The Mini Dashboard: Overview

The Mini Dashboard is the panel that sits at the top of your Journal, directly above the trades table. It gives you a live read on your account — how much you're set to risk on the next trade, whether you're in a drawdown, your daily and weekly limits, your performance stats, and the current market context (clocks, session, news) — all without leaving the Journal.

Where it lives

It's the first thing at the top of the Journal page. By default it stays pinned to the top of the screen while you scroll through your trades, so your key numbers are always in view. You can unpin it, change how much it shows (density), or hide parts of it — all covered in the other articles in this series.

How the panel is stacked

From top to bottom, the panel always renders in the same order:

• Mini Dashboard title row — the labelled header with a small bar-chart icon; when you scroll the main Journal toolbar off-screen while pinned, it also reveals quick actions (account picker, Checklist, Risk Calculator, Refresh/Sync, + Add Trade).
• QUICK SETTINGS bar — the always-visible control strip that holds the Journal / Dashboard tabs and the View switcher.
• Context strip — clocks, trading session, news countdown, NYSE opening-bell countdown, stock-market status, and US bank-holiday badges (shown in the fuller layouts).
• The status boxes — Next Trade Risk, Recovery Status, and the Limits Tracker.
• The stats grid — Profit, Total R, Win Rate and the rest of your performance metrics.
• Limit bars and prop-firm progress — daily/weekly progress bars and, for prop accounts, your evaluation or funded progress.
• The metrics bar — a compact Balance / Equity / Today strip that sits directly above your trades.

The two tabs: Journal and Dashboard

The QUICK SETTINGS bar has a two-button tab pair — Journal and Dashboard. Clicking a tab only changes which row of controls you see; it never changes your data. The Journal tab holds controls for how the trades table looks (row density, column presets, table style, show/hide toggles, sort, header color). The Dashboard tab holds controls for the summary panel itself (density, limit bars, pin, and the NYSE Opening Bell alert). The Dashboard tab is the default.

One switch controls how much you see

The amount of the Mini Dashboard shown is set by a single control on the Dashboard tab: the density switch. Its buttons are Minimal, Risk, Stats, Full, and (for stock accounts only) Stocks. Minimal shows just the compact metrics bar; Full shows everything. The middle options let you keep only the risk cards or only the stats grid. It starts on Full.

Phone, tablet, and desktop

• Phone — a dedicated compact layout appears: a tappable Mini Dashboard heading, a slim always-visible Balance/Sync bar, and (when expanded) a context card, an optional Next Trade Risk row, and four stat cards.
• Tablet — the full boxes render, with the detailed metrics bar as its own sticky strip above the table.
• Desktop — the full pinned/unpinned sticky behavior and the two-bar layout are available.