How to Create a Dashboard Template in TradeLyser
A single dashboard layout cannot serve every trading session equally well. You might want a tight intraday board during market hours and a broader analytics view on weekends. TradeLyser dashboard templates let you save separate layouts—each with its own widgets, arrangement, and name—so you can switch in one click instead of rebuilding the grid every day.
Creating a template is separate from importing trades or running reports. Templates store display configuration only: which widgets sit in which slots on that named layout. All templates read from the same underlying trade data and respect the account and date filters you set on the Dashboard. This guide explains how to open the template manager, name a new template, choose a starting point, customize widgets, and maintain templates over time alongside Customize your dashboard layout and Switch between dashboard templates.
If widgets fail to load after you create a template, verify sync and see Dashboard not loading. To populate the new board, follow Add widgets to your dashboard.
Why use multiple dashboard templates?
| Scenario | Template example | Typical widgets |
|---|---|---|
| Pre-market prep | Morning scan | Today’s P&L, calendar, checklist |
| Live intraday | Day trading | Intraday curve, open positions, recent trades |
| End of day | EOD review | Daily performance, win rate, journal timeline |
| Monthly close | Monthly review | Monthly performance, equity curve, strategy board |
| Risk audit | Risk focus | Max drawdown, profit factor, risk-reward |
Templates reduce friction: you switch context without deleting widgets from another layout.
Prerequisites
| Item | Notes |
|---|---|
| TradeLyser account with Dashboard access | Required |
| At least one data source (broker or import) | Widgets need trades |
| Plan limits (if any) | Check subscription for template count |
Step 1: Open the template manager
- Go to Dashboard in TradeLyser.
- Locate the Templates control (button or menu near the template name dropdown).
- Click Templates to open the template manager.
- Review existing templates: default layout, any you created earlier, and which one is active (checkmark or highlight).
Knowing your starting template avoids accidentally editing the wrong layout when you create a new one.
Step 2: Start creating a new template
- In the template manager, select Create New Template (or equivalent).
- The creation dialog opens.
- Keep the manager open until you confirm creation—you can cancel without changes.
Step 3: Name and describe your template
- Enter a clear name users will recognize in the dropdown.
- Good:
Intraday – Nifty,Friday weekly review,Swing – positional - Avoid:
Dashboard 2,Test,New
- Good:
- Optionally add a short description (if the UI supports it) for your own notes: purpose, market, or time of use.
- Names appear in the template selector on the Dashboard; clarity saves seconds every switch.
| Naming pattern | Example |
|---|---|
| Time + activity | Morning – prep |
| Style + market | Day trade – options |
| Review cadence | Monthly – analytics |
Step 4: Choose a starting point
TradeLyser typically offers how to initialize the new template:
| Starting option | Best for | Result |
|---|---|---|
| Empty template | Full custom build | Blank grid; you add every widget |
| Duplicate current | Small variation | Copy of active layout; edit from there |
| Duplicate another | Known good base | Copy an existing named template |
Empty template: Choose when the new scenario needs a totally different widget set. You will add widgets one slot at a time via Add widgets.
Duplicate: Choose when you only need to swap two or three widgets (e.g. same as “Morning” but with monthly chart instead of intraday).
Step 5: Create and activate the template
- Click Create Template (or Save).
- TradeLyser creates the template and usually switches you to it automatically.
- The dashboard may enter edit mode immediately so you can place widgets.
- Confirm the template name in the header matches what you created.
You are now editing the new template only; other templates remain unchanged until you open and edit them.
Step 6: Customize widgets on the new template
- If not already in edit mode, click Edit Layout.
- Click + Add Widget in empty slots.
- Pick widgets from the library (P&L, win rate, performance charts, discipline, strategy, etc.).
- Remove unwanted widgets if you duplicated a busy layout.
- Arrange high-priority metrics at the top; see layout tips in Customize dashboard.
- Click Save Layout when finished.
Recommended first widgets for a blank “review” template:
| Priority | Widget type | Doc link |
|---|---|---|
| 1 | Net P&L | P&L widget |
| 2 | Win rate | Win rate widget |
| 3 | Daily or performance chart | Performance chart |
| 4 | Monthly bars (optional) | Monthly performance |
Step 7: Switch between templates in daily use
- On the Dashboard, open the template dropdown (current name).
- Select another saved template.
- Layout and widgets update instantly; filters may still apply globally.
Full steps: Switch between dashboard templates.
Step 8: Maintain templates over time
| Task | How |
|---|---|
| Rename | Template manager → edit name (if supported) |
| Delete unused | Template manager → delete; confirm you do not need it |
| Clone before big changes | Duplicate template, experiment on copy |
| Align with reports | Same date ranges as Generate reports |
Review templates quarterly: remove widgets tied to strategies you no longer trade.
Templates vs single customized dashboard
| Aspect | One dashboard only | Multiple templates |
|---|---|---|
| Switching cost | Re-edit layout each time | One-click switch |
| Risk of overwriting | High | Low per template |
| Learning curve | Lower | Slightly higher |
| Best for | Single style traders | Multi-style or review cadences |
Even two templates—Trading day and Analysis—deliver most of the benefit.
Troubleshooting
| Issue | What to try |
|---|---|
| Create button missing | Refresh; check plan; Dashboard not loading |
| New template empty | Expected for empty start; add widgets in edit mode |
| Wrong template active | Use dropdown to switch back |
| Widgets show zero | Account/date filters; sync trades |
| Cannot delete template | May be default or last template; check UI rules |
Contact support@tradelyser.com with template name and account email if creation fails repeatedly.
Best practices
- Keep three to five active templates; delete duplicates.
- Duplicate before radical experiments.
- Match template purpose to date range habits (today vs MTD vs YTD).
- Document template intent in the description field.
- Pair monthly templates with Monthly performance widget and formal reports.
Frequently asked questions
How many dashboard templates can I create?
Limits depend on your TradeLyser plan. If creation is blocked, check subscription or contact support@tradelyser.com.
Does creating a template copy my trade data?
No. Only layout and widget selection are copied when you duplicate a template—not trades.
Will deleting a template delete my trades?
No. Deleting a template removes that layout configuration only.
Can I set a default template on login?
Use the template you switch to most; TradeLyser typically remembers the last active template per account session.
What is the difference between template and Save Layout?
Template is a named saved layout container. Save Layout commits widget changes inside the current template.
Can two templates use the same widgets?
Yes. Duplicating templates is the fastest way to share a base layout.
Do templates sync across devices?
Yes for the same TradeLyser login; open Dashboard on another device and select the template from the dropdown.
Can I export a template to another user?
Templates are generally per-account. Mentors view performance under mentee access rules, not by copying template files.
Should I use empty or duplicate start?
Use empty for new trading styles; duplicate for small tweaks to a working board.
Who helps with template bugs?
support@tradelyser.com with screenshots of the template manager and browser version.
Related guides
- Customize your dashboard layout
- Add widgets to your dashboard
- Remove widgets
- Switch between dashboard templates
- Interpret widget metrics
- Generate reports
- Dashboard not loading
Quick reference: template creation checklist
| Step | Done? |
|---|---|
| Opened Dashboard → Templates | ☐ |
| Named template clearly | ☐ |
| Chose empty or duplicate start | ☐ |
| Created and confirmed active template in header | ☐ |
| Entered edit mode | ☐ |
| Added P&L, win rate, and one chart | ☐ |
| Saved layout | ☐ |
| Tested switch from prior template | ☐ |
| Documented purpose in description (optional) | ☐ |
Revisit this checklist when you add a new market, broker account, or trading style so templates stay aligned with how you actually trade—not how you traded last year.
Need help? Email support@tradelyser.com for template creation or sync issues on TradeLyser.