Your first board in ten minutes

The web app is free, needs no account and saves everything in your browser. These steps take you from a blank tab to a board you can keep.

1. 1

   Open the app

   Go to cashboard.live/#app, or press Open app in the header of these docs. A short Opening your board… message shows while the app loads.

2. 2

   Choose a layout

   On a first visit the canvas shows a picker headed Start from a real board. Its 12 tiles each draw the widgets they place, with a description and a footer such as 01 · 9 widgets · live data. Click a tile to fill your empty board with that template, or click Or start with an empty board at the bottom.

3. 3

   Find your way around

   The left panel has four tabs: Add, Boards, Style and Connections. The top bar holds the board name, the save status, the Select and Hand tools, undo and redo, Share and Commands (icons only on narrow windows). On a phone the panel sits behind the Open dashboard tools button at the top left.

A template is a board with live widgets already placed. Choose the one nearest to what you watch, then delete what you do not need. Each template name links to its own page, where you can read what the board holds and open it.

You can add a template later without touching the boards you have. In the Boards tab, open New from template, or press Ctrl K (macOS: Cmd K) and search for New board from template. Both create a new board next to the others.

Two routes add the same widgets. The Add panel is for browsing and has no search box. The command palette is where search lives. On an empty board you also get three shortcuts under Start with one useful signal: Live prices, Price chart and Quick note.

From the Add panel

1. 1

   Open the Add tab

   The Add tab holds eleven groups: Intelligence tools, Markets, Your positions, Risk and flows, Solana, Hyperliquid, Base, Arbitrum, Robinhood, Ethereum and On the board. Every group starts folded, so you see eleven headings, each with a count.

2. 2

   Unfold a group

   Click a heading such as Markets. Cards sit two to a row. Cashboard remembers which groups you opened, in this browser.

3. 3

   Click a card

   Click Prices. The widget appears in the middle of what you are looking at, in a free spot when there is one. The camera does not move. On a phone the panel closes behind it.

4. 4

   Use it straight away

   A widget you add is already active. In Prices, the box that reads Search 48 assets adds coins, up to 12, and clicking a coin chip removes it.

From the command palette

1. 1

   Open the palette

   Press Ctrl K on Windows or Cmd K on macOS, or click Commands in the top bar. Press Esc to close it.

2. 2

   Type what you want

   The box reads Search actions, or list widgets: btc chart, funding, odds. The match is a plain, case-insensitive search of command names, so funding finds Add funding rates and chart finds Add price chart.

3. 3

   Run it

   Move with the arrow keys and press Enter. The widget lands on the board exactly as a card from the panel does.

4. 4

   Add several at once

   Type a list such as prices, chart and funding. The first row becomes Build Prices, Price chart, Funding rates with the hint 3 widgets. Press Enter to place all three as one packed block, and the camera then fits the result. A phrase the palette does not recognise is skipped, and the hint names the first one.

The canvas is also what you scroll, so a widget has two states. Selected means highlighted. Active means it takes clicks, typing and the scroll wheel. The split keeps a stray swipe or click from landing inside a widget when you only meant to move the board.

1. 1

   Click a widget once

   A ring appears around it, resize handles show on its corners and edges, and a pill at the bottom reads Click to use this widget. It is selected, not active.

2. 2

   Scroll over it

   The board pans and the widget stays put. A click on its body only selects it.

3. 3

   Activate it

   Click the selected widget again, double-click it, or press Enter. Now its buttons, tabs, search boxes and scrolling lists work. Several widgets show their editing fields, such as an address box or a coin search, only while active.

4. 4

   Hand control back

   Press Esc or click an empty spot on the canvas. Scrolling moves the board again.

A widget you add starts active, since you probably want to set it up. Widgets that arrive with a template or a shared board start unselected, so your first click on one only selects it.

To move around the board, scroll the wheel or swipe with two fingers to pan, or drag with the middle mouse button. Dragging an empty part of the canvas draws a selection box, and the Hand tool pans instead. Hold Ctrl (macOS: Cmd) and scroll, or pinch, to zoom between 20% and 200%. Fit the board on screen, the button in the bottom-left corner, or Shift 1 frames every widget.

1. 1

   Move a widget

   Drag it by its title bar. With grid snapping on, the default each time you open the app, it jumps from grid line to grid line. The grid icon in the top bar turns snapping off and on.

2. 2

   Resize it

   Select the widget, then drag a corner dot or an edge line. A widget can be 220 to 2400 px wide and 140 to 1800 px tall.

3. 3

   Nudge it

   With a widget selected, the arrow keys move it 1 px and Shift with an arrow moves it 10 px. Alt with an arrow resizes it. Nothing happens to a locked widget.

4. 4

   Tidy up

   Click the tidy icon in the top bar, which needs two or more widgets, or run Tidy up the board from the palette. It packs the widgets into rows with 24 px gaps and keeps every size. Frames and locked widgets stay where they are.

5. 5

   Duplicate, remove, undo

   Hover a title bar to reveal its duplicate and remove icons. Ctrl D duplicates the selected widgets, and Delete or Backspace removes them with no confirmation. The undo and redo icons in the top bar, or Ctrl Z and Ctrl Shift Z, keep 100 steps, and a whole drag or resize counts as one.

The complete list of keys is in Keyboard shortcuts. How the camera, frames and locking work is in Boards and canvas.

1. 1

   Rename the board

   Click the board name at the left of the top bar and type. Every keystroke renames it. A name has to be 1 to 80 characters, otherwise the top bar reports Save failed.

2. 2

   Rename a widget

   Click the widget once, open the Style tab and look under Selection. Type in Title. Clear the box and the widget goes back to its own name, such as Prices.

3. 3

   Change the board's look

   In Style, under Canvas, pick one of eight colours: Slate, White, Stone, Sky, Mint, Lavender, Sand or Rose. Then set Grid (Dots, Lines, None), Grid spacing (Compact, Regular, Large) and Grid strength (Soft, Balanced, Strong). Show minimap toggles the overview in the bottom-right corner, which appears only on wider windows.

4. 4

   Style one widget

   With a widget selected, Style offers Background (ten colours), Accent (seven), Corners (Square, Soft, Round) and Shadow (None, Soft, Lifted). On an ordinary widget the accent shows as its border while the widget is selected. Lock position freezes it in place.

5. 5

   Mark out sections

   Under Canvas tools, Frame adds a dashed, labelled box you can place behind widgets, and Label adds a note. Dragging a frame carries the widgets whose centre is inside it, and resizing it moves nothing.

Boards save themselves about half a second after a change. The top bar shows Saving, then Saved locally (words on wide windows, an icon on narrow ones). On the web they live in your browser's local storage for cashboard.live. There is no account and no cloud sync.

Back up with Export

1. 1

   Export the open board

   Press Ctrl K, type export and press Enter on Export this board. The browser downloads a file named after the board, for example my-board.json for My board.

2. 2

   Repeat for other boards

   Export covers the open board only. Switch to another board and run it again.

3. 3

   Restore it

   On any browser, press Ctrl K and choose Import a board, then pick the file. It arrives as a new board with (import) after its name, for example My board (import), and never replaces an existing one.

You can follow a wallet by pasting its public address. You do not connect a wallet and the widget asks for no signature. A seed phrase or private key belongs in no field.

1. 1

   Add the widget

   In the Add tab, unfold Your positions and click Portfolio.

2. 2

   Choose watch-only

   At the top of the widget, pick Watch-only address. The other choice, Manual portfolio, lets you type coins and amounts instead.

3. 3

   Pick the network

   The network list starts on Base and names 15 networks. BNB Chain and Avalanche are in the list but have no data provider, so they do not load.

4. 4

   Paste the address

   Paste a public address into the address box, whose placeholder reads 0x public address or Solana public address. It saves as soon as the address is complete and valid, with no Enter needed. The widget repeats the rule: Public address only. No seed phrase, private key or signing.

5. 5

   Read the result

   You get a total, an allocation strip and a holdings table, refreshed every 60 seconds. Add Perps from the same group to follow Hyperliquid positions by a 0x address. Add Net worth to total the portfolios on the board, with Hyperliquid positions included by default.

1. 1

   Open the share dialog

   Click Share in the top bar (an icon on narrow windows). The dialog is titled Share this board and shows a Share link.

2. 2

   Copy the link

   Click Copy, then send the link anywhere. The board travels inside the link, in the part of the address after #, which browsers do not send when they request a page. The link is a snapshot, so after you edit the board, copy a new one.

3. 3

   What the receiver sees

   A review screen headed Someone shared a workspace with you. It lists the board name, the widget types and any external web addresses. Nothing is saved until they click Add to my boards, which creates a new board of their own. Not now discards it.

4. 4

   On the desktop app

   A desktop window has no address bar. Open Share, paste the link into Open a link someone sent you and click Open.

Stay on the web while public data is enough. Move to Cashboard Desktop when you need something a browser tab cannot hold.

Desktop runs on Windows 10 or 11 (64-bit) and macOS 13 or later. As of October 2026 the installers are unsigned previews: Windows shows a SmartScreen warning, where you choose More info and then Run anyway, and macOS asks you to approve the app under Privacy & Security with Open Anyway. Details are in Cashboard Desktop and Lifetime access.

Your web boards can come along. Export a board on the web and run Import a board on desktop, or paste a share link into Open a link someone sent you in the Share dialog.

• Boards and canvas: the camera, frames, locking, undo and focus mode.
• Widgets: every widget, grouped the way the Add panel groups them.
• Keyboard shortcuts: the full list for Windows and macOS.
• Alerts: price, funding and basis alerts and where they run.
• Troubleshooting: empty widgets, failed lookups and lost boards.