Dashboard & navigation
The home screen of the app, plus the two things that sit above every module: the search box and the notification inbox.
Dashboard pages
The dashboard opens on a built-in Modules page: a tile per installed module, rebuilt automatically as you install and detach. It is never edited or deleted; it just reflects what you have.
On top of that you create your own pages. Each has a name, an optional description, and a short tag shown on its chip. One page is the default: the one the dashboard opens on, and the one whose chip sorts first.
Use them the way a trading day splits: a Morning page with the news feed, the economic calendar and the routine checklist; a Positions page with the portfolio and the watchlist; an Admin page with todos and timers.
Editing a layout
Edit layout turns a page into a grid of rows over 12 columns. In edit mode you can:
- add rows and drop module tiles (a link to a module, and the same module may appear on any number of pages) or widgets into them;
- resize any tile by column span, and drag tiles between rows;
- set a widget's height preset (compact, standard or tall) and open its config (the gear on the tile);
- insert spacer rows to breathe between blocks.
Tiles are links, not copies: removing one from a page never touches the module or its data.
Widgets
A widget is a live, interactive preview of a module: it reads and writes through that module's own API, so what you do in the widget is real. Widgets whose module isn't installed simply aren't offered.
| Widget | What it does |
|---|---|
| Free text | A note or heading you write yourself, markdown-lite. |
| News feed | Latest items from a chosen feed, as a list or grid. |
| Mailbox | The latest unread mail, newest first. |
| Time tracker | Start/stop a project timer without leaving the page. |
| Quick trade | Pick a category + template and open the add-trade form. |
| Goals | A short list of goals with progress; add one inline. |
| ToDo | Open tasks, tickable in place. |
| Trading routine | Today's checklist, tickable in place. |
| Mindset | The day's check-in. |
| Reminder | A quick add-reminder form. |
| Calendar | Today & this week at a glance. |
| Economic calendar | Upcoming macro events, compressed. |
| Portfolio | A portfolio summary with live value. |
| Subscriptions | Monthly recurring spend, then what renews next. |
| Net worth | Current net worth, its change over a window you set, and a sparkline. |
| Watchlist | Live quotes for a chosen list: price, 24h and 7d change. |
| Prompt store | Your prompts by tag, click one to copy it. |
| Resources | Bookmarks from a chosen category. |
| Agent | Ask the assistant: pick model and tools, send, land in the conversation. |
Global search
The search box in the top bar, focused from anywhere with ⌘K / Ctrl+K, or plain / when you aren't typing in a field.
By default it matches module names, Settings sections and Resources entries. The layers toggle next to the box widens it to your content: Editor pages, Goals, Calendar events, ToDos, Routines, Reminders, Prompts and Community Docs.
Two things it deliberately does not do: it matches titles and names only, never bodies, and it only searches modules you have installed. Results come back grouped by type, prefix matches first; ↑/↓ and Enter navigate them.
Notifications
The bell in the top bar carries an unread count and opens the notification inbox, where RemindMe reminders land when they fire, along with anything an inbound webhook redirects there. A notification that fires while you're in the app also slides in as a banner.
Delivery to email, Telegram, Slack or Discord goes through the shared notification channels in Settings, where you also decide which modules may push to each one. The inbox itself is always on and needs no setup.