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robinhood/docs/CUSTOMIZATION_VISUAL_GUIDE.md

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# Dashboard Customization - Quick Visual Guide
## 🎯 What You Can Now Do
### 1️⃣ **Choose Your Layout Mode**
```
┌─────────────────────────────────────────────────┐
│ GRID MODE (Default) │
├─────────────────┬───────────┬───────────────────┤
│ │ │ │
│ Chart │ Trade │ News Feed │
│ (Large) │ Controls │ (Medium) │
│ │ (Medium) │ │
├─────────────────┼───────────┼───────────────────┤
│ AI Analysis │ Portfolio │ Alerts │
│ (Large) │ (Medium) │ (Medium) │
└─────────────────┴───────────┴───────────────────┘
```
```
┌─────────────────────────────────────────────────┐
│ TABS MODE │
├─────────────────────────────────────────────────┤
│ [Chart] [Trading] [Portfolio] [AI] [News] ... │
├─────────────────────────────────────────────────┤
│ │
│ ← Active Panel Displays Here → │
│ (Full Width) │
│ │
└─────────────────────────────────────────────────┘
```
```
┌─────────────────────────────────────────────────┐
│ SPLIT MODE │
├─────────────────────────┬───────────────────────┤
│ LEFT SECTION │ RIGHT SECTION │
│ │ │
│ • Chart │ • News Feed │
│ • AI Analysis │ • Alerts │
│ • Trade Controls │ │
│ │ │
└─────────────────────────┴───────────────────────┘
```
## 2️⃣ **Customize Each Tab**
### Panel Header Controls
```
┌──────────────────────────────────────────────────┐
│ 📊 Price Chart [⚙️] [📌] [⛶] [✕] │
│ ─────────────────────────────────────────────────│
│ │
│ ⚙️ Settings - Configure component options │
│ 📌 Pin - Prevent accidental closing │
│ ⛶ Expand - Full-screen view │
│ ✕ Close - Hide this panel │
│ │
└──────────────────────────────────────────────────┘
```
### Component Settings Example (News Feed)
```
┌──────────────────────────────────────────┐
│ Component Settings [✕] │
├──────────────────────────────────────────┤
│ │
│ Auto Refresh [✓] Enabled │
│ Refresh Rate (sec) [300____] │
│ │
│ Display Mode [Default ▼] │
│ • Default │
│ • Compact │
│ • Detailed │
│ │
│ ─── Filters ─── │
│ Sentiment [ALL ▼] │
│ Impact [HIGH ▼] │
│ │
│ [Cancel] [Save] │
└──────────────────────────────────────────┘
```
## 3️⃣ **Tab Management**
### Drag & Drop Reordering
```
┌──────────────────────────────────────────────────┐
│ Manage Tabs │
├──────────────────────────────────────────────────┤
│ ≡ Price Chart [Medium ▼] 📌 👁 │
│ ≡ Trade Controls [Medium ▼] 📌 👁 │
│ ≡ Portfolio [Medium ▼] 👁 │
│ ≡ AI Analysis [Large ▼] 👁 │
│ ≡ News Feed [Medium ▼] 👁 │
│ ≡ Alerts [Small ▼] 👁‍🗨 │
│ ≡ Analytics [Full ▼] 👁‍🗨 │
│ │
│ ≡ = Drag handle 👁 = Visible 👁‍🗨 = Hidden │
│ 📌 = Pinned [Size ▼] = Resize │
└──────────────────────────────────────────────────┘
```
## 4️⃣ **Quick Presets**
```
┌────────────────────────────────────────────────┐
│ Quick Presets │
├────────────────────────────────────────────────┤
│ │
│ ┌──────────────────┐ ┌──────────────────┐ │
│ │ Trading Focus │ │ Analysis Focus │ │
│ │ ──────────── │ │ ──────────── │ │
│ │ Chart & controls │ │ Deep dive into │ │
│ │ emphasized │ │ market data │ │
│ └──────────────────┘ └──────────────────┘ │
│ │
│ ┌──────────────────┐ ┌──────────────────┐ │
│ │ News Focus │ │ Balanced View │ │
│ │ ──────────── │ │ ──────────── │ │
│ │ Split screen │ │ All components │ │
│ │ with news │ │ visible │ │
│ └──────────────────┘ └──────────────────┘ │
│ │
│ ─── Save Current Layout ─── │
│ Name: [My Trading Setup_________] │
│ Description: [For morning session___] │
│ │
│ [Save as New Preset] │
└────────────────────────────────────────────────┘
```
## 🎨 **Customization Options by Component**
### 📈 Chart
- ✅ Display mode: Candlestick / Line / Area
- ✅ Theme: Default / Compact / Detailed
### 💼 Portfolio
- ✅ Theme selection
- ✅ Display preferences
### 🎯 Trade Controls
- ✅ Theme customization
- ✅ Quick access settings
### 🛡️ Risk Management
- ✅ Theme options
- ✅ Calculation preferences
### 🤖 AI Analysis
- ✅ Theme selection
- ✅ Display format
### 📰 News Feed
- ✅ Auto-refresh (10-3600s)
- ✅ Sentiment filter (ALL/POSITIVE/NEGATIVE/NEUTRAL)
- ✅ Impact filter (ALL/HIGH/MEDIUM/LOW)
- ✅ Theme: Default / Compact / Detailed
### 🔔 Alerts
- ✅ Auto-refresh toggle
- ✅ Refresh rate config
- ✅ Severity filter (ALL/CRITICAL/HIGH/MEDIUM/LOW)
- ✅ Type filter (PRICE_SPIKE/NEWS_BREAKING/etc.)
### 📊 Analytics
- ✅ Display mode: Detailed / Compact / Charts-only
- ✅ Theme selection
## 💾 **Persistence**
All your customizations are automatically saved:
```
Browser localStorage
┌────────────────────────────────┐
│ gold-trading-dashboard-config │
├────────────────────────────────┤
│ • Layout mode │
│ • Tab visibility & order │
│ • Panel sizes │
│ • Pin status │
│ • Component settings │
│ • Custom presets │
└────────────────────────────────┘
Persists across sessions!
```
## 🚀 **Getting Started**
1. **Click "Customize" button** in top-right header
2. **Choose a layout mode** or try a preset
3. **Arrange tabs** by dragging and dropping
4. **Toggle visibility** with eye icons
5. **Pin important panels** to protect them
6. **Configure components** via settings icons
7. **Save your layout** as a custom preset
## 📱 **Responsive Design**
The dashboard adapts to your screen size:
```
Mobile (< 768px)
└─ Single column stack
Tablet (768px - 1024px)
└─ 2-3 column grid
Desktop (> 1024px)
└─ Full 6-column grid
```
## ⚡ **Pro Tips**
1. **Pin your most-used panels** to prevent accidental closure
2. **Use Trading Focus preset** for active trading sessions
3. **Enable auto-refresh on News** to stay informed (300s recommended)
4. **Create custom presets** for different times of day
5. **Use Tabs mode** when focusing on deep analysis
6. **Try Split mode** for news-based trading strategies
7. **Expand panels** temporarily for detailed views
8. **Reset to default** if configuration gets messy
## 🎉 **Result**
You now have a **fully customizable trading dashboard** that adapts to your needs:
✅ Multiple layout modes
✅ Complete tab control (show/hide/resize/reorder/pin)
✅ Per-component settings
✅ Quick-switch presets
✅ Custom preset creation
✅ Automatic persistence
✅ Responsive design
✅ Professional defaults
**Every aspect of the dashboard is now under your control!**