Dashboard Layout
The Terminal uses a freeform canvas system inspired by professional trading desktops. Every panel can be positioned, resized, and layered freely -- no rigid grid constraints.
Canvas Workspace
The workspace is an infinite canvas where panels float as independent windows. You can:
- Drag any panel by its header bar to reposition it
- Resize from any edge or corner using 8-direction resize handles
- Overlap panels and control layering with bring-to-front (click any panel to raise it)
- Zoom in and out using scroll wheel or the zoom controls in the toolbar
- Pan the canvas by dragging empty space
Hold Shift while scrolling to zoom. The canvas supports zoom levels from 25% to 200%.
Snap-to-Grid
When snap-to-grid is enabled (the default), panels align to a 20px grid as you drag and resize them. This helps maintain clean, aligned layouts. Toggle it from the layout toolbar.
When the grid is visible, faint gridlines appear on the canvas background to guide positioning.
Layout Presets
The Terminal ships with five built-in presets optimized for different workflows:
| Preset | Modules | Use Case |
|---|---|---|
| Simple | 3 | Watchlist, Chart, Order Entry -- clean and minimal |
| Classic | 7 | Full trading terminal with book, positions, and orders |
| Chart Focus | 3 | Maximized chart with order book and entry stacked on the right |
| Compact | 6 | Fits smaller screens while keeping core modules |
| Execution | 7 | Orders, execution log, and TCA prominent for monitoring fills |
Switch presets from the layout toolbar dropdown. Applying a preset replaces the current arrangement and centers the layout on screen.
Auto-Layout Modes
When your workspace gets cluttered or you add several modules at once, use auto-layout to tile panels automatically. Three packing algorithms are available:
Dashboard (Default)
Priority-based row packing. Respects each module's maximum width cap and stretches list-style modules (Watchlist, Positions, Orders, Execution Log) vertically to fill gaps. Produces a clean, professional layout.
Compact
True MaxRects bin packing at minimum panel sizes. Maximizes density by fitting as many modules as possible into the smallest area. Useful when you have many modules active.
Masonry
Column-based waterfall layout. Panels flow into columns like a masonry grid, filling the shortest column first. Good for dashboards with many similarly-sized modules.
Auto-layout only moves unlocked panels. Locked panels stay fixed in place while unlocked panels rearrange around them.
Adding and Removing Modules
Open the module sidebar to browse all available panels organized by category:
- Trading Core -- Chart, Order Book, Order Entry, Watchlist, etc.
- Markets -- Top Movers, Screener, Heatmap
- Portfolio -- Equity Curve, Allocation, Performance, Trade History
- Risk -- Exposure, Concentration, Drawdown, Risk Limits
- Wallet -- Balances, Venue Connections
- Automation -- Strategy Builder, Code Editor, Backtest
- Developer -- API Keys, Webhooks, Playground
Click any module to add it to the canvas. New panels are placed at the center of the viewport in an empty position that avoids overlapping existing panels. To remove a module, click the X button on its header bar.
You can also add multiple instances of the same module. For example, open two Chart panels side by side to compare different timeframes.
Locking Panels
Lock individual panels to prevent accidental moves:
- Click the lock icon on a panel's header to toggle its lock state
- Use Lock All in the toolbar to freeze the entire layout
- Use Unlock All to release everything
Locked panels cannot be dragged or resized. They are also preserved during auto-layout -- only unlocked panels get rearranged.
Keep Current Sizes
When triggering auto-layout, you can choose to preserve sizes. This keeps each panel at its current user-set dimensions while only rearranging positions. Without this option, panels revert to their default recommended sizes.
Saving Custom Presets
After arranging your workspace, save it as a custom preset:
- Arrange panels to your liking
- Open the layout toolbar and click Save Layout
- Enter a name and description
- Your preset appears in the preset list alongside the built-in ones
Custom presets persist across browser sessions via localStorage. Delete them from the preset menu when no longer needed.
Reset
If the layout becomes corrupted or you want to start over, use Reset Layout in the toolbar. This reverts to the currently active preset (or Classic if no preset is active). Locked panels are preserved during reset -- unlock them first for a full reset.
Clearing browser data or localStorage will remove all custom presets and layout state. The Terminal will revert to the Classic preset on next load.