Settings

Open Settings from the bottom of the sidebar. The tabs on the left are Profile, Notifications, Status, Theme, Calendar, Export and API Access. Changes save as you make them unless a section says otherwise.

Profile

Profile Information

• Username and Email come from the service you log in with, so you can't change them here.
• User ID (for debugging) and Workspace ID (for debugging): the copy button puts the ID on your clipboard. Include it when you report a problem; it helps us find your data quickly.
• Logout signs you out on this device.

Sidebar Brand Customization

Changes the name and picture at the top of the sidebar, for example to show your own trading name.

• App Title (default "MyTraderDash") and App Subtitle (default "Trading Dashboard"): type the new text; it saves when you click outside the box.
• Custom Logo: Upload Logo picks an image (smaller than 500 KB). Remove goes back to the standard icon.
• Reset Branding to Defaults restores the title, subtitle and logo.

The small MyTraderDash card in the bottom-right corner of the screen always shows "MyTraderDash" and can't be changed.

Invite someone

Lets someone open their own MyTraderDash account on this server. It appears only when this server lets you invite people. On our service anyone can sign up, so you may not need it there.

• Type their email address and click Send invitation. They have 7 days to sign in with that exact address, using any sign-in service that confirms it. Their data is theirs alone: you don't see it, and they don't see yours.
• The message after sending is the same for every address. It never tells you whether the person already has an account.
• If the server can't send email, the message says so. Tell them yourself to sign in with that address.
• Pending invitations lists the ones not used yet, with the day each one ends. The X cancels one. Inviting the same address again gives them another 7 days.

Danger Zone

Delete My MyTraderDash Account deletes your whole MyTraderDash account: every broker account, trade, journal entry, template, tag, setting and preference. A window lists what will go; click Yes, Delete Everything to confirm. You're logged out right after. This can't be undone.

Deleting your account costs nothing. If you don't accept a change to the Terms of Service or the Privacy Policy, this is how you refuse it; the screen that asks you to accept a change also offers it (see Your first login).

Notifications

Choose what MyTraderDash tells you about, and how. The links at the bottom of each email or push notification can also turn things off. Alerts on single watchlist items are set on the Watchlists page. How alerts work: Alerts.

Push Notifications

Push sends notifications to your phone. It's greyed out until a phone with the MyTraderDash app is signed in to your account, and the rows' Push switches are greyed out with it. While push can't reach you (no phone yet, or Push switched off), anything set to push goes by email instead.

Alerts & Reminders

Alerts fire in the session, after hours and pre-market (7:00 AM to 8:00 PM Eastern time): one alert per move, and again at each further step. Each item has its own on/off switch and its own Email / Push switches, which show exactly where it goes. Open Positions starts on Push; the reminders and the digest start on Email. A row set to push shows Email on and locked while push can't reach you, because that's where it goes until then.

More about each:

• Open Positions also has Keep mutes after a position closes. When it's off, a position you muted alerts again if you reopen it. The link below it goes to the Watchlists page, where you can mute or tune single positions and choose which accounts are watched.
• The reminders cover your open positions, plus watchlist tickers you opt in.
• Digest: How often is Weekly (last trading day) or Daily (every trading day). You can Include watchlist tickers among the movers, and add Coming up ex-dividend and earnings dates.
• The threshold must be between 0 and 100 %. Type a number and press Enter or click outside the box to save.
• To hear when the market moves, give SPY, QQQ, DIA or IWM a Daily Swing % on a watchlist (new accounts start with a Market Indices watchlist set to 3%).

Status

System Status shows whether the parts of MyTraderDash are working: All Systems Operational, Partial Outage or System Outage. The Services list checks your internet connection, the MyTraderDash server, its database, the login service, this browser's storage and the offline helper (service worker). It refreshes every 30 seconds; Refresh checks now.

If something is down and you can't work, use the Feedback button in the sidebar to tell us.

Theme

You can also get here by clicking the theme name at the bottom of the sidebar.

Themes

• Current Theme shows the theme in use.
• Enable transparency effects lets cards and other panels be partly see-through.
• Theme Library: Built-In Themes, Holiday Themes and, once you make some, Custom Themes. Apply switches to a theme.
• On each theme you can Duplicate it, Upload background (an image behind the app) or Remove background. Custom themes can also be edited and deleted.
• Create Theme opens the theme editor: give it a Theme Name, pick a color for each part (Background, Text, Card Background, Primary, Profit, Loss...), try it with Preview, then Save Theme.

The Display card below the themes holds the rest of this tab:

Reports Chart Type

Sparkline Chart Style sets the small TREND charts in the Trade Log's Reports tab: Line Chart (running total) or Bar Chart (each month's result).

Card Display Defaults

Whether cards start Expanded or Collapsed: on the Dashboard, the Holdings Card, Top Performers Card and Recent Activity Card; on the Dividends page, Yearly Summary by Ticker, Dividend Income Growth, Dividend Yield Comparison, Dividend Income Heatmap and Dividend Income Forecast. Once you open or fold a card yourself, the app remembers that instead.

Holdings Table Columns

Which columns the Dashboard's Holdings card shows: Shares, Avg Cost, Value, Return %.

Compare Tickers Table Columns

Which columns the Compare tab of Ticker Reports shows: Win Rate, Trades, Shares, Avg Cost, Invested, Dividends, Return, Return %.

Events Default Accounts

Which accounts are ticked at first in the Calendar page's yearly summary filter. Select All ticks them all; Clear (Show All) leaves none ticked, which shows every account. See Calendar.

Card Visibility

Show or hide cards: on the Dashboard, Holdings Card, Top Performers Card and Recent Activity Card; on the Dividends page, Metrics Cards, Yield Comparison, Yearly Summary, Growth Chart, Income Heatmap, Forecast Chart and Projections Card.

Calendar

Calendar Colors sets the colors of the Calendar calendar:

• Event Colors: Earnings Reports, Ex-Dividend Dates, Economic Events, Market Holidays.
• Dividend Colors: Paid and Estimated. Dividends are colored by whether they were paid or are an estimate.

Click a color square to change it. Preview shows the calendar's legend with your colors; Reset to Defaults restores the original colors.

Export

Export Settings lists your export preferences:

• Default Export Format by Page: for Dividends, Trade Log, Tax Reports, Events, Ticker Reports and Journal.
• Fallback Export Format: used when a page has no default of its own.
• Date Format: how dates are written: Short (Jan 1, 2025), Long (January 1, 2025) or ISO (2025-01-01).
• Currency Format: how amounts are written: with a symbol ($100.00), with the currency code (100.00 USD) or as plain numbers (100.00). In Excel the amounts stay numbers; only their display changes.
• Include Headers: the column-name row at the top of each table.
• Include Totals: the totals row at the bottom of a table, where the export has one.
• Include Filter Info: the lines under the title that say what the export covers (accounts, period, years, tickers). Shown in PDF and Word files.

These five apply to the exports of the Dividends, Dashboard, Ticker Reports, Journal and Tax pages, as PDF, Word, Excel or CSV. Two exports never change:

• Export Trades (Trade Log and Events) keeps its own fixed format (ISO dates, plain amounts), so you can import it back.
• JSON files always have ISO dates and plain numbers, for programs to read.

Each page's Export button starts with the format you set for that page; you can still pick another before exporting.

API Access

For people who write their own scripts. An API key is a password a program uses to send trades into your account without you logging in.

• Generate API Key: give the key a name (for example "Trading bot"), tick what it may do (Read your trading data, Add, change and delete your data, or both: both is the default, and a key that may do nothing can't be made), optionally an Expires day (the key lasts until the end of that day), then Generate Key. The key is shown once: copy it and keep it somewhere safe.
• The list shows each key's name, its first characters, what it may do (Read only, Write only or Read & write), when it was created and last used, and when it expires. The trash icon revokes a key; scripts using it stop working right away. An expired or revoked key is refused.
• A key can't delete your account, and can't create, list or revoke keys: that takes signing in.
• Import API Usage shows example commands for sending a file or a list of trades. You get an email for every import, whether it worked or failed.

Connected apps

Apps you allowed to use MyTraderDash on your behalf, such as your own AI assistant. With Read your assistant can look at your accounts, today's figures, positions, trades, dividends and income, what's coming up, your journal and your watchlists. With Add, change and delete it can also record trades (one, or many at once as an import), change or delete a trade, tag a position, write, change and delete journal entries, and add or remove watched tickers; it never touches your account, your keys or your settings. An app asks to connect; you sign in and see what it asks for (Read your trading data, Add, change and delete your data), untick what you don't want, and Allow or Don't allow. The list shows each connected app, what it may do, when you connected it and when it last called. Disconnect stops it at once; it can ask again later and you decide again. An app never gets your account or your keys, whatever you allow. Where connecting apps isn't offered yet, the card says so.

When you connect an app you also choose Stay connected for: Until I disconnect it (the default), or 7, 30 or 90 days. The list shows when each app expires. Past that moment the app stops working and has to ask to connect again; it stays in the list, marked expired, until you disconnect it.