A tour of your dashboard

Understand the widgets, time filters, and layout presets.

Your dashboard is a grid of widget cards summarizing your performance — equity curve, win rate, expectancy, a calendar heatmap, per-symbol P&L, and more.

The guided tour

The first time you land on the dashboard we offer a short guided tour that points out where things live — logging a trade, importing your history, switching layouts, and reading it back. You can skip it at any point, and replay it whenever you like from the user menu at the bottom of the sidebar (“Replay tour”).

The getting-started card

A new account also shows a short Getting started checklist at the top of the dashboard. It disappears on its own once the five steps are done, and you can dismiss it at any time — see The getting-started checklist.

Layout presets

A switcher in the header offers three fixed presets — Trading, Holdings, and Daily — that you can flip between instantly. You can also build your own custom layout; see Customizing your dashboard layout.

Time filter

Narrow every widget to the last 1 / 7 / 14 / 30 / 60 / 90 days or All, filtered by exit date, from the header control.

Privacy mode

The eye icon masks every sensitive number at once — handy for screenshots or shoulder-surfers. See Privacy mode.

Accounts

If you keep more than one trading account, the dashboard scopes to whichever account is active (or “All Accounts”). See Managing multiple accounts.

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.

A tour of your dashboard — Ledger of Alpha Help