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.