Navigate the TradeLyser Sidebar Menu
The TradeLyser sidebar is your primary map of the product—every major workflow from dashboard widgets to broker sync lives behind a labeled icon. Learning the structure once saves minutes on every session, especially when you collapse the sidebar for chart space or switch between Trades, Journal, and Reports during post-market review.
This guide documents each section, collapse and search behavior, mobile navigation, and how sidebar routes connect to theme toggle and widget preferences.
Sidebar layout overview
On desktop, the sidebar is a vertical strip on the left (or collapsible icon rail). The active page is highlighted. The header above the content area holds global tools: search, notifications (notification history), profile, and theme toggle.
┌─────────────┬──────────────────────────────────┐
│ Sidebar │ Header (search, bell, theme) │
│ · Dashboard│──────────────────────────────────│
│ · Trades │ │
│ · Journal │ Main content │
│ · … │ │
└─────────────┴──────────────────────────────────┘
Main sidebar sections
Dashboard
Home for widgets — P&L, trade count, checklist snippets.
- Customize: customize dashboard, add widgets
- Filters: set date filters
- Related: widget preferences
Trades
Trade log and management — all executed trades.
Open Positions
Live exposure during the session.
Daily Journal
Process and psychology documentation.
- Create journal entry
- Review past entries
- Link trades: add trades to journal
Notebook
Long-form notes separate from daily journal.
Strategy Board
Rules and strategy performance.
Discipline Diary
Rules adherence and discipline scoring.
Reports
Analytics and exports.
Calendar and checklist
Often grouped under Calendar, Start My Day, or checklist entry points:
Settings
Account, brokers, notifications, billing.
Click navigation and breadcrumbs
Single-click routing
- Click any sidebar label once.
- Main content loads; sidebar highlight moves.
- Breadcrumbs (when shown) display nested paths—for example Settings → Accounts.
Back button behavior
Browser Back returns to the previous TradeLyser route, not your broker site. Use sidebar for intentional jumps; use Back only when you drilled into detail views.
Collapse and expand the sidebar
Why collapse
- More horizontal space for wide trade tables
- Second monitor with charts only
- Laptop 13" screens during live market
How to collapse
- Click the collapse chevron (usually bottom of sidebar or top-left hamburger).
- Sidebar shrinks to icons only.
- Hover or click icons to see tooltips and navigate.
Expand again
Click the same control or the hamburger icon. Collapse state often persists per device like theme.
Search and quick access
Many builds include global search in the header:
- Jump to a symbol, trade ID, or note
- Faster than scrolling Trades when you know the ticker
Recent pages (if shown) list last visited routes—useful when alternating Journal and Trades during review.
Keyboard shortcuts
Shortcuts vary by version; common patterns:
| Shortcut | Action |
|---|---|
/ or Ctrl+K | Focus search |
g then d | Go to Dashboard (if enabled) |
Esc | Close modals |
Check in-app Help or tooltips for your build’s full list.
Mobile sidebar
On phones and narrow tablets:
- Tap hamburger menu (top-left).
- Sidebar drawer slides over content.
- Tap a section; drawer closes after navigation.
- Swipe from edge to open on some devices.
Mobile pairs with mobile dashboard and mobile trades. Enable browser notifications only if you use mobile web—not the native app.
Sidebar vs settings deep links
Notifications, billing, and brokers live under Settings, not top-level sidebar on all plans:
| Task | Typical path |
|---|---|
| Browser alerts | Settings → Notifications → browser notifications |
| Revoke mentee | Settings → Mentee → revoke mentee access |
| Broker sync | Settings → Accounts → sync broker trades |
Bookmark mentally: trading work on sidebar root items; configuration under Settings.
Productivity workflows
Pre-market (15 minutes)
- Sidebar → Dashboard — check widgets and date filter.
- Calendar / Start My Day — complete daily checklist pre-market block.
- Notebook or Journal — plan levels.
Intraday
- Open Positions for exposure.
- Trades after fills for quick tags.
- Minimize navigation—collapse sidebar.
Post-market
- Settings → Accounts — sync.
- Trades — verify count vs broker (missing trades).
- Journal + Calendar — close the day.
- Reports or AI analytics weekly.
Deep links from notifications and email
Alerts from browser notifications or email notifications often open a specific page directly (sync summary, report ready). You may land without noticing which sidebar section is active:
- Glance at the highlighted sidebar item to re-orient.
- Use breadcrumbs to climb to parent (e.g. Trades → back to Dashboard).
- If the link expired or errors, start from Dashboard and open notification history for the correct target.
This pattern reduces “lost in the app” feeling after deep links.
Multi-account and advanced sidebar context
Traders with multiple broker accounts should confirm the account switcher (often header or Settings) before interpreting sidebar pages:
- Trades and Open Positions respect active account filter.
- Reports may default to all accounts or last used—check filter chips.
- Switch accounts before mentor reviews so mentee data never mixes with yours on a shared machine.
Sidebar labels do not change when account switches; only data scope does.
Onboarding path for new users
Recommended first-week sidebar tour:
| Day | Sidebar focus |
|---|---|
| 1 | Settings → broker connect (connect Zerodha or your broker) |
| 2 | Trades + first sync |
| 3 | Dashboard widgets |
| 4 | Daily Journal + Calendar |
| 5 | Reports + optional AI analytics |
| 6 | Discipline + checklist setup |
| 7 | Notification and theme preferences |
Following the sequence avoids configuring alerts before trades exist.
Accessibility and sidebar collapse
Screen reader users benefit from expanded sidebar labels during onboarding; collapse only after memorizing icon positions. Combine with OS zoom rather than shrinking browser below responsive breakpoints—below minimum width, sidebar may auto-hide and require hamburger access every time.
If focus traps occur inside mobile drawer navigation, tap outside drawer or use Esc to close—report persistent issues to support@tradelyser.com.
Troubleshooting
| Issue | Fix |
|---|---|
| Sidebar hidden | Click hamburger; widen window past breakpoint |
| Cannot collapse | Some pages force expanded on first visit—try again |
| Wrong item highlighted | Refresh; clear cache |
| Missing menu item | Plan limit—see compare plans |
| Settings not opening | Pop-up blockers; try direct URL from docs |
Email support@tradelyser.com with account email and screenshot if a section never appears.
Sidebar rhythm for a typical Indian trading day
Anchor navigation so you are not hunting menus during market hours. Before 9:15 AM IST: open Start My Day or Calendar for complete daily checklist and skim trading calendar for yesterday’s color. During session: collapse the sidebar on smaller laptops to preserve chart width; jump to Trades only for quick add notes—avoid deep bulk operations until the close.
After 3:30 PM: Trades → sync check → Journal → Reports for P&L analysis. Weekly: Settings for notification preferences category and Discipline for track discipline score. New users should expand the sidebar until labels are memorized, then collapse for space. If Strategy Board or AI entries are missing, verify plan limits via compare plans before filing a bug.
Related guides
Frequently asked questions
How do I open the sidebar on mobile?
Tap the hamburger icon at the top-left of the TradeLyser header.
Can I reorder sidebar items?
Generally no—order is fixed by product IA. Use dashboard widgets for personal priority metrics.
Where is Calendar in the sidebar?
Look for Calendar, Start My Day, or checklist links; exact label varies by version. See trading calendar.
Does collapsing the sidebar improve performance?
Slightly on low-end devices; main benefit is screen space, not speed.
How do I get to Mentee Access?
Settings → Mentee Access — see grant mentee access.
Why do I not see Strategy Board?
Trial/Basic may limit features—check compare plans.
Is the sidebar the same for mentors viewing mentees?
Mentors use their own sidebar; mentee data appears in mentee view contexts, not as duplicate sidebar trees.
Can I hide sections I never use?
Not usually. Collapse the sidebar and rely on search/quick links instead.
Do keyboard shortcuts work when sidebar is collapsed?
Yes, if shortcuts are enabled globally—they do not require expanded labels.
Who helps with broken navigation?
support@tradelyser.com or contact support.
Where is AI analytics in the sidebar?
Under Reports or a dedicated AI entry depending on plan—open generate AI analytics from docs if the label moved.
Can I open two sidebar sections in split view?
TradeLyser is single-page navigation; use two browser tabs for Trades and Journal side by side.
Need help? support@tradelyser.com