Widgets
Complete reference of all dashboard widget types, the widget picker, presets, and per-widget settings.
Widgets
Tradeways provides 25+ configurable widgets that you can place on any dashboard. Widgets range from single-number KPI cards to full-width charts and tables. Each widget can carry its own title, filter, and type-specific settings.
Widget Picker
In edit mode, click Add Widget to open the widget picker sheet. The picker is organized into several sections:
Smart Insights
At the top, Tradeways analyzes your trade data and suggests widgets tailored to your account — for example, a P&L card filtered to your best-performing symbol or a chart highlighting your strongest day of the week. These suggestions update automatically as your data changes.
Full Widget List
All available widget types are listed with an icon, name, and short description. Click any widget to add it to the dashboard. Hover over a widget to see a live preview on the left side of the sheet.
Quick Add Presets
Pre-configured widgets organized into five categories:
| Category | Examples |
|---|---|
| Directional | Long P&L, Short Win Rate, Long Equity — any KPI or chart scoped to a single direction |
| Time Period | Today P&L, This Week Win Rate, Last 30d Equity — widgets filtered to a date range |
| Result-Based | Winners Equity, Losers P&L, Avg Winner/Loser — widgets filtered by trade outcome |
| Asset Class | Futures P&L, Crypto Win Rate, Stocks P&L — widgets filtered to a specific instrument type |
| Analysis | Distribution by Direction/Symbol/Asset Class, Time of Day, Cumulative Trades, Monthly Heatmap |
Presets add the widget with a pre-filled title and filter so you can build focused dashboards quickly.
Dynamic Entries
Below the presets, the picker shows entries generated from your account data:
- Your Symbols — one P&L card per traded symbol (e.g., "ES P&L", "NQ P&L")
- Your Asset Classes — one P&L card per asset class (shown when you trade 2+ classes)
- Your Tags — one P&L card per tag defined on the account
Search
Use the search bar at the top of the picker to filter across all sections by name.
Suggest a Widget
At the bottom of the picker, a text field lets you suggest a new widget type. Suggestions go directly to the Tradeways team.
Available Widgets
Core KPI Cards
| Widget | Description |
|---|---|
| YTD P&L | Year-to-date profit and loss in the account currency. |
| Win Rate | Percentage of winning trades out of all closed trades. |
| Trades | Total number of closed trades. |
| Avg Trade | Average profit/loss per closed trade. |
| Profit Factor | Ratio of gross profit to gross loss. |
| Expectancy | Expected value per trade based on win rate and average win/loss. |
| R:R | Average realized reward-to-risk ratio (requires TP/SL levels). |
| Commission | Total commissions paid across all closed trades. |
| Trade Result Streak | Current consecutive winning or losing trade streak. |
| Day Result Streak | Current consecutive winning or losing trading-day streak. |
| Week Result Streak | Current consecutive winning or losing trading-week streak. |
Risk & Performance Cards
| Widget | Description |
|---|---|
| Largest Win/Loss | Largest single winning and losing trade side by side. |
| Max Drawdown | Maximum peak-to-trough decline in the equity curve. |
| Avg Holding Time | Average duration from entry to exit across closed trades. |
| Quality Rate | Percentage of trades that hit TP before SL (requires TP/SL levels). |
| Technical PF | Profit factor excluding trades closed manually (TP/SL exits only). |
| Sharpe Ratio | Risk-adjusted return using daily standard deviation. Configurable risk-free rate. |
| Sortino Ratio | Like Sharpe but penalizes only downside volatility. Configurable risk-free rate. |
| Kelly Criterion | Optimal position sizing fraction based on win rate and payoff ratio. |
Charts & Tables
| Widget | Description |
|---|---|
| Equity Curve | Cumulative P&L line chart over time. Optional drawdown overlay. |
| Day of Week | Bar chart comparing P&L or trade count by weekday. |
| Monthly Heatmap | Full-width grid showing P&L per day across months. |
| Distribution | Pie/bar chart breaking down trades by symbol, direction, or asset class. |
| Month Heatmap | Calendar-style heatmap for a single month. |
| Week Heatmap | Compact heatmap showing P&L per day for the current week. |
| Time of Day | Bar chart showing performance by hour of the day. |
| Cumulative Trades | Running total of trades over time as a line chart. |
| Recent Trades | Table listing the last trades with key columns. |
Journal & Notebook Widgets
| Widget | Description |
|---|---|
| Notebook | Embeds a journal page directly on the dashboard with inline editing. Can show today's note, this week's note, or a specific page. Changes auto-save. |
| Journal Entries | Lists recent journal entries with type icons and relative timestamps. Click an entry to open it in a dialog or navigate to it. |
| Journal Folder Tree | Displays the journal folder hierarchy as an interactive tree. Click any page to open it in a dialog or navigate to it. |
Charting Widgets
| Widget | Description |
|---|---|
| Price Chart | Embeds a candlestick price chart with a timeframe toolbar. Supports trade entry/exit overlays from your trade data and CSV candle data import. |
Widget Settings
Click the gear icon on any widget in edit mode to open the settings dialog. The dialog has two tabs.
Settings Tab
| Setting | Applies To | Description |
|---|---|---|
| Title | All widgets | Custom display title that overrides the default heading. |
| Distribution Dimension | Distribution chart | Choose what to break down by: Symbol, Direction, or Asset Class. |
| Drawdown Overlay | Equity Curve | Toggle a drawdown area overlay on the equity curve chart. |
| Risk-Free Rate | Sharpe, Sortino | Annualized risk-free rate (%) used in the ratio calculation. Defaults to 0%. |
| Source | Notebook | Which journal page to embed: Today's note, This week's note, or Specific page. Defaults to today's note. |
| Notebook | Notebook | When source is "Specific page", pick which page to display from a dropdown of your journal pages. |
| Sort Order | Journal Entries | Order of entries: Newest first, Oldest first, or Alphabetical. Defaults to newest first. |
| Open Mode | Journal Entries, Journal Folder Tree | How clicking an entry opens it: Dialog (inline modal) or Navigate (full-page navigation). Defaults to dialog. |
| Entry Types | Journal Entries | Filter which entry types to show: Daily, Weekly, Session, Trade, and/or Page. Shows all types when none are selected. |
| Number of Entries | Journal Entries | Maximum number of entries to display: 5, 10, 15, or 20. Defaults to 10. |
| Root Folder | Journal Folder Tree | Scope the tree to a specific top-level folder, or show all folders. Defaults to all folders. |
| Symbol | Price Chart | The instrument symbol to chart (e.g., ES, NQ). Defaults to ES. |
| Default Timeframe | Price Chart | Initial candlestick timeframe (e.g., 1m, 5m, 15m, 1h, 4h, 1D). Defaults to 5m. |
| Show Trade Overlays | Price Chart | Toggle trade entry/exit markers on the chart. Enabled by default. |
Filter Tab
Each widget can carry its own trade filter independent of the global dashboard filter. The filter tab offers the same dimensions as the global filter: date range, status, side, result, instruments, symbols, tags, entry price, position size, weekdays, and time of day.
| Setting | Description |
|---|---|
| Filter Mode | Replace — widget filter fully replaces the global filter. Layer — widget fields override per-dimension, unset fields fall through from the global filter. |
| Filter | Configure any combination of the available filter dimensions for this widget. |
Page Widgets
In addition to the fully customizable dashboard, page widgets can be pinned above the main content on Daily, Weekly, Monthly, Yearly, Trades, Lifetime, Review, and Strategies. This keeps the widget strip aligned with the workflow of the page instead of forcing a separate dashboard visit.
Default Layout
Each supported page has its own desktop-first default composition. Some pages stay KPI-heavy, while others start with charts or multi-strategy lists. All defaults still come from the same widget catalog described on this page.
Customization
- Click Edit Widgets in the toolbar to enter edit mode, where you can add, remove, reorder, and resize widgets.
- Click Collapse to hide the widget area, or Expand to show it again. The collapsed state is remembered per page.
- Click Reset to restore the default widget layout for the page.
Per-Page, Per-Account Layouts
Each page stores its own widget layout independently. Switching trading accounts also switches the widget configuration, so you can have different KPIs for different accounts.