Dashboard templates & layout
Your Dashboard isn't fixed — you can shape it around how you like to review your trading. Dashboard templates let you save different layouts and switch between them, while Edit Mode lets you add, remove, and rearrange the widgets on the page.
Switching templates
Use the template selector pill near the top of the Dashboard to switch between your saved layouts. Pick a template and the Dashboard instantly rearranges to match it.
This is handy for keeping separate views — for example, one stripped-down template for a quick daily check-in and a detailed one for deeper weekend reviews.
Editing your layout
Edit Mode is where you customize the Dashboard:
- Enter Edit Mode from the Dashboard.
- Add widgets you want to see, and remove the ones you don't.
- Drag widgets to rearrange them into the order and position you prefer.
- When it looks right, save it as a new template.
💡 Tip: Build a couple of templates for different purposes — a focused "morning glance" and a full "review session" layout — and switch between them with the template pill.
Tips
- Your templates sync across your devices, so a layout you build on your laptop is waiting for you on your phone.
- The account filter works alongside templates — your layout stays the same while the data inside it updates to the account you're viewing.