Dashboard Overview
Navigate the TradeLogist dashboard and understand your trading metrics at a glance
4 min read
Dashboard Overview
Your dashboard is the command center for your trading journal. Here's what you'll find.
Main Navigation
Top Bar
The top navigation includes:
- Logo: Click to return to dashboard
- Search: Find trades quickly (Ctrl/Cmd + K)
- + New Trade: Quick trade entry
- Notifications: Alerts and updates
- Profile: Settings and account
Sidebar
Access main sections:
| Section | Purpose |
|---|---|
| Dashboard | Overview and metrics |
| Trades | View and manage trades |
| Calendar | Visual trade calendar |
| Analytics | Detailed performance |
| Strategies | Strategy management |
| Settings | Account preferences |
Performance Cards
Key Metrics
At the top of your dashboard:
- Total P/L: Overall profit/loss
- Win Rate: Percentage of winning trades
- Profit Factor: Gross profit / Gross loss
- Total Trades: Number of trades logged
Time Filters
Filter metrics by period:
- Today
- This Week
- This Month
- This Year
- Custom Range
Recent Trades
Trade List
Shows your most recent trades:
- Symbol and direction
- P/L with color coding
- Date and time
- Strategy used
Quick Actions
From the list you can:
- Click to view details
- Edit trade information
- Add notes or tags
Performance Chart
Equity Curve
Visual representation of your account growth:
- Cumulative P/L over time
- Peaks and drawdowns
- Growth trajectory
Chart Controls
- Zoom in/out
- Select time range
- Toggle data points
Calendar Widget
Monthly View
Quick look at trading days:
- Green: Profitable day
- Red: Losing day
- Size: Trade volume
Click to Explore
Click any day to see:
- Trades that day
- Daily P/L
- Notes and details
Statistics Panel
Trading Stats
Deeper metrics:
| Metric | What It Shows |
|---|---|
| Average Win | Mean winning trade |
| Average Loss | Mean losing trade |
| Largest Win | Best single trade |
| Largest Loss | Worst single trade |
| Win Streak | Consecutive winners |
| Loss Streak | Consecutive losers |
Strategy Performance
By Strategy
If you use strategies:
- See performance per strategy
- Compare win rates
- Identify best performers
Quick Comparison
At a glance:
- Which strategies work best
- Where to focus
- What needs review
Customization
Rearrange Widgets
Customize your layout:
- Click Customize (top right)
- Drag widgets to reorder
- Toggle widgets on/off
- Save your layout
Widget Options
Available widgets:
- Performance Cards
- Recent Trades
- Equity Curve
- Calendar
- Statistics
- Strategy Overview
Quick Actions
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| N | New trade |
| / or Ctrl+K | Search |
| D | Dashboard |
| T | Trades |
| C | Calendar |
| ? | Show all shortcuts |
Action Buttons
Quick access to:
- Add new trade
- Import trades
- Export data
- View reports
Mobile View
Responsive Design
On mobile devices:
- Sidebar becomes menu
- Cards stack vertically
- Touch-friendly interface
- Full functionality
Dashboard Tips
Daily Routine
- Check daily P/L
- Review open trades
- Log any new trades
- Check calendar for patterns
Weekly Review
- Look at equity curve
- Compare strategies
- Identify patterns
- Note insights
Using Filters
Filter to focus:
- This week for recent
- This month for trends
- Custom for specific periods
Getting Help
Need Assistance?
- Click ? for help
- Search documentation
- Contact support
Next Steps
- Your First Trade - Add a trade
- Key Metrics - Understand numbers
- Calendar View - Visual trading