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How to Use Mobile Dashboard

Overview​

Access your trading dashboard on mobile device.

Mobile Dashboard Features​

Optimized Layout​

📱 Simplified widgets
📱 Touch-friendly
📱 Swipe navigation
📱 Quick stats

Key Metrics Visible​

  • Today's P&L
  • Win rate
  • Trade count
  • Recent trades
  • Open positions
  • Swipe between sections
  • Tap for details
  • Pull to refresh
  • Menu icon for sidebar

Quick Actions​

⚡ Sync trades
⚡ Add quick note
⚡ View P&L
⚡ Check positions

Quick Tips​

  • Refresh by pulling down
  • Landscape for charts
  • Portrait for lists
  • Fast access anywhere

Next Steps​

Troubleshooting​

Layout broken? Rotate device
Slow? Close other apps
Need help? Contact support@tradelyser.com

Mobile Dashboard Best Practices​

  • Pin the most decision-critical widgets at top.
  • Use fewer dense tables on smaller screens.
  • Review daily summary first, then drill into trade-level details.

Troubleshooting Mobile Slowness​

  • Switch to stable network before loading heavy views.
  • Refresh after changing date filters repeatedly.
  • Update browser/app to latest version.

Common mistakes​

  • Expecting full desktop bulk-edit workflows on a small screen during live market hours.
  • Leaving date filters on “all time” when you only need today’s session context.
  • Rotating the device repeatedly instead of simplifying widget count for mobile layout.
  • Reviewing P&L obsessively between setups instead of planned checkpoint times.

Use mobile for quick checks and capture; finish tagging, rating, and reports on desktop via mobile trades handoff.

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