Customizing your dashboard layout

Switch presets, build custom layouts, and rearrange widgets.

Your dashboard ships with three read-only presets and lets you build your own custom layouts on top.

Presets

  • Trading — the default active-trading view.
  • Holdings — geared toward buy-and-hold / investment accounts.
  • Daily — a minimal at-a-glance monitor.

Switch between them from the header segmented control; your selection is remembered per account.

Custom layouts

  • Click + in the switcher to create a custom layout (seeded from the current preset).
  • Enter edit mode (the pencil, shown only on custom layouts) to drag-reorder widgets, hide/show them, and cycle each card's size.
  • Rename, reset-to-preset, or delete a custom layout from edit mode.

Presets are fixed and can't be edited — only custom layouts are editable, which keeps the presets a reliable fallback.

More in Analytics & reports

The Reports pageMFE / MAE — how far a trade ran before you closed itTrading goals — targets on your own numbersThe weekly review — a guided pass over a periodDraft a review with AI — what it can and cannot sayTrading sessions — and why they need an entry timeTrade sequence & emotional stateMetrics glossaryThe Monte Carlo risk simulatorThe calendar and heatmapEconomic event markers on your calendarNews on the market recapThe AI features and your monthly allowanceTracking your own symbols on the recapConverting a time between market timezones

Ask the support assistant

Answers come from the Help Center articles on this site — it can explain how the app works, not how to trade.

Answers are generated from Help Center articles and can be incomplete. contact us

Still stuck? Tell us what happened, or email support@ledgerofalpha.com.

Customizing your dashboard layout — Ledger of Alpha Help