Dashboards
Select, create, configure, and recover dashboard layouts.
Dashboards
Open Cockpit from the icon rail. The Dashboards section of the sidebar lists your dashboards. Tradeways includes system dashboards. You can also create personal dashboards and receive shared dashboards through mentoring.
The selected account remembers its last active dashboard. A dashboard keeps one layout. That layout is the same for every account that opens it.
Under All Accounts, widgets combine the accounts in scope and report in your main currency. A notice above the widgets reports the portfolio items that were excluded because an exchange rate is missing.
Select and manage dashboards
Select a dashboard in the Cockpit sidebar. Star a dashboard to add it to Favorites. When at least one dashboard is starred, the sidebar lists only the starred dashboards.
Open Manage on the Dashboards section header to create, rename, describe, restyle, favorite, duplicate, or delete personal dashboards. A system dashboard can also be duplicated. Deleting the active dashboard makes Tradeways select an available default.
The manage panel counts your personal dashboards against the limit of your plan. A dashboard above that limit stays in the list as locked. Opening a locked dashboard shows an upgrade action and a link back to an accessible dashboard.
A system dashboard is read-only. Select Edit on it. Tradeways then asks to create your personal copy and opens that copy for editing. The original system dashboard remains available.
Edit the layout
Select Edit on a personal dashboard. Drag a widget by its header to move it. Resize a widget from its edge. Remove a widget with the close control in its header.
The edit toolbar has Desktop, Tablet, and Mobile. Select a width to preview and arrange the layout for that width. Each width keeps its own arrangement.
Select Add Widget to open the widget panel. Search or browse the catalog. Some sections are built from the selected account's own symbols, asset classes, and tags. The panel also has a form to suggest a new widget. See Widgets for the catalog.
Select Save to keep the layout. Select Cancel to discard the editing session. Switching dashboards or closing the tab with unsaved changes asks for confirmation first.
If the same dashboard changed on another device, Tradeways reports the conflict and keeps your changes. Saving again replaces the other version.
Configure a widget
Open the widget settings while the dashboard is in edit mode. The dialog has three tabs.
Settings holds the options of that widget. They can include a title, account, symbol, chart interval, journal source, strategy scope, ranking, or calculation option.
A pinned account makes the widget use that account instead of the current dashboard account. The widget shows an unavailable state if that account is removed, locked, or no longer shared.
Filter gives the widget its own trade filter. Replace uses the widget filter instead of the dashboard filter. Layer combines it with the dashboard filter.
Style sets how one widget looks. The widget follows your Appearance setting until you select Override.
Loading, empty, partial, and error states
A loading widget is waiting for its source query. An empty widget has no records in the selected account and filter. A partial or unavailable widget identifies data that cannot be combined or calculated.
Check the account, date range, display currency, starting balance, instrument setup, and filter before you retry. A widget that fails to load offers Retry. The retry affects that widget only.
Shared dashboards
A dashboard shared through mentoring follows the student's permissions. The mentor can view only the accounts and related sources that the student shared. A shared dashboard is read-only. The mentor cannot edit its layout and cannot open the dashboard manager. Revoked access changes affected widgets to an unavailable state.