Articles on: Advanced Features

AI Widget Marketplace: Share And Install AI Dashboard Widgets

Source


Original TradesViz blog post: https://www.tradesviz.com/blog/ai-widget-marketplace/


Guide


You spent an hour writing the perfect AI query. You added it to your dashboard. It is genuinely useful. And then nobody else ever sees it.


That has been the story of AI custom dashboard widgets on TradesViz since launch. The system is powerful enough that traders build very personal, very specific widgets - per-symbol PnL splits, custom expectancy formulas, weekday return curves filtered to a single account - but those widgets live and die inside one account.


Every new user starts from a blank dashboard. Every experienced user reinvents the same three or four metrics that everyone else also wants. We have been watching this pattern for a while and the answer was obvious: let traders share the AI widgets they build, and let other traders install them with one click.


That is what the new AI Widget Marketplace is. It is now live on TradesViz.


TradesViz AI Widget Marketplace overview


Short version: Any AI query you have already built can be shared as a public widget. Other traders can preview it on a public page, save it, or install it into their own dashboard. The install fully forks the underlying query so it runs on their trading data, not yours.



Why we built it this way


We had three options when we started designing this:


  1. Share a screenshot. Useless. The whole point of an AI widget is that it queries your data.
  2. Share the AI query text and ask people to paste it into their own AI query box. This already worked, technically, and we shipped a guide for it in the original AI widgets post. In practice, almost nobody did it. Copy-paste-edit-execute is too much friction for a feature that is supposed to feel like an app store.
  3. Share the actual widget, with a forking model. One click installs a working copy of the widget on your dashboard, hooked up to your trades. No copy-paste. No knowledge of the AI query syntax required.


We went with option 3. The rest of this post walks through what that actually looks like in the UI.



Sharing a widget


Every AI query result now has a Share as widget button next to the existing Save / Add to dashboard buttons. Click it and you get a small modal where you decide:


  • Widget name - what other traders will see as the title.
  • Description - what the widget shows and what kind of trader it is useful for. Be specific. "Worst trading hours", "Profit factor by symbol", "Weekday PnL for futures scalpers".
  • Visibility - Public (listed in the library), Unlisted (only people with the link can see it), or Private (only you can see it, useful as a draft).
  • Tags - asset class, time frame, metric type. These power the library search and filters.


Share as widget modal in TradesViz AI query tab


When you click Share, a few things happen behind the scenes:


  • The AI query is stored as a reusable spec, not a raw SQL dump.
  • Any references to your trading account names in the natural-language prompt are scrubbed before publishing. We do not want your "Live IBKR Main" account name leaking to the public library just because you wrote it in your prompt.
  • The widget is given a stable share token and a public URL of the form tradesviz.com/w/<token>/.
  • If you have your library tab open, it refreshes automatically so your new widget appears under the Mine filter without a page reload.


The shared widget defaults to a table + chart view so installers get both the raw rows and a visualization out of the box. They can change it later on their own dashboard.



The public widget page


Every shared widget has its own public page at /w/<token>/. This page is what gets indexed by search engines and what you share on Twitter, Discord, or your trading group.


The page shows:


  • The widget name, description, and tags.
  • A live preview rendered against sample trade data so visitors can see what the widget looks like without needing a TradesViz account.
  • The original AI query prompt (with the scrubbed account references replaced by generic placeholders).
  • Install / Save / view-author buttons.


Public shared widget page on TradesViz


If you are not logged in, the install button takes you to signup and then completes the install after you create an account. If you are logged in, one click is enough.


Note: after a successful install on the public page, the button changes to "Added - go to home page" and takes you straight to your dashboard. We added a guard so a double click does not create two copies of the widget.



The Library tab


The Marketplace lives as a new Library tab in the AI section. It is a regular browseable list with three filter scopes:


  • All - every public widget shared by every TradesViz user, sorted by install count, save count, and recency.
  • Saved - widgets you have bookmarked but not yet installed. Save is a low-commitment action: it does not touch your dashboard, it just keeps a reference so you can come back to the widget later.
  • Mine - widgets you have shared yourself. Edit, change visibility, or archive from here.


AI Widget Marketplace library tab in TradesViz


Each card shows the widget title, the author, the install count, a small live preview, and quick action buttons for Save, Add to dashboard, and Open public page.


The library is lazy-loaded. The first time you click the tab, it fetches. After that, it stays cached for the session unless something you do (sharing a new widget, installing one, archiving one) invalidates the cache, in which case it refreshes silently on the next reveal.



Install vs Save


These look similar from the outside but they do very different things.


  • Save bookmarks the widget. Nothing is added to your dashboard, no AI query is forked. Use Save when you are browsing and want to come back to something later. Saved widgets show up under the Saved filter in the Library tab.
  • Add to dashboard (also called Install or Fork) does the real work. It creates a private copy of the underlying AI query in your own AI query list, then drops a new tile on your dashboard hooked up to that query. The query runs against your trade history from then on.


This distinction matters because of one design choice we made: once you install a widget, it is fully yours. There is no "upstream" relationship that ties your installed widget to the original author. If the author later updates or deletes their widget, your install keeps working. If you want to tweak the query, you tweak your own copy in the AI query tab. No subscription mechanic, no breakage when the author moves on.


Adding a marketplace widget creates a private AI query copy



Privacy: what gets shared and what does not


This is the question we got the most from beta testers, and it is the one we spent the most engineering time on.


When you share an AI widget:


  • Your trade data is never shared. The widget definition is just the query and the visualization config. When someone installs it, their copy queries their trades, not yours. The public preview page uses synthetic sample data, not your real trades.
  • Trading account names are scrubbed from the natural-language prompt before the widget is saved. If your prompt said "total pnl in Live IBKR Main and Topstep 50k Combine", the published prompt will read with generic account placeholders instead.
  • Account IDs are stripped from the underlying SQL too, so the executor cannot accidentally run your query scoped to your specific account when someone else installs it. The forked query gets re-scoped to the installer's own accounts at run time.
  • The original author is visible, with a public display name. Your real name and email are never exposed.


If you want to be even safer: share under a generic display name and use the Private visibility option for any widget you are unsure about. You can promote it to Public later once you have reviewed the published prompt.



Managing widgets you have shared


Under the Mine filter you can edit title, description, visibility, and tags, or archive a widget you no longer want listed.


Archive is a soft delete and not a hard delete. Here is why:


  • If you hard-deleted a shared widget, the public /w/<token>/ link would 404. Anyone who linked to it from a blog post or a Discord message would see a broken link.
  • People who saved the widget but did not install it would lose their bookmark with no notice.


So when you archive:


  • The widget disappears from the public library and from your own Mine list.
  • The /w/ page returns a 404.
  • Visibility flips to Private and the indexable flag goes off so search engines drop it.
  • Anyone who already installed the widget keeps their working copy. Their forked AI query has no link back to your original, so nothing breaks for them.


Archiving a shared AI widget in the Mine tab



What kind of widgets work well in the marketplace?


Anything that is generic enough to apply to more than one trader. Some that have already been popular in beta:


  • Profit factor by symbol - tells you which tickers you have a real edge in.
  • Weekday PnL split - the classic "am I just a Tuesday trader?" chart.
  • Hour-of-day expectancy - especially good for day traders and futures scalpers.
  • Open trades risk summary - aggregate risk across all currently open positions.
  • R-multiple distribution - histogram of trades grouped by R outcome.
  • Slippage and commission drag - what your costs are eating each month.
  • Tag performance comparison - which strategy tags actually make money.


If you have built any of these for your own dashboard, please share them. The first 50-100 high-quality public widgets do most of the work of bootstrapping the library, and we would rather they came from real traders than from us seeding the catalog with synthetic examples.



Pricing


  • Browsing the library and previewing widgets is open to everyone, including free accounts.
  • Saving widgets as bookmarks is open to all logged-in users.
  • Installing widgets to your dashboard requires Pro or Platinum, same as the underlying AI custom dashboard widget feature.
  • Sharing your own widgets requires Pro or Platinum.


Installing a marketplace widget does not consume your daily AI credits. The query was already compiled when the original author shared it, and re-running it against your data does not invoke the natural-language model.



What this changes about TradesViz


The AI query feature was already the most-customizable analytics surface in any trading journal. AI custom dashboard widgets turned that into a pinnable, persistent UI. The marketplace is the third step: your dashboard can now grow not just from your own ideas, but from the collective creativity of every other trader on TradesViz.


If you have ever stared at a blank custom dashboard wondering what to put on it, the answer is now: open the Library tab, scroll, click Add on the three or four widgets that look useful, done.


If you are an experienced trader with a dashboard you are proud of, share the widgets that took you the longest to figure out. Other traders will save you the favor when they share theirs.


Need help with building a widget you want to share, or have feedback on the marketplace? Email support@tradesviz.com.



FAQ


Does installing a marketplace widget share my trade data with the author?


No. The widget definition flows from the author to you. Your trade data never flows back. The installed widget runs entirely inside your account, against your trades.


Does sharing a widget share my trade data with installers?


No. Only the query and visualization config are shared. Trading account names are scrubbed from the natural-language prompt and account IDs are stripped from the underlying SQL before publishing.


What happens to my installed widgets if the original author deletes theirs?


Nothing. Each install is a full fork. There is no live link back to the original, so deletions, edits, or archives on the author side do not affect your copy.


Do marketplace widgets consume my daily AI credits?


No. The query is already compiled at share time. Running it on your data is a regular database query.


Can I edit a marketplace widget after I install it?


Yes. The install creates a private AI query in your AI query tab and a tile on your dashboard. You can edit the query, change the visualization, rename the widget, or move/resize the tile like any other AI widget.


How do I find good widgets in the library?


Use the tag filters (asset class, time frame, metric type) and sort by install count to see what other traders have validated as useful. The Saved tab is good for keeping a shortlist while you browse.


Can I share a widget privately with just one person?


Yes. Set visibility to Unlisted and share the /w/<token>/ link. The widget will not appear in the public library but anyone with the link can preview and install.


What is the difference between Save and Add to dashboard?


Save bookmarks the widget for later. It does not touch your dashboard or fork the query. Add to dashboard (Install) actually creates a private copy of the query in your account and adds a tile to your dashboard.

Updated on: 17/07/2026

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