Skip to main content

Overview

The Deltalytix dashboard provides a fully customizable, widget-based interface where you can arrange your trading analytics exactly how you want them. With drag-and-drop functionality, responsive layouts, and 25+ widget types, you have complete control over your trading workspace.

Key Features

Drag & Drop Interface

Easily rearrange widgets by dragging them to new positions. Your layout is automatically saved and synced across devices.

25+ Widget Types

Choose from charts, statistics cards, tables, AI chat, calendar, and more. Each widget is designed for specific trading insights.

Responsive Layouts

Separate layouts for desktop and mobile devices. Widgets automatically resize and reposition for optimal viewing on any screen.

Multiple Size Options

Resize widgets from tiny (statistic cards) to extra-large (full-width tables). Each widget type supports specific size configurations.

Widget Categories

Charts

Visualize your trading performance with interactive charts:
  • Equity Chart - Track your account balance over time with daily P&L visualization
  • P&L Bar Chart - Daily profit and loss breakdown
  • Weekday P&L - Performance analysis by day of week
  • Time of Day Chart - Identify your most profitable trading hours
  • P&L by Side - Compare long vs short position performance
  • P&L per Contract - Analyze performance by instrument
  • Tick Distribution - See the distribution of your winning and losing ticks
  • Time in Position - Understand how long you hold trades
  • Daily Tick Target - Track progress towards daily tick goals

Statistics Cards

Quick-glance metrics displayed in compact cards:
  • Trade Performance - Win rate, break-even rate, and loss rate (e.g., 65% / 10% / 25%)
  • Cumulative P&L - Total profit/loss across filtered trades
  • Average Position Time - Mean duration of your trades
  • Winning Streak - Current and longest winning streaks
  • Long/Short Performance - Compare directional bias
  • Profit Factor - Ratio of gross profit to gross loss
  • Risk/Reward Ratio - Average risk vs reward metrics

Tables & Data

  • Trade Table Review - Comprehensive trade log with inline editing, comments, tags, and images
  • Propfirm Accounts - Monitor funded account equity curves and drawdown limits
  • Tag Widget - Visual tag management and filtering

AI & Tools

  • AI Chat Widget - Conversational AI trading coach for insights and analysis
  • Calendar Widget - Monthly P&L calendar with daily summaries
  • Mindset Widget - Trading journal with emotion tracking and news correlation

Customizing Your Dashboard

1

Enable Customization Mode

Click the Customize toggle in the toolbar at the top of the dashboard. Widgets will display a drag handle when you hover over them.
2

Add Widgets

Click Add Widget in the toolbar and select from available widget types. New widgets are automatically positioned in the best available space.
3

Rearrange Widgets

Hover over any widget to reveal the drag handle. Click and drag to reposition. Other widgets will automatically adjust to make space.
4

Resize Widgets

Click the resize icon (expand/contract) on any widget to change its size. Available sizes depend on the widget type:
  • Tiny - Compact stats (e.g., 3-column width, 1-row height)
  • Small - Standard stats or small charts
  • Medium - Most charts and widgets (default)
  • Large - Larger charts and tables
  • Extra-Large - Full-width tables and calendars
5

Remove Widgets

Click the remove icon (minus sign) on any widget. Confirm the deletion in the dialog that appears.
6

Save Your Layout

Your layout is automatically saved as you make changes. Click Done to exit customization mode.

Layout Management

Desktop vs Mobile Layouts

Deltalytix maintains separate layouts for desktop and mobile devices:
  • Desktop Layout - 12-column grid with flexible widget positioning
  • Mobile Layout - Single-column layout with stacked widgets
Changes to one layout don’t affect the other, allowing you to optimize for each device type.

Restoring Defaults

If you want to start fresh:
  1. Open the customization toolbar
  2. Click the options menu (three dots)
  3. Select Restore Default Layout
  4. Confirm the action
This replaces your current layout with the default Deltalytix configuration, which includes:
  • 4 statistics cards (Trade Performance, Cumulative P&L, etc.)
  • Equity chart
  • P&L bar chart
  • Trade table review

Removing All Widgets

To completely clear your dashboard:
  1. Open the customization toolbar
  2. Click the options menu
  3. Select Remove All Widgets
  4. Confirm the action
You can then add widgets one-by-one to build your custom layout.

Widget-Specific Features

Interactive Charts

All chart widgets include:
  • Hover tooltips - Detailed values on hover
  • Zoom & pan - Navigate through historical data
  • Time period filtering - Respect global date filters
  • Export options - Download chart data or images

Statistics Cards

Compact performance metrics with:
  • Real-time updates - Automatically refresh with filter changes
  • Color coding - Green for positive, red for negative
  • Contextual icons - Visual indicators for metric types
  • Tooltip explanations - Hover for calculation details

Trade Table

The most feature-rich widget:
  • Inline editing - Click any cell to edit trade data
  • Rich comments - Add formatted notes with images
  • Tag management - Apply multiple tags to trades
  • Image attachments - Upload and view trade screenshots
  • Bulk operations - Edit multiple trades at once
  • Column customization - Show/hide columns, reorder, resize
See Trade Journal for detailed table features.

Tips for Optimal Layouts

Start with statistics cards at the top for quick KPI overview, followed by your most-used charts in the middle, and detailed tables at the bottom.
Group related widgets together. For example, place P&L charts near cumulative P&L cards, or time-based charts next to average position time stats.
Mobile users: Keep your mobile layout minimal with only essential widgets (3-5 widgets recommended) for faster loading and better usability.
Some widgets require minimum sizes to display properly. Charts cannot be set to “tiny” size, and tables require at least “large” size.

Performance Considerations

  • Widget limit: While there’s no hard limit, we recommend keeping your dashboard under 15-20 widgets for optimal performance
  • Large datasets: If you have 10,000+ trades, consider using date filters to improve widget rendering speed
  • Mobile performance: Fewer, smaller widgets will load faster on mobile devices

Tabs Organization

Your dashboard is organized into three main tabs:
  1. Widgets - Your customizable dashboard (described above)
  2. Table - Full-screen trade table view with all editing features
  3. Accounts - Propfirm account management and equity tracking
Switch between tabs using the tab bar below the main navigation.

Next Steps

Analytics & Metrics

Dive deep into performance metrics and pattern recognition

Trade Journal

Learn about the advanced trade table and journaling features

Build docs developers (and LLMs) love