How to Switch Between Dashboard Templates
Overview
Quickly switch between different dashboard layouts for various trading scenarios.
Steps
1. Access Template Selector
- Go to Dashboard
- Click template dropdown in top-right (shows current template name)
2. View Available Templates
Dropdown shows all your templates:
- Current template (checkmark)
- Other saved templates
- "Manage Templates" option
3. Select Template
- Click on the template you want to use
- Dashboard reloads with selected template
- All widgets and layout change instantly
Success!
You're now viewing your selected dashboard template.
Template Switching Tips
⚡ Instant: No loading time
💾 Automatic: Last used template remembered
🔄 Unlimited: Switch as often as needed
📊 Independent: Each template saves separately
Common Template Setups
Morning Review Template
- Today's P&L
- Open positions
- Market overview
- Daily checklist
Active Trading Template
- Real-time P&L
- Quick stats
- Strategy performance
- Risk metrics
End-of-Day Template
- Daily summary
- Trade review
- Performance analysis
- Notes and journal
Weekly Review Template
- Weekly performance
- Strategy comparison
- Improvement areas
- Goal tracking
Quick Tips
- Create templates for different times of day
- Name templates descriptively
- Keep 3-5 core templates
- Delete unused templates
- Current template syncs across devices
Keyboard Shortcut
Coming Soon: Quick switch with keyboard shortcut
Next Steps
Troubleshooting
Template not switching? Refresh page
Template missing? Check Manage Templates
Wrong data showing? Check account filter
Template deleted by mistake? Cannot recover - recreate it
Need help? Contact support@tradelyser.com