How to Refresh Dashboard Data
Overview
Update your dashboard with the latest trading data.
Steps
Method 1: Manual Refresh
- Go to Dashboard
- Click "Refresh" button in header
- Data updates across all widgets
Method 2: Browser Refresh
- Press F5 on keyboard
- Or click browser refresh button
- Entire page reloads with latest data
Method 3: Auto-Refresh
Dashboard auto-refreshes:
- When you navigate back to it
- After syncing trades
- After editing trades
- Every few minutes (if enabled)
Success!
Your dashboard shows the latest data.
When to Refresh
After These Actions
🔄 Imported new trades via CSV
🔄 Synced broker account
🔄 Edited existing trades
🔄 Added manual trades
🔄 Changed account settings
🔄 Modified date filters
During Trading Hours
🔄 Every 15-30 minutes
🔄 After major trades
🔄 Before making decisions
🔄 Start and end of session
What Gets Updated
Real-time Updates
✅ P&L calculations
✅ Trade counts
✅ Win rate statistics
✅ Open positions
✅ Latest trades
✅ Performance metrics
Cached Data (May Take Longer)
⏰ Historical charts
⏰ Monthly summaries
⏰ Long-term trends
⏰ AI analytics
Quick Tips
- Refresh before important decisions
- Auto-sync reduces manual refresh needs
- F5 works on any page
- Check last updated timestamp
- Slow refresh? Check internet speed
Last Updated Timestamp
Dashboard shows when data was last refreshed:
- Look for "Last updated: X minutes ago"
- Helps know if data is current
- Updates after each refresh
Document Version: 1.0
Last Updated: October 26, 2025