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How to Customize Your Dashboard Layout

Overview​

Personalize your dashboard by adding, removing, and arranging widgets to match your trading style.

Steps​

1. Enter Edit Mode​

  1. Go to Dashboard page
  2. Click "Edit Layout" button in top-right

Screenshot: Edit Layout button on dashboard

2. Edit Mode Interface​

You'll see:

  • Empty widget slots highlighted
  • "+ Add Widget" buttons in empty slots
  • "Remove" buttons on existing widgets
  • "Save Layout" and "Cancel" buttons at top

Screenshot: Dashboard in edit mode

3. Add Widgets​

  1. Click "+ Add Widget" in any empty slot
  2. Widget library opens
  3. Browse available widgets by category
  4. Click on a widget to add it

Screenshot: Widget library modal

4. Remove Widgets​

  1. Click "Remove" button on any widget you want to remove
  2. Widget is removed, slot becomes empty
  3. You can add a different widget

Screenshot: Remove widget button

5. Save Your Layout​

  1. Click "Save Layout" button
  2. Your changes are saved immediately
  3. Dashboard exits edit mode

Screenshot: Save layout button

Success!​

Your customized dashboard layout is saved.

Widget Types Available​

Small Widgets (30% width)​

📊 P&L Summary
📈 Win Rate
🔢 Trade Count
⭐ Quants Score
💰 Total Fees
📉 Max Drawdown

Large Widgets (70% width)​

📊 Performance Over Time Chart
📈 Daily Performance Graph
📅 Monthly Performance
🎯 Strategy Performance
📊 P&L Distribution
📈 Equity Curve

Screenshot: Widget sizes comparison

Dashboard Grid Layout​

  • 2-column layout: 30% left (small) + 70% right (large)
  • Multiple rows: Add as many as needed
  • Responsive: Adapts to screen size

Quick Tips​

  • Place most important metrics at top
  • Group related widgets together
  • Use large widgets for detailed charts
  • Use small widgets for quick stats
  • Save frequently to avoid losing changes

Advanced Customization​

  • Create multiple dashboard templates
  • Switch between templates
  • Copy layouts from existing templates
  • Share templates with team (Pro feature)

Next Steps​

Troubleshooting​

Changes not saving? Check internet connection
Widget won't add? Slot may be incompatible size
Lost changes? Click Cancel and start over
Widget not showing data? Check account and date filters
Need help? Contact support@tradelyser.com