What it is

The dashboard is your at-a-glance performance home. You do not create separate “pages” - you create layouts: saved arrangements of metric cards (portfolio, win rate, charts, streaks, etc.) that you can switch between.

What you can do

  • Create up to 20 layouts per user
  • Add up to 40 cards per layout
  • Activate a layout to make it your current dashboard
  • Duplicate or reset a layout
  • Set timeframes per card (e.g. 7-day win rate vs 30-day PnL)

How it works

Layout zones

Cards sit in zones such as:

  • Mini stats - compact headline numbers
  • Split row - side-by-side cards
  • Full width - wider charts or tables

Available card types

Examples include:

  • Portfolio value / PnL summary
  • Win rate
  • Monthly PnL
  • ROI
  • Closed and active trade counts
  • Portfolio growth chart
  • Win rate trend
  • Trade activity calendar
  • PnL over time
  • Trade distribution
  • Performance breakdown
  • Streak analysis
  • Long vs short performance
  • Key risk metrics
  • Drawdown over time

Exact labels in the app may vary slightly; each card pulls from the same statistics engine with its own timeframe.

Timeframes

Each card can use a preset (today, 7 / 14 / 30 days, all-time) or, for the main summary, a custom date range.

Tip: Custom dashboard ranges may not match the same calendar days as the Trade Log. For month-by-month review, filter dates on the Trade Log or statistics instead. See Timezones and dates.

Metrics basis

Dashboard closed-trade metrics filter by exit date in the selected window - consistent with Statistics and Trade Log.

Default layout

You start with a default layout. It cannot be deleted, but you can reset it to empty and rebuild.

Limitations

  • Layouts control which cards you see, not broker sync or data freshness.
  • Portfolio growth cards follow the same PnL vs full balance rules as Portfolio growth.
  • Duplicate card types in one layout are deduplicated automatically.