Arrange dashboard widgets

Dashboard widgets display summaries and charts for the data in the current view. Available widgets depend on the workspace’s current dashboard implementation.

Change the layout

1. Open Overview.
2. Select the dashboard edit control in the toolbar.
3. Move or resize a widget using its visible controls.
4. Save or finish editing using the toolbar action before leaving the page.

Use the template control, if shown, to switch between or save a layout. A layout changes how information is arranged; it does not alter underlying trades. Widgets can show no data when the active account or date filters return no records.

If a widget is missing, exit edit mode and check available dashboard options and filters. Use dashboard overview for filter behavior.