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How to Switch Between Dashboard Templates

Overview​

Quickly switch between different dashboard layouts for various trading scenarios.

Steps​

1. Access Template Selector​

  1. Go to Dashboard
  2. Click template dropdown in top-right (shows current template name) Screenshot: Edit layout button

2. View Available Templates​

Dropdown shows all your templates:

  • Current template (checkmark)
  • Other saved templates Screenshot: Edit layout button

3. Select Template​

  1. Click on the template you want to use
  2. Dashboard reloads with selected template
  3. All widgets and layout change instantly

Success!​

You're now viewing your selected dashboard template.

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

Document Version: 1.0
Last Updated: October 26, 2025