Dashboard Guide & Customization
Customize your dashboard: show or hide metrics, rearrange widgets with drag and drop, save layout templates, and use the filter bar.
Learn the core features in just a few minutes and see how simple it is to review, structure, and improve your trading.
Customize your dashboard: show or hide metrics, rearrange widgets with drag and drop, save layout templates, and use the filter bar.
Walk through themes, language, accents, AutoSync integrations, guides, Discord links, label management, password changes, and journal reset options.
Create trading accounts, configure the initial deposit and start date, customize card colors, and access AutoSync settings for your broker or platform.
Define trading rules and entry checklists, upload chart references, add backtest data, and compare strategy performance with live results.
Upload broker export files, apply built-in broker templates, review the mapping, and keep your database clean with the automatic duplicate check.
Enrich imported trades with emotions, strategy compliance, custom labels, and chart screenshots so filters and the AI Mentor can reveal better patterns.
Use the monthly overview, daily view, day notes, AI dictation, economic news, and pre- and post-market analysis for your trading routine.
Create custom labels and categories, assign them to trades, and filter the dashboard by your own criteria to analyze setups and trading patterns.
More tutorials are already in progress and will be published soon.