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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" button in header
  3. Data updates across all widgets

Screenshot: Date picker opened

Method 2: Browser Refresh​

  1. Press F5 on keyboard
  2. Or click browser refresh button
  3. 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

Screenshot: Date picker opened

Document Version: 1.0
Last Updated: October 26, 2025