Boards and widgets

Open Summary from the account menu. A board is a container — your own analytics workspace, like a "My month" or "Risk" dashboard. Each board holds widgets, and each widget presents one kind of data, from a cumulative-profit chart to a detailed stats table.

Settings exist at both levels. Board settings set the general frame (date range, grouping); widget settings drill in and override the board for that one widget.

Creating and managing boards

Create a board with the + next to the board tabs, name it, and click Create. Manage each board through its icons:

  • •Edit — board settings.
  • •Duplicate — copy the board with all its widgets.
  • •Share — generate a public link to the board.
  • •Delete — remove the board (which also removes its share link).

Adding and customizing widgets

Click Add widget, pick a type from the catalog, and configure it. The button itself shows your usage as Add widget ({count}/{limit}) — the limit is your plan's widget cap, enforced in the UI.

Open a widget's settings (the pencil) to set its date range and groupings; use the paint icon to color it and drag its corner to resize. Widget settings override the board for that widget, so you can mix, for example, a SHORT-only widget onto a board that otherwise shows everything.

Boards and widgets per plan

Your plan sets how many boards you can create, how many widgets you can place, and how much of the widget catalog you can access:

  • •Novice (free) — 1 board, 3 widgets, access to 60+ widget types.
  • •Novice Plus — 2 boards, 8 widgets, access to 80+ widget types.
  • •Trader — 3 boards, 16 widgets, access to 90+ widget types.
  • •Trader Pro — unlimited boards and widgets, access to 90+ widget types.

Where to compare plans

The board and widget limits above are the analytics side of each plan. For the full comparison — history depth, connections, AI Coach messages, and voice-note minutes — see the in-app membership page and the feature overviews.

Private mode and sharing

To share analytics without revealing exact figures, enable Private mode on a widget or board — it anonymizes the numbers and shows relative values only.

Click the share icon on a board to create a public link anyone (including guests) can open. Deleting the board removes the link; duplicate the board first if you want to keep a copy.

Real-time updates

Data is calculated in real time, but widgets refresh on demand — use Refresh data to pull the latest. Widgets set to a rolling time preset (like "7 days" or "Current day") also refresh themselves daily to stay current.