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How to Customize Widget Preferences

Overview​

Adjust widget settings and appearance.

Steps​

1. Go to Dashboard​

Navigate to Dashboard

2. Edit Widget​

Click settings icon on widget (when in edit mode)

3. Customize Options​

  • Display format
  • Time period
  • Colors
  • Data shown
  • Refresh rate

4. Save Preferences​

Click "Save"

Success!​

Widget customized!

Customization Options​

🎨 Colors and themes
📊 Data display format
⏰ Time ranges
🔄 Update frequency

Quick Tips​

  • Customize per widget
  • Preview changes
  • Reset if needed
  • Consistent styling

Next Steps​

Troubleshooting​

Changes not saving? Check internet
Widget broken? Reset to default
Need help? Contact support@tradelyser.com

  • Place P&L, Win Rate, and Trade Count widgets in first row.
  • Keep strategy and discipline widgets in second row for review.
  • Reserve one slot for monthly trend tracking.

Team/Coach Usage Tip​

If you review with a mentor, use a shared layout convention so discussions focus on the same metrics each session.

Common mistakes​

  • Changing every widget color independently so dashboards become hard to scan at a glance.
  • Setting refresh intervals so aggressive that mobile data and battery suffer on commute reviews.
  • Saving layout tweaks without leaving edit mode, then assuming preferences failed to apply.
  • Hiding critical metrics (P&L, win rate) behind decorative widgets with low information density.

Save one “review layout” after you validate filters on add widgets so Sunday prep and live session layouts stay consistent.

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