Understanding Your Dashboard

Your Dashboard

The dashboard is your central view for monitoring portfolios, market data, and risk metrics.

Creating a Dashboard

Click the “+” button to create a new dashboard. Give it a name and optionally set it as your default (loads on login).

Adding Widgets

Click “Add Widget” and browse the catalog:

• Market: Price charts, volatility surface, order book depth
• Portfolio: Positions table, P&L chart, Greeks summary
• Risk: VaR display, margin utilization, exposure breakdown
• Account: Balance overview, recent trades, funding history

Configuring Widgets

Each widget has a settings icon. Click it to adjust the widget's data source, time range, display options, and linked trading account.

Rearranging Layout

Drag widgets to reposition. Use the resize handle to adjust dimensions. Your layout saves automatically.

Multiple Dashboards

Create different dashboards for different strategies or accounts. Switch between them using the dashboard selector at the top.