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Customise the dashboard

Your Swyftx dashboard differs when viewed on our app or web platform.

On our app, you can add, shuffle, or remove items from your dashboard.

On our web platform, you can select from three pre-defined layouts or continue to use the classic layout, where you can add, shuffle, or remove items from your dashboard.

How to select a web dashboard layout

    • Web

      1. Log into your Swyftx account. If you’ve just signed up to Swyftx, you will need to place your first trade before you’ll be able to change your dashboard layout.
      2. From the Dashboard, navigate to the top left corner of the screen and select Layout.
      3. Browse our layout options:

        track everything.svg Track everything: Includes a detailed portfolio breakdown, open orders, market overview and latest news.
        track portfolio.svg Track your portfolio: A detailed breakdown of your portfolio and individual wallet performance with a basic market overview.
        track market.svg Track the market: An in-depth overview of what's happening across the market, including detailed asset performance and news.
        dashboard.svg Classic layout: Enjoy the flexibility of full customisation. Hide, show, and resize content to represent your ideal dashboard layout.
      4. Select the layout that best shows what you’d like to see when you log in and select Apply layout.

 


How to customise the classic web dashboard layout

  • App

    1. Select the pencil icon edit pencil.svg in the top corner of the dashboard to go into customise mode.
    2. To move an item’s display order, hold and drag a row.
    3. To hide an item, unselect the tick.
    4. Select Save changes to exit customise mode and return to the dashboard.

    Use the toolbar at the bottom to access your dashboard.svg Dashboard, wallet.svg Wallet, quick actions.svg Quick actions, coin or asset.svg Assets, and transactions.svg Transactions.

  • Web

    1. Select the pencil icon edit pencil.svg next to Dashboard in the top bar to go into customise mode.
    2. You'll see these icons appear on the top right corner of each dashboard item: collapse.svg expand.svg show.svg drag.svg
    3. To move an item’s display order, select the 6 dots drag.svg and drag to a new location.
    4. To hide an item, select the eye show.svg.
    5. To make the item smaller, select the inward-facing arrows collapse.svg.
    6. To restore the item to its original size, select the outward-facing arrows expand.svg.
    7. Select Save changes to exit customise mode and return to the dashboard.

    Find all other features and tools along the top toolbar or by expanding the left-side menu.

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