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How to Refresh Dashboard Data

Overview​

Update your dashboard with the latest trading data.

Steps​

Method 1: Manual Refresh​

  1. Go to Dashboard
  2. Click "Refresh" or "Sync" button in header
  3. Data updates across all widgets

Screenshot: Refresh button location

Method 2: Browser Refresh​

  1. Press F5 on keyboard
  2. Or click browser refresh button
  3. Entire page reloads with latest data

Screenshot: Browser refresh

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

Refresh Indicator​

Look for:

  • Loading spinner on widgets
  • "Updating..." message
  • Grayed-out widgets during update
  • Success message after complete

Screenshot: Widgets refreshing

Auto-Sync vs Manual Refresh​

Auto-Sync (Broker Connected)​

  • Automatically fetches new trades
  • Runs every few hours
  • Requires broker connection
  • Updates database automatically

Manual Refresh (Dashboard)​

  • Updates display only
  • Uses existing database data
  • Instant results
  • No broker connection needed

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

Screenshot: Last updated timestamp

Next Steps​

Troubleshooting​

Refresh not working? Check internet connection
Data not updating? Try browser refresh (F5)
Widgets stuck loading? Clear browser cache
Old data still showing? Sync your broker account
Need help? Contact support@tradelyser.com