Customize your dashboard
Add, remove and arrange widgets, including any chart from the rest of Paiso.
Getting started
Open Dashboard and select Customize.
Add a widget
Select Add widget. The list includes summary tiles, tables and every chart in Paiso, such as Holdings Performance, Retirement Plans and Expenses by Category. Choose the ones you want.
A widget draws the same chart as its page, so the two always agree. Some widgets need a feature that your plan may not include; those appear only on plans that have it.
Arrange and remove
While you customize, drag a widget to move it, choose a size from its size buttons, or select Remove. Changes save as you go. Select Done when you finish.
To go back to the original layout, select Reset.
Pick a date range
Widgets with a chart follow the dashboard’s date range. Pick Today on the net worth chart to see the latest market session minute by minute.
On a computer, you can also drag across a chart to zoom into those dates. Select Reset zoom to go back. Every widget on the dashboard shares one range, so zooming one zooms them all.