Dashboards & Workspaces
Your Personalized Intelligence Center
TRAK AI's dashboard and workspace system lets you organize market intelligence exactly how you need it—whether you're a solo trader tracking specific setups, a research team collaborating on analysis, or a community coordinating decisions. This page shows you how to build custom views, share insights, and maximize productivity.
Understanding Dashboards vs Workspaces
Key Concepts
Think of it this way:
Dashboard = Your personal desktop setup
Workspace = Your team's shared office
Creating Your First Dashboard
Step-by-Step Dashboard Setup
1. Start from Template or Blank Canvas
2. Customize Your Layout
TRAK AI uses a drag-and-drop widget system. Each widget represents a different data view:
Available Widget Types:
Signal Feed
Live stream of signals
Monitoring real-time opportunities
Watchlist
Asset tracking with quick stats
Portfolio oversight
Chart Panel
Price charts with overlays
Technical analysis
Event Timeline
Chronological event history
Understanding context
Risk Metrics
Portfolio risk dashboard
Risk management
Sentiment Gauge
Community mood indicators
Contrarian timing
Flow Monitor
Exchange flows visualization
Whale watching
Heat Map
Market-wide overview
Sector rotation
Custom Query
Build your own view
Advanced users
3. Example: Day Trader Dashboard
Dashboard Customization Options
Layout Control
Grid System
Dashboards use a flexible grid where you can:
Resize widgets: Drag corners to expand/shrink
Reposition widgets: Drag-and-drop to new locations
Stack widgets: Create tabs within a single space
Span columns: Make important widgets larger
Widget Settings (Per Widget)
Pre-Built Dashboard Templates
1. Active Day Trader
Purpose: Monitor multiple assets and catch high-frequency opportunities
Widgets Included:
Live Signal Feed (high confidence only)
6-asset Watchlist with mini charts
Market Heat Index
Exchange Flow Monitor
Quick Actions panel
Best For: Traders checking the dashboard every 15-30 minutes
2. Swing Trader / Position Manager
Purpose: Track medium-term setups and manage open positions
Widgets Included:
Daily Signal Summary (directional + regime)
Portfolio P&L Tracker
Risk Metrics Dashboard
Event Timeline (last 7 days)
Pending Alerts Manager
Best For: Traders checking 2-3 times per day
3. Research Analyst
Purpose: Deep analysis, pattern recognition, data export
Widgets Included:
Historical Signal Library
Pattern Search Tool
Data Export Panel
Annotation Timeline
Custom Query Builder
Best For: Researchers building models or documenting strategies
4. Portfolio Manager
Purpose: Holistic view of holdings and risk
Widgets Included:
Portfolio Holdings (with current values)
Exposure Breakdown (by asset, sector, chain)
Risk Alerts (concentration, volatility)
Performance Attribution
Rebalancing Recommendations
Best For: Managing diversified crypto portfolios
5. Community / DAO Dashboard
Purpose: Shared intelligence for group decisions
Widgets Included:
Community Signal Feed (shared watchlist)
Treasury Holdings Tracker
Member Activity Feed
Voting on Key Signals
Shared Annotations
Best For: DAOs, trading groups, investment clubs
Workspaces: Collaborative Intelligence
What Are Workspaces?
Workspaces are shared environments where multiple users can:
Collaborate on analysis
Share watchlists and signals
Annotate events together
Coordinate trading decisions
Track team performance
Creating a Workspace
Workspace Roles & Permissions
Owner
✅ All
✅ All
✅ Yes
✅ Yes
Editor
✅ All
✅ Most
✅ Yes
❌ No
Contributor
✅ All
✅ Limited
❌ No
❌ No
Viewer
✅ All
❌ No
❌ No
❌ No
Editor Restrictions: Cannot delete workspace or remove owner Contributor Restrictions: Can add annotations but not edit others' work
Workspace Features
1. Shared Watchlists
Everyone in the workspace sees the same tracked assets:
Collaborative Actions:
Team members can add/remove assets
Tag assets with status (Long/Short/Watch/Avoid)
Add notes visible to everyone
Get notified when teammates add new assets
2. Team Annotations
Annotate signals and events with context:
Benefits:
Document decision rationale in real-time
Share due diligence findings
Track team sentiment on signals
Build institutional knowledge base
3. Shared Dashboards
Create dashboards that everyone in the workspace can access:
Use Cases:
Morning sync: Quick overview for team meetings
Performance review: Analyze signal accuracy together
Specialized views: Each member creates their expertise area
4. Workspace Activity Feed
Stay updated on team actions:
5. Performance Tracking (Team Edition)
Compare how different team members are performing:
Benefits:
Identify top performers and learn from them
Spot which signal types work best for your team
Share knowledge about what strategies are working
Advanced Dashboard Features
1. Multi-Dashboard Views
Switch between dashboards quickly:
Keyboard Shortcuts:
Ctrl+1,Ctrl+2, etc. to switch dashboardsCtrl+Tto create new dashboardCtrl+Wto close current dashboard
2. Dashboard Scheduling
Auto-switch dashboards based on time:
Use Case: Automatically shift focus throughout the trading day
3. Widget Sync Across Devices
Your dashboards stay synchronized:
4. Dashboard Sharing & Templates
Share your layouts with the community:
Community Benefit: Learn from other traders' dashboard setups
Dashboard Best Practices
Design Principles
1. Information Hierarchy
Most important widgets: Top-left (eye naturally looks here first)
Secondary info: Top-right and middle
Tertiary info: Bottom
2. Signal-to-Noise Ratio
Fewer widgets with more value > Many widgets with redundancy
4-6 widgets ideal for most use cases
Hide low-value data
3. Purpose-Built Dashboards
Don't try to make one dashboard do everything
Create specific dashboards for specific workflows
Use scheduling to auto-switch based on time
Common Dashboard Mistakes
❌ Too Much Information
Problem: 10+ widgets, can't focus on anything
Solution: Split into multiple dashboards
❌ No Clear Objective
Problem: Dashboard doesn't answer "What do I need to know?"
Solution: Define purpose before building (e.g., "Morning opportunities scan")
❌ Static Setup
Problem: Same dashboard for all market conditions
Solution: Create regime-specific dashboards (trending vs ranging)
❌ Ignoring Mobile
Problem: Desktop-heavy layout doesn't work on phone
Solution: Test on mobile, adjust widget sizes
Workspace Best Practices
For Trading Teams
1. Establish Clear Roles
Assign specific research areas to each member
Designate a "signal curator" who vets high-priority alerts
Rotate responsibility for performance review
2. Communication Protocols
Use annotations for analysis, not casual chat (keep it focused)
@mention teammates when their input is needed
Set rules for marking assets (Long/Short/Watch/Avoid)
3. Regular Sync Meetings
Daily: 10-min standup using "Morning Sync Dashboard"
Weekly: 30-min performance review
Monthly: Strategy refinement based on what's working
For Communities/DAOs
1. Transparency
Make key dashboards public to all members
Document decision rationale in annotations
Share performance metrics openly
2. Governance Integration
Link signals to governance proposals (e.g., "Treasury should buy more SOL based on signal XYZ")
Allow members to vote on which signals to act on
Track community vs individual performance
3. Knowledge Sharing
Create educational dashboards for new members
Document successful strategies in workspace wiki
Celebrate wins publicly, learn from losses constructively
Productivity Features
1. Keyboard Shortcuts
Ctrl+N
Create new dashboard
Ctrl+E
Edit current dashboard
Ctrl+S
Save dashboard changes
Ctrl+F
Search signals/assets
Ctrl+/
Command palette (quick actions)
Alt+1-9
Switch to dashboard 1-9
Space
Expand focused widget to full screen
Esc
Exit full screen
2. Quick Actions Command Palette
Press Ctrl+/ to open:
Power User Tip: Learn command palette shortcuts to never touch your mouse
3. Dashboard Automation
Automate routine tasks:
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