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Knowledge Base
Feature Guide

Widget Customization

The dashboard widget system lets you arrange, resize, and save multiple dashboard layouts. Each widget shows specific analytics content.

Available widgets

  • KPI Row - Summary performance cards (P&L, win rate, profit factor, trades, drawdown)
  • Equity Curve - Cumulative P&L chart with drawdown shading
  • Drawdown Chart - Visual drawdown tracking
  • P&L Distribution - Trade outcome histogram
  • Monthly P&L - Month-by-month profit/loss heatmap
  • Day of Week - Performance split by weekday
  • Instrument Breakdown - Per-instrument performance
  • Calendar - Daily P&L calendar with journal links
  • Trade Table - Inline trade record view
  • Prop Firm Progress - Challenge tracking widgets
  • Tags/Models - Performance by tag or model

Using edit mode

  1. Click Edit in the dashboard toolbar to enter edit mode
  2. Drag widgets by their header to reposition them
  3. Use resize handles on widget edges to change dimensions
  4. The grid reflows automatically as you rearrange
  5. Click Save Layout to keep your changes

Dashboard templates

Templates let you save multiple dashboard configurations:

  • Save as template - Name and save the current widget arrangement
  • Switch templates - Load any saved template from the template selector
  • Default template - The layout shown when you first open the dashboard
  • Reset - Return to the default layout if you've made changes

Responsive behavior

Widget layouts adapt across four breakpoints:

  • Wide desktop (1200px+) - Full grid with all widgets visible
  • Desktop (992px-1199px) - Slightly compressed layout
  • Tablet (768px-991px) - Single or two-column layout
  • Mobile (<768px) - Single column stacking

Widgets that don't fit at smaller sizes are hidden rather than compressed.