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Help Centre

114 guides on importing trades, connecting brokers and everything else in RizeTrade.

Dashboard widgets

Your Dashboard is the performance home screen. It shows up to four stat cards plus chart widgets you can rearrange.

The Dashboard, with widgets for cumulative P&L, trading score, daily P&L and the month calendar.The Dashboard, with widgets for cumulative P&L, trading score, daily P&L and the month calendar.

View modes

Dashboard numbers can switch between Net P&L, Gross P&L and R-Multiple.

Stat cards

Stat cards sit in the upper row. You can show up to 4 at a time.

| Widget | What it shows | | --- | --- | | Profit Factor | How your winning P&L stacks up against your losing P&L. | | Avg Hold Time | Average hold time for winners vs losers. | | Avg Win/Loss | Your average win size next to your average loss size. | | Win Rate | The share of trades that finished as winners. |

Chart widgets

| Widget | What it shows | | --- | --- | | Cumulative P&L | Your running performance curve over time. | | Trading Score | A score built from Win Rate, Consistency, Profit Factor, Avg W/L and Risk Mgmt. | | Progress Tracker | Your daily discipline score and heat map. | | Daily P&L | Day-by-day profit and loss. | | Calendar Heatmap | A month calendar colored by each day's net P&L and trade count. | | Trade Efficiency | Your last 30 closed trades. The bar is P&L kept; the line is the available range. | | Profit by Hour | Which entry hours are more or less profitable. | | Recent Trades | Your five most recent closed trades. | | Risk Analysis | Average win vs average loss, with expectancy. | | Trade Duration | How long your trades last next to their P&L. | | Hour of Day | Performance broken down by start hour. | | P&L Distribution | How often wins and losses fall into different size buckets. | | P&L Projection | Your actual P&L curve next to projections without each mistake. | | Day of Week | Which weekdays you perform best or worst. | | Most Traded Symbols | The symbols you trade most often. | | Symbol Performance | Winning and losing symbols side by side. | | Tag Breakdown | Your top 8 tags by absolute net P&L. |

Customize the layout

  1. On the Dashboard, open Customize.
  2. Select Edit Layout.
  3. Drag widgets to swap positions, or remove a widget with the x.
  4. Click Add Widget to open Add or Remove Widgets.
  5. Filter with All, Stat Cards or Charts, then toggle widgets.
  6. Click Done, then Save.

You can also choose Reset to default.

Save and switch templates

  1. Open Customize, then Templates.
  2. Click a template row to switch layout.
  3. To create one, type a name and click Create.
  4. Rename with the pencil control.
  5. Delete is available only when you have more than one template.

When the Dashboard looks empty

  • No accounts selected — select one or more accounts from the sidebar.
  • No Trades Match Your Filters — import trades or reset your filters.

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