&L for all closed trades.
Trade Win %	Reflects the percentage of your winning trades out of total trades taken.
Profit Factor	Total profits divided by total losses. A profit factor above 1.0 indicates a profitable trading system.
Day Win %	Reflects the percentage of your winning trading days out of total trading days.
Avg Win/Loss Trade	The average profit on all winning and losing trades.
Trade Expectancy	The average amount you can expect to win, or lose, per trade based on your closed trades.
Risk-Reward Ratio	Average winning trade divided by average losing trade - Shows risk management effectiveness.
Sharpe Ratio	Risk-adjusted returns measure - Shows how much return you get per unit of risk taken.
Today's P&L	Intraday profit & loss with hourly progression sparkline - Quick view of today's trading performance.
Monthly P&L	Current month's profit & loss with 6-month comparison - Track monthly performance trends.
Win/Loss Ratio	Average win amount divided by average loss - Shows total wins vs total losses comparison.
Current Day Streak	Tracks how many winning days in a row you traded currently.
Current Trade Streak	Tracks how many winning trades in a row you traded currently.
Current Streak	Tracks how many winning days and trades in a row you traded currently.
Max Drawdown	This is the max drawdown experienced for the defined period.
Average Drawdown	Shows the average drawdown during the selected period and the drawdown at the end of that period, or the current drawdown if no date filter is applied.
AI Insights Feed	AI-generated trading insights and recommendations with confidence scores and actionable suggestions.
Trading Readiness	Daily readiness score based on recovery metrics from health devices.

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Large Widgets

Widget Display Name	Widget Explanation
Lyser Score	Lyser Score measures your performance by combining the most important metrics into one normalized score from 1-100.
Daily Net Cumulative P&L	Displays how your daily account P&L accumulates from the source of your trading day.
Symbol Performance Heatmap	Heatmap grid showing symbol performance with 2-letter codes (2x1 layout) - Color intensity indicates P&L, hover for details, click to filter.
Intraday Performance Curve	Line chart showing P&L throughout trading hours - Identify best and worst trading times with highlighted profitable hours.
Yearly P&L Heatmap	Calendar grid with monthly P&L color coding for current year - Visual pattern recognition of profitable months.
Risk Distribution Chart	Histogram showing trade size distribution and outcomes - Identifies optimal position sizing with win rates and risk-reward by size range.
Correlation Matrix	Top 3 positive and top 3 negative symbol correlations - Identify diversification opportunities and hedging pairs.
Win % - Avg Win - Avg Loss	All average P&L change with number of trades to show how each metric changes with cumulative trades.
Trade Time Performance	Displays the times of which trades occur with their corresponding performance.
Trade Duration Performance	Trade duration of intraday and they corresponding performance.
Net Daily P&L	Displays the total net P&L by each trading day at the close of the market.
Daily & Cumulative Net P&L	Displays how your daily account P&L accumulates over P&L creates days for each trading day.
Recent Trades & Open Positions	Recent Trades & Open Positions.
Calendar	Calendar.
Drawdown	Displays the P&L Drawdown of all trading days.
Calendar w/H	Calendar with Highlights.
Advanced Calendar	Advanced calendar.
Account Balance	Track of your trades (profit and loss) from the cumulative balance over time trades.
Trading Calendar	Calendar view of trading activity.
Equity Curve	Visual representation of account growth over time.
Strategy Board	Strategy board with performance metrics.
Strategy List	List of strategies with details.
Trade Analytics - Best	Best performing trades analysis.
Trade Analytics - Worst	Worst performing trades analysis.
Discipline Diary	Discipline tracking and diary entries.
Journal Entries Timeline	Chronological timeline of journal entries with P&L, win rates, metrics, tags, and note previews. Filter by profit/loss, win rate, and tags. Spans 2 vertical rows for extended timeline view.
Discipline Score Card	Track your trading discipline with overall compliance score, category breakdown, and individual rule performance. Shows rule compliance % and recent trends.
Top Symbols Performance	Bar charts showing best and worst performing symbols by total P&L. Configurable to show top 5, 10, or 15 symbols with trade count, win rate, and average P&L metrics.
Costs & Fees Breakdown	Pie chart breakdown of trading costs including brokerage fees, taxes, and slippage. Compare costs across brokers and identify optimization opportunities. Shows total costs and average per trade.
Trade Ratings Distribution	Bar chart showing distribution of trade ratings (1-5 stars) with P&L correlation analysis. Track execution quality and identify patterns between ratings and profitability.
Financial News	Latest financial news with sentiment analysis and trends.
Mentor & Mentee Overview	Overview of your mentorship relationships, mentee performance metrics, and active sessions. Shows key metrics including active mentees, pending invitations, average success rate, and a performance chart of top mentees.
Net Daily P&L	Displays daily profit and loss as a bar chart. Shows individual daily P&L values with green bars for profits and red bars for losses. Helps track daily trading performance over time.
Shortcuts	Launchpad for commonly used internal pages or external research tools. Users can configure quick links with favicons for one-click navigation.
Health-Performance Correlation	Recovery vs trading performance correlation over time.

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Document Version: 1.0
Last Updated: October 26, 2025