Dashboards In-Depth Guide

Custom dashboards are the most powerful way to use Stratosfi. Instead of switching between tabs, you build a single screen that shows everything you need for a specific task — monitoring a sector, tracking a portfolio, analyzing earnings, or managing a crypto trading session. This guide goes beyond the basics and shows you how to build dashboards that work.

Why Custom Dashboards Matter

Every trader has a different workflow. A day trader needs real-time price charts, movers, and volume data. A long-term investor needs portfolio metrics, sector allocation, and news. A crypto trader needs funding rates, liquidations, and sentiment.

Switching between 5-6 different tabs to get the information you need is slow and creates friction. A well-designed dashboard puts all of that on one screen, updated in real time.

Benefits:

• See everything relevant to your decision at a glance
• Reduce context-switching between views
• Synchronize widgets so they all respond to the same ticker
• Save different layouts for different market conditions
• Share dashboards with your team (in organization accounts)

Creating Your First Dashboard

Step by Step

1. Navigate to the Dashboards tab in the top navigation.
2. Click New Dashboard (or the + icon in the dashboard tab bar).
3. Enter a name for your dashboard — something descriptive like "Daily Trading" or "Tech Sector Watch".
4. You start with a blank canvas. Click Add Widget to open the Component Picker.
5. Select a widget type from the catalog (e.g., Chart).
6. Configure the widget — choose a symbol, timeframe, or other settings.
7. The widget appears on the canvas. Drag it to position it and drag its edges to resize it.
8. Repeat steps 4-7 to add more widgets.
9. Your dashboard saves automatically as you make changes.

Quick Start with Templates

If you do not want to start from scratch, click Templates in the dashboard toolbar and choose a pre-built layout. You can customize any template after applying it.

Quick Start with AI

Click AI Builder and describe what you want in plain language:

"Build a dashboard for tracking FAANG stocks with price charts, a news feed, and sector performance."

The AI creates the layout with appropriate widgets pre-configured. You can then adjust as needed.

Available Widgets

Stratosfi offers a broad catalog of widgets. Each one brings a different piece of data or functionality into your dashboard.

Price & Charts

Widget	What It Shows	When to Use It
Chart	Candlestick chart with configurable indicators	Core widget for any trading dashboard — monitor price action
Sparkline	Compact mini-chart showing price trend	When you need a quick visual for multiple stocks without full charts
Quote Panel	Detailed quote — bid/ask, volume, day range, key stats	When you want one stock's complete data in a compact view
Price Flash	Large, prominent price display with real-time updates	For monitoring a single critical price (BTC, key holding, index)

Markets & Discovery

Widget	What It Shows	When to Use It
Market Overview	Major indices with performance	Start-of-day orientation — which way is the market moving
Watchlist	Custom list of symbols with live prices	Track your specific stocks, crypto, or indices
Movers	Top gainers, losers, and most active	Discover opportunities — unusual moves on high volume
Heatmap	Color-coded performance grid by sector or market	Spot sector rotation and broad market themes at a glance
Sector Performance	Sector returns comparison	Monitor which sectors are leading and lagging
World Indices	Global market indices	International exposure — how are Asia, Europe, and US performing

Fundamentals & Analysis

Widget	What It Shows	When to Use It
Financials	Income statement, balance sheet, cash flow	Deep dive into a company's financial health
Peer Comparison	Side-by-side metrics vs. competitors	Compare valuations, growth rates, and margins
Analyst Ratings	Consensus buy/hold/sell and price targets	Quick professional opinion on a stock
Correlation Matrix	How assets move relative to each other	Portfolio diversification analysis, pair trading
ESG Dashboard	Environmental, social, governance scores	ESG-focused investment analysis

Trading & Portfolio

Widget	What It Shows	When to Use It
Portfolio	Your positions with real-time P&L	Monitor your holdings throughout the day
Portfolio Analytics	Performance attribution, Sharpe ratio, drawdown	Weekly review, performance analysis
Portfolio Risk	VaR, stress tests, concentration	Risk management — ensure you are not overexposed
Options Chain	Options contracts with Greeks	Options trading — evaluate contracts and strategies
Alerts	Your active price and condition alerts	Keep alerts visible so you do not miss triggers

Economy & Macro

Widget	What It Shows	When to Use It
Economic Calendar	Upcoming economic events and data releases	Know what macro events might move markets
Earnings Calendar	Company earnings report dates	Prepare for earnings season, manage event risk
Central Bank Monitor	Interest rates and policy decisions	Track Fed, ECB, BOJ, and other central banks
Economic Forecasts	GDP, inflation, and employment projections	Macro outlook for positioning
Fixed Income	Bond yields and yield curves	Interest rate environment and risk-off indicators
FX Dashboard	Currency pairs and exchange rates	Forex exposure, dollar strength analysis
IPO Calendar	Upcoming initial public offerings	Track new listings for potential opportunities

Crypto

Widget	What It Shows	When to Use It
Crypto Markets	Top coins by market cap with 24h changes	Overview of the crypto market
Crypto Screener	Filter crypto by volume, market cap, change	Find crypto opportunities with specific criteria
Crypto Sentiment	Fear & Greed, social volume	Gauge market psychology before trading
DeFi Dashboard	TVL, top protocols, yield opportunities	Monitor decentralized finance ecosystem
Funding Rates	Perpetual futures funding across exchanges	Detect leverage imbalances
Liquidations Tracker	Forced position closures	Identify capitulation and leverage flushes

AI & News

Widget	What It Shows	When to Use It
AI Summary	AI-generated analysis for a stock or topic	Quick research without switching to AI Chat
AI Insights	Sentiment, technical summary, risks, peer context	Automated analysis alongside your manual research
News Feed	Latest articles, filterable by symbol or topic	Stay informed without leaving your dashboard

Variables and Symbol Sync

Dashboard variables are one of the most powerful features. They let multiple widgets respond to the same input, so you can change a single ticker and update your entire dashboard at once.

The $symbol Variable

When you create a dashboard, you can define a $symbol variable. Any widget bound to $symbol will update when you change it.

How it works:

1. In the dashboard toolbar, you will see a Variable Bar with inputs for your dashboard variables.
2. Type a ticker (e.g., AAPL) into the $symbol input.
3. All widgets bound to $symbol instantly switch to show data for AAPL.
4. Change it to MSFT, and every widget updates again.

This means you can build one dashboard for company analysis, then use it for any stock by changing the variable — instead of building separate dashboards for each company.

The $dateRange Variable

The $dateRange variable controls the time window for widgets that support it:

• Chart widgets use it for the visible date range.
• Financial data widgets use it for the reporting period.
• News feeds use it to filter articles by date.

Binding Widgets to Variables

When you configure a widget (click the gear icon), you will see a Bindings section. This lets you connect widget properties to dashboard variables:

• Set the Chart widget's symbol to $symbol
• Set the News Feed's filter to $symbol
• Set the Quote Panel's ticker to $symbol

Now they all move together.

Using Multiple Variables

You can define custom variables beyond the defaults. For example, a comparison dashboard might have $symbol1 and $symbol2, with separate chart widgets bound to each.

Templates

Templates are pre-built dashboard layouts designed for common use cases. They include pre-configured widgets and variable bindings, so you can start working immediately.

Day Trader

Designed for: Active intraday traders monitoring price action and volume.

Includes:

• Multiple Chart widgets with short timeframes (1m, 5m, 15m)
• Real-time Movers widget (top gainers and losers)
• Watchlist with your tracked tickers
• News Feed filtered to market-moving headlines
• Volume and price alerts panel
• $symbol variable for quick ticker switching

Best for: Monitoring intraday momentum, scalping, and catching breakouts.

Investor

Designed for: Long-term investors focused on portfolio health and fundamentals.

Includes:

• Portfolio summary with positions and P&L
• Watchlist with holdings and tracked opportunities
• News Feed for portfolio-relevant news
• Sector Performance for allocation context
• Earnings Calendar for upcoming reports
• Market Overview for daily orientation

Best for: Weekly reviews, tracking holdings, and monitoring upcoming catalysts.

Analyst

Designed for: Research-focused users who do deep analysis on individual companies.

Includes:

• Chart widget with daily timeframe and multiple indicators
• Financials widget (income statement view)
• Peer Comparison widget
• AI Insights panel
• Analyst Ratings widget
• Quote Panel with detailed stats
• $symbol variable to switch between research subjects

Best for: Company deep dives, valuation analysis, and building investment theses.

Crypto

Designed for: Cryptocurrency traders monitoring the digital asset market.

Includes:

• BTC and ETH chart widgets
• Crypto Markets overview (top coins by market cap)
• Funding Rates widget
• Liquidations Tracker
• Crypto Sentiment (Fear & Greed)
• News Feed filtered to crypto
• $symbol variable for quick coin switching

Best for: Active crypto trading, monitoring leverage, and tracking market sentiment.

AI Dashboard Builder

The AI builder creates dashboards from natural language descriptions. It selects widgets, configures them, and arranges the layout — all from a single prompt.

Step by Step

1. Open the Dashboards tab.
2. Click New Dashboard, then click AI Builder in the toolbar.
3. Type a description of what you want. Be as specific as possible — include tickers, widget types, and the purpose of the dashboard.
4. The AI generates the dashboard. Review what it created.
5. If you want changes, tell the AI: "Add a correlation matrix" or "Replace the watchlist with a heatmap."
6. Fine-tune positions and sizes by dragging widgets on the grid.

Example Prompts

Earnings Season Dashboard: "Build a dashboard for earnings season — I want charts for AAPL, MSFT, GOOGL, AMZN, and META with daily timeframes, an earnings calendar showing this week's reports, a news feed filtered to earnings, and AI insights for the $symbol variable."

Oil & Gas Monitor: "Create a dashboard to monitor the oil and gas sector. Include a chart for crude oil (CL=F), natural gas (NG=F), and XLE. Add a heatmap of energy stocks, a news feed for energy, and sector performance comparison."

Macro Analysis: "Build a macro dashboard with yield curve data, S&P 500 chart, dollar index chart, central bank interest rates, economic calendar, and economic forecasts."

Income Portfolio: "Create a dashboard for managing a dividend portfolio — show my portfolio positions, sector exposure, a watchlist of high-dividend stocks (JNJ, KO, PG, T, VZ), and an earnings calendar."

Tips for Better AI Results

• Mention the purpose of the dashboard, not just a list of widgets.
• Include specific tickers you want to track.
• Mention whether you want $symbol synchronization or fixed tickers on each widget.
• If you want a particular layout (e.g., "big chart on the left, smaller widgets on the right"), describe it.

Example Dashboard Builds

Oil & Gas Monitor

Purpose: Track the energy sector, crude oil prices, and key E&P companies.

Layout:

Position	Widget	Configuration
Top left (large)	Chart	Crude Oil (CL=F), daily, with SMA 50 and SMA 200
Top right	Chart	Natural Gas (NG=F), daily
Middle left	Chart	XLE (Energy ETF), daily
Middle right	Heatmap	Energy sector
Bottom left	Watchlist	XOM, CVX, COP, SLB, EOG, OXY
Bottom right	News Feed	Filtered to "oil", "energy", "OPEC"

Variables: $symbol bound to the watchlist. Clicking a stock in the watchlist could open its chart in a separate tab.

Crypto Portfolio

Purpose: Manage an active crypto portfolio with risk monitoring.

Layout:

Position	Widget	Configuration
Top left (large)	Chart	BTC-USD, 4h, with Bollinger Bands and RSI
Top right	Chart	ETH-USD, 4h
Middle left	Funding Rates	BTC, ETH, SOL perpetuals
Middle center	Liquidations Tracker	All assets, 24h view
Middle right	Crypto Sentiment	Fear & Greed index
Bottom left	Crypto Markets	Top 20 by market cap
Bottom right	News Feed	Crypto news

Variables: $symbol to switch the main chart between different coins.

Earnings Watch

Purpose: Prepare for and monitor earnings season.

Layout:

Position	Widget	Configuration
Top left (large)	Chart	$symbol, daily, with Bollinger Bands
Top right	Financials	$symbol, income statement
Middle left	Analyst Ratings	$symbol
Middle right	AI Insights	$symbol
Bottom left	Earnings Calendar	This week and next week
Bottom right	News Feed	$symbol filtered

Variables: $symbol — change it to whichever company is reporting next.

How to use it: Before each earnings report, set $symbol to the reporting company. Review the chart for the expected move (Bollinger Band width indicates implied volatility), check analyst expectations, and read the AI's summary. After the report, switch to the next company.

Tips for Dashboard Organization

Keep Dashboards Focused

A dashboard that tries to show everything ends up showing nothing well. Build separate dashboards for separate purposes:

• One for your morning routine
• One for company research (with $symbol variable)
• One for your portfolio
• One for a specific sector or theme

Use Naming Conventions

Name your dashboards clearly so you can find them quickly:

• "Daily: Morning Routine"
• "Research: Company Deep Dive"
• "Sector: Energy"
• "Portfolio: Weekly Review"
• "Crypto: Trading"

Put the Most Important Widget Largest

Your primary widget (usually a chart) should take up the most space. Supporting widgets (watchlists, news, stats) should be smaller and positioned around the edges.

Group Related Widgets

Place widgets that relate to each other next to each other:

• Chart next to its Quote Panel
• Portfolio next to Risk metrics
• Funding Rates next to Liquidations Tracker

Manage Widget Count for Performance

Each widget with real-time data (charts, quotes, watchlists) maintains a WebSocket connection. Dashboards with many real-time widgets use more bandwidth and CPU.

If your dashboard feels sluggish:

• Reduce the number of live chart widgets (4-6 is usually comfortable)
• Use Sparklines instead of full charts where a trend line is sufficient
• Replace real-time widgets with on-demand ones (Financials, Analyst Ratings) where live data is not critical

Use Variables Consistently

If your dashboard is for researching individual stocks, bind every relevant widget to $symbol. This way you change one input and the whole dashboard follows. Do not leave some widgets hardcoded to one ticker while others use the variable — it gets confusing.

Duplicate and Customize

If you have a dashboard you like, duplicate it and modify the copy for a different purpose. This is faster than building from scratch and ensures a consistent layout style.

Related Features

• Custom Dashboards — basic dashboard documentation
• AI Analysis — AI capabilities used in the AI builder
• Charts & Indicators — chart widget configuration
• Common Workflows — workflows that use dashboards
• Investment Strategies — strategies you can build dashboards around