Add and manage dashboard cards

The dashboard is a customizable workspace for Playbooks, trade activity, market context, and performance review.

Available cards can include:

• Playbook cards;
• Trade Tape;
• Trade History;
• Trade Intelligence Center;
• GEX / OI;
• Crypto Gamma.

Card availability and quantity depend on the account's effective limits.

Add a card

1. Open Settings.
2. Select Dashboard.
3. Choose any required instrument or market.
4. Select the card you want to add.

Move or resize a card

1. Enter layout-editing mode.
2. Return to the dashboard and drag the card to the intended position.
3. Resize the card where the layout supports resizing.
4. Exit edit mode after the layout is correct.

Remove a card

1. Enter layout-editing mode.
2. Use the card's remove control.
3. Confirm the layout change if prompted.

Removing a card from the layout does not normally delete the underlying Playbook, trade data, report, or account setting.

When a card cannot be added

Common reasons include:

• the maximum number of GEX/Gamma cards has been reached;
• the maximum number of streamed symbols has been reached;
• the card is already present where duplicates are not supported;
• the feature is unavailable for the current account state.

Compare your current card and streamed-symbol usage with the effective limits shown for your account.