Customizing layouts
Editing grids, adding components, and popping out windows.
Grid edit mode
Layout editing is available on plans that include it. The controls sit at the bottom left of the sidebar.
Grid Edit Mode turns the current screen into an editable grid (Enter Grid Edit Mode and Exit Grid Edit Mode). In that mode:
- Empty cells offer to add a component.
- Each placed component gets Edit component and Remove component controls.
- Dividers between rows and columns can be dragged to resize.
- Place Subgrid puts a nested grid into a cell, for when one area needs several small panels.
- Size pills switch which layout you are editing: Edit small space, Edit medium space, and Edit large space, so a screen can be arranged differently on a laptop and on a large monitor.
Spend the effort on the screens you use every day, which are usually Rigor and your day review. A Rigor layout where the checklist, case builder, and capture button are all visible without scrolling is worth more than any dashboard you will build.
Adding components
The add dialog is titled Add component, or Edit component when changing an existing one. It has two tabs.
Pre-built lists the components the product ships, organized by category: evaluation, insights, strategy, rigor, gravitas, trainer, report, review, community, third party widgets, data, and other. Each has a display name and a description of what it binds to.
Catalog lists components driven by published metrics and functions, so you can place a card or chart for any metric in your catalog, including ones you wrote in the Expression lab.
Replace Component swaps one for another, choosing a Category and a Component.
Some components are display-only until bound to data, so if a newly added card looks empty, check its configuration in Edit component before assuming something is broken.
The Flow Editor
The Flow Editor drawer edits the whole workspace rather than one screen. Open it with the drawer control (Open Drawer and Close Drawer).
It lets you:
- Select which view state you are editing with the State selector.
- Add, remove, duplicate, and reorder view states (Add Flow State, Remove Flow State, Duplicate Flow State, Move Flow State Up and Down).
- Set the Title and the Category that determines where it sits in the sidebar.
- Set a per-screen Font Size.
- Edit the small, medium, and large layouts, with Add Component and resizable dividers.
- Save or Cancel the whole set of changes.
Deleting asks Delete this flow state? first. Titles must be unique, and the editor tells you when they are not.
This is powerful and it is easy to make a mess. Two habits help: change one screen at a time and save, and duplicate a working screen before experimenting on it rather than editing the one you rely on.
Pop-out windows
A view state or a single component can live in its own browser window. Where that is configured, the grid shows a placeholder saying the component opens in an external window, with Open in External Window.
This is what makes a multi-monitor setup work. Rigor on the second screen beside your trading platform, with the dashboard on the main one, is a much more usable arrangement than switching between them, and the whole point of Rigor is that it is visible while you trade.
External windows stay in sync with the main application, so a symbol selected in one is the symbol in the other.