How to Remove Widgets from Your TradeLyser Dashboard
Over time, dashboards accumulate widgets you no longer check: duplicate P&L tiles, experimental charts, or metrics that made sense for an old strategy. Removing a widget clears that slot on your current dashboard template so you can reclaim space, improve load time, and focus on numbers that drive decisions. Removal does not delete trades, journal entries, broker connections, or report history—it only stops showing that visualization on the layout you are editing.
This guide covers entering edit mode, locating and removing widgets, saving or canceling changes, what happens to data and other templates, and how removal fits into a broader dashboard workflow with Customize your dashboard, Add widgets, and Switch templates. If the dashboard will not enter edit mode, start with Dashboard not loading.
What happens when you remove a widget?
| Effect | Applies? |
|---|---|
| Widget disappears from current template | Yes |
| Slot becomes empty (can add new widget) | Yes |
| Trades or P&L data deleted | No |
| Other templates changed | No |
| Widget removed from widget library globally | No |
| Can add same widget again later | Yes |
Think of removal as hiding a tile, not erasing your trading record.
When to remove widgets
| Signal | Suggested action |
|---|---|
| You have not looked at a tile in 30+ days | Remove or replace |
| Two widgets show the same metric | Keep one; remove duplicate |
| Dashboard loads slowly | Remove heavy unused charts |
| Strategy changed | Remove obsolete strategy-specific tiles |
| Screen feels crowded on laptop | Remove bottom-priority widgets |
After removal, add higher-value widgets from Add widgets—for example Daily performance instead of a third win-rate copy.
Prerequisites
- Signed-in TradeLyser account
- Dashboard accessible
- Know which template is active (removal is per template)
Step 1: Open Dashboard and confirm context
- Navigate to Dashboard.
- Check the template name in the header—you remove widgets only from this template.
- Verify account and date range if you are evaluating whether a widget is “empty” (no data) versus useless (you do not need it).
- Optional: note widget names you plan to remove so you can restore them later from the library.
Step 2: Enter edit mode
- Click Edit Layout.
- Confirm edit mode is active:
- Remove controls visible on widgets
- + Add Widget on empty slots
- Save Layout and Cancel at top
- If Edit Layout is missing, resolve loading issues first via Dashboard not loading.
Step 3: Locate the widget to remove
- Scan the grid for the widget to remove.
- Hover over the widget if needed to reveal Remove.
- Large widgets span multiple cells; removing them frees a large block for another chart.
- Compare similar widgets (e.g. two P&L variants) using Interpret widget metrics before you delete the more informative one.
Step 4: Remove the widget
- Click Remove on the target widget.
- The widget disappears immediately from the grid.
- The slot shows as empty with + Add Widget.
- Repeat for additional widgets you want to clear.
- To undo before saving, click Cancel to exit edit mode without applying removals.
There is typically no separate “undo remove” after save—re-add the widget from the library if needed.
Step 5: Optionally replace the slot
- Click + Add Widget in the empty slot.
- Choose a more relevant widget (e.g. replace unused heatmap with Performance chart).
- Configure size (small vs large) per slot rules in the library.
Step 6: Save or cancel
| Action | Result |
|---|---|
| Save Layout | Removals persist on this template |
| Cancel | All removals and adds since edit mode are discarded |
- When satisfied, click Save Layout.
- Dashboard exits edit mode; remaining widgets refresh with current data.
- If you removed too many widgets, re-enter edit mode and add tiles back—no data loss.
Removal across templates
| Question | Answer |
|---|---|
| I removed a widget on Template A; is it gone on Template B? | No—only Template A changed |
| Should I remove on every template? | Only if you want that layout lean everywhere |
| Better approach for multi-template users? | Create template per use case instead of one overloaded board |
Switch templates: Switch between dashboard templates.
Remove vs hide vs filter
| Method | What it does |
|---|---|
| Remove widget | Slot empty on template; metric not shown |
| Change date range | Widget may show zero; still on board |
| Change account filter | Different data; widget remains |
| Reports | Deep dive without changing dashboard |
Zero values are not always a reason to remove—confirm date range and sync before deleting a useful widget.
Performance and clarity benefits
Removing unused large charts (equity curve, heatmaps, correlation matrices) often improves first paint on the Dashboard. Keeping six to eight focused widgets—P&L, win rate, one trend chart, one calendar or journal tile—matches how most traders use TradeLyser daily. Send detailed analysis to Generate reports instead of duplicating every report as a widget.
Troubleshooting
| Problem | Likely cause | Fix |
|---|---|---|
| No Remove button | Not in edit mode | Click Edit Layout |
| Remove then widget returns | Did not save | Save Layout |
| Removed wrong widget | Saved already | Edit mode → add widget back |
| Empty slot after remove | Expected | Add widget or leave empty |
| All widgets gone | Removed many + saved | Re-add from library or duplicate template |
Email support@tradelyser.com if Remove clicks do nothing after refresh.
Best practices
- Cancel first if experimenting aggressively.
- Remove duplicates before removing unique charts.
- Save once after a batch of removals to avoid partial states.
- Document major layout changes in a journal note or weekly review.
- Revisit after importing a new broker account—you may need different widgets, not fewer data.
Frequently asked questions
Does removing a widget delete my trades?
No. Trades remain in TradeLyser; only the dashboard display is updated.
Can I get a removed widget back?
Yes. Enter edit mode, use + Add Widget, and select the same widget from the library.
Does removal affect reports or exports?
No. Reports use report engines and trade tables, not dashboard slot configuration.
I removed P&L widget; is my P&L gone?
Your P&L still exists in trades and reports. Add the P&L widget again to see it on the dashboard.
Why is the slot still empty after save?
Removal frees the slot intentionally. Add a widget or leave empty for a minimal layout.
Does Cancel restore removed widgets?
Yes, if you have not saved yet. After Save Layout, removals are permanent until you re-add widgets.
Will mentees see fewer widgets if I remove them?
Mentee views follow permission settings; your layout changes apply to your dashboard login.
Should I remove widgets showing zero?
First widen date range and verify sync. Remove only if you do not need that metric at all.
Can I remove all widgets?
Usually yes, leaving an empty template; practical dashboards need at least a few KPIs.
Who do I contact for help?
support@tradelyser.com with template name and browser details.
Related guides
- Customize your dashboard layout
- Add widgets to your dashboard
- Create a dashboard template
- Switch between dashboard templates
- P&L widget
- Win rate widget
- Interpret widget metrics
- Generate reports
- Dashboard not loading
Example: declutter an overloaded dashboard
Suppose your dashboard has three P&L-style tiles, two win-rate displays, and two equity charts. In edit mode, remove the duplicate P&L and win-rate widgets, keep the Net P&L and Trade Win % pair, and retain one Performance chart. Save layout, switch to your lean template each morning, and use Generate reports when you need the removed detail. This single pass often cuts load time noticeably without losing analytical depth.
Quick reference: removal workflow
| Step | Action |
|---|---|
| 1 | Confirm active template name |
| 2 | Edit Layout |
| 3 | Remove unwanted widgets |
| 4 | Optionally add replacements |
| 5 | Save Layout (or Cancel to undo) |
Governance: who should approve layout changes
If you trade with a mentor or prop-style rules, agree whether dashboard layout changes are cosmetic only. Removing a drawdown widget does not remove drawdown risk—it only hides the reminder. Many traders keep risk tiles visible even when uncomfortable so the dashboard reinforces rules discussed in review sessions.
Questions? Contact support@tradelyser.com for TradeLyser dashboard support.