Skip to main content

How to Create a New Dashboard Template

Overview​

Create multiple dashboard layouts for different trading scenarios (day trading, swing trading, etc.).

Steps​

1. Access Template Manager​

  1. Go to Dashboard
  2. Click "Templates" button
  3. Select "Create New Template"

Screenshot: Template manager menu

2. Name Your Template​

  1. Template creation dialog opens
  2. Enter a descriptive name
    • Examples: "Day Trading Dashboard", "Swing Trading View", "Weekly Review"
  3. Add optional description

Screenshot: Create template dialog

3. Choose Starting Point​

Start from Scratch

  • Select "Empty Template"
  • Build completely custom layout
  • Add widgets one by one

4. Save Template​

  1. Click "Create Template" button
  2. New template is created
  3. Automatically switched to new template

5. Customize Your Template​

  1. Now in edit mode for new template
  2. Add widgets as needed
  3. Arrange layout
  4. Click "Save Layout" when done

Screenshot: Customizing new template

Success!​

Your new dashboard template is ready to use.

Document Version: 1.0
Last Updated: October 26, 2025