Easily customize your dashboard with widgets that display metrics relevant to your trading style. TraderSync offers two primary types of widgets:
- Top Widgets: Quick, single-value metrics for your dashboard or trades section.
- Side / Center Widgets: In-depth breakdowns of performance are displayed on your dashboard’s right sidebar or the Snapshot report.
How to Select Side / Top Widgets
- Click on the top right-hand side icon that contains 9 dots.
- Click on “Manage Top Widgets” or “Manage Side Widgets“.
- Select the metrics that are relevant to you.
- Click “Save“.
Notes:
- You can pick up to 8 widgets.
- You can reorganize the order of the widgets.
Examples of Widgets in Action
- Account Performance Widget: Track your overall progress with Accumulative Return $, Win %, and more.
- Hourly Widget: See if certain times of day are more profitable. Optimize your trading schedule accordingly.
- Setups Widget: Analyze the profitability of specific setups. Discover what works and where to focus improvement.
List of Side/ Center Widgets
Explore the full power of Report Widgets with these options:
- Tags (Setups, Mistakes, Custom Tags)
- Timeframes (Hourly, Weekday, Monthly, Yearly)
- Entry Price
- Volume
- Status (Winners, Losers, Breakeven, Open)
- Side (Long/Short)
- Spread (Options)
- Symbol
- Call/Put (Options)
- Calendar
- Trading Plan
List of Top Widgets
How Are the Widgets Constructed?
Each widget is built using three key data points:
- Ranges/Buckets: The categories being evaluated (e.g., days of the week such as Monday, Tuesday, etc.).
- Return: The total profit or loss within each category (e.g., total return on Monday, total return on Tuesday).
- Proportional Impact: The significance of each category compared to others, shown as a percentage. This helps identify which category contributes the most to your overall performance.
Example: Day of the Week (Buckets)
| Day of the Week (Buckets) | Return | Proportional Impact |
| Monday | 200 | 40% |
| Tuesday | -50 | 25% |
| Wednesday | -150 | 60% |
| Friday | 300 | 75% |
Determining the Proportional Impact
Step 1: Calculate the totals for all winners and losers.
- Total Winners: $500 = $200 (Monday) + $300 (Friday)
- Total Losers: -$200 = -$50 (Tuesday) + -$150 (Wednesday)
Step 2: Calculate the percentage for positive and negative buckets.
Winners:
- Monday: 40% = $200 (Return on Monday) / $500 (Total Winners) * 100
- Friday: 60% = $300 (Return on Friday) / $500 (Total Winners) * 100
Losers:
- Tuesday: 25% = $50 (Return on Tuesday) / $200 (Total Losers) * 100
- Wednesday: 75% = $150 (Return on Wednesday) / $200 (Total Losers) * 100
By analyzing these metrics, you can identify which days are most profitable and adjust your trading strategy accordingly.
Other Considerations
When you apply filtering criteria to your Trading Journal, all widgets will be updated to reflect the filtered data. This means that the metrics displayed in the widgets will adjust according to the criteria you have set, ensuring that you are viewing the most relevant and specific information for your analysis.