Dashboards and Widgets

LamaTrader's dashboard system is a fully customizable trading workspace: drag-and-drop layout canvas, 50+ professional widgets, unlimited named layouts, and per-account visual themes. Build the exact workspace your trading style requires.
dashboardswidgetsfeatures

LamaTrader's dashboard system gives you a fully customizable trading workspace. Place any combination of widgets on a drag-and-drop canvas, resize them freely, save unlimited named layouts, and switch between setups in one click. Your workspace adapts to your trading style, not the other way around.

The Canvas

Each dashboard is a resizable, drag-and-drop grid. Widgets snap to the grid for clean alignment but can be sized to any proportion. Stack a narrow order form next to a full-height chart, run a wide data table across the bottom, or float the AI chat panel alongside the options chain. The layout is entirely yours to define.

Changes to layouts save automatically. Nothing is lost when you close the browser or switch accounts.

Layouts

Save any arrangement as a named layout and switch between layouts with a single click. Layouts are independent. Changing one doesn't affect the others. Some common patterns:

  • Morning Scan: watchlists, top movers, news feed, and charts for your core symbols
  • Options Session: options chain, strategy panel, Greeks summary, order form
  • Portfolio Review: position list, P&L breakdown, sector allocation, performance chart
  • AI-First: AI chat panel front and center with supporting data widgets alongside
  • Execution Focus: order form, live order status, and a tight chart

Layouts are available across all your devices. Log in on any machine and your workspace is exactly as you left it. (With synchronization enabled in settings.)

Widget Library

LamaTrader ships with 50+ widgets covering every aspect of trading. Each widget is a self-contained component that connects to the live data layer and updates in real time.

Market Data

  • Real-Time Quote: live bid/ask, spread, last price, volume, and daily change for any symbol
  • Advanced Chart: TradingView-powered charts with full indicator library and drawing tools
  • Options Chain: full multi-expiry chain with live Greeks, IV, volume, and open interest
  • Crypto Order Books: live bid/ask depth for crypto pairs
  • News Feed: real-time market news, filterable by watchlist symbols or sector

Portfolio and Positions

  • Portfolio Overview: net liquidation value, unrealized P&L, realized P&L, buying power
  • Positions List: all open positions with live P&L, Greeks, and drill-down to individual position details
  • Options Strategy Panel: combined Greeks and risk metrics for multi-leg positions
  • Performance Chart: historical portfolio value and P&L over time
  • Sector Allocation: visual breakdown of exposure by sector and asset class

Orders

  • Order Form: full trade entry form supporting all order types
  • Open Orders: all pending and partially filled orders with live status
  • Order History: complete fill history with filterable search

Screeners and Analytics

  • Top Movers: intraday gainers and losers for stocks and crypto, refreshed automatically
  • Most Actives: highest-volume stocks ranked by volume or trade count
  • Watchlist: customizable multi-symbol watchlist with live quotes and trend sparklines

Tools

  • AI Chat: the full AI assistant, embedded as a widget
  • International Clocks: live market hours for global exchanges
  • Economic Calendar: upcoming economic events and data releases

Administration

  • Account Summary: balance, buying power, margin, and account status
  • Account Switcher: quick-access panel for multi-account users

See Widgets section for full list.

Build Your Own Widgets

When the built-in library doesn't cover a workflow, build the widget yourself in the Widget Builder (Tools → Widget Builder):

  • Live editor and preview: write the widget on one side, watch it render with real data on the other
  • AI assistance: describe the widget — or a change to it — in plain English, and the built-in AI assistant drafts it for you. Review the summarized changes and apply them with one click; nothing changes until you do
  • Version history: every save is kept. Browse and roll back to any earlier revision
  • Same foundation as native widgets: custom widgets work with the same live data as the built-in library — quotes, positions, orders, options chains — plus theme-aware styling and responsive layout

Finished widgets drop straight onto any dashboard and behave exactly like built-in ones.

The Library

Tools → Library is the single home for your custom widgets and AI skills:

  • Search and filter by name, tag, status, or source
  • Factory catalog: first-party widgets and skills ship with the platform, ready to use. They are read-only, but cloning one gives you a fully editable copy
  • Preview live and view code before adding a widget to a dashboard — then add it directly from the card
  • Trust levels: every widget and skill is marked untrusted, provisional, or trusted, controlling whether it needs your explicit confirmation to run. AI-generated items start untrusted; you promote them after review
  • Enable/disable: retire items without deleting them, and re-enable them when they're needed again

Performance

LamaTrader only updates the widgets you can actually see, so dashboards stay fast and responsive even during high-volatility periods — FOMC announcements, major earnings, market open.

Responsive Design

Dashboards adapt to different screen sizes. The layout engine reflows widgets for tablet and mobile views while preserving your configured arrangement on desktop. For multi-monitor setups, open additional browser windows on different monitors. Each window holds its own layout.

Widget Settings

Each widget has its own configuration panel. Common settings include:

  • Symbol binding: pin the widget to a specific symbol or link it to the dashboard's "active symbol" (so clicking a symbol in the watchlist updates all linked widgets simultaneously)
  • Refresh interval override
  • Display density (compact / normal / expanded)
  • Color scheme overrides for individual widgets

Starter Templates

If you're setting up LamaTrader for the first time, start from a curated template and modify from there:

  • Day Trader: order pad, charts, watchlist, and news
  • Swing Trader: multi-symbol watchlist, sector overview, portfolio P&L, and news
  • Options Trader: options chain, strategy panel, Greeks summary, and order form
  • Portfolio Manager: position list, allocation breakdown, performance chart, and AI chat
  • AI-First: large AI chat panel with supporting market data widgets
Optimax Software LtdLama Trader
An Integrated Trader Environment for stocks, options, and crypto. Built by Optimax Software Ltd.
© 2026 Optimax Software Ltd · All rights reserved
All systems operational

LamaTrader provides technology, interface, analytics, and workflow software. This page is not an offer, solicitation, or advice to buy or sell securities or open a brokerage account.

Securities brokerage services, where applicable, for supported accounts are provided by Alpaca Securities LLC (dba "Alpaca Clearing"), member of FINRA and the Securities Investor Protection Corporation (SIPC). Alpaca is not affiliated with, endorsed by, or responsible for the products or services offered by Lama Trader. Any references to Alpaca on this site are made by the third party and do not imply a partnership, sponsorship, or recommendation by Alpaca.