Dashboard Overview
Your command center for managing bots, monitoring performance, and analyzing markets.
Dashboard Layout
Six key sections:
Portfolio Overview: Account value, P&L, positions
Active Bots: Running strategies and status
Market Data: Real-time prices and charts
Performance Metrics - Returns, analytics
Trade History: Execution log
Alerts & Notifications: Important events
Portfolio Overview
Account Summary
Total Portfolio Value
All positions + cash, real-time
Daily P&L
Today's profit/loss ($ and %)
Available Balance
Cash for new positions
Total Exposure
Sum of all open position values
Open Positions
Each position card displays: Complete position information including trading pair, entry price, current price, position size, unrealized P&L, time held, and strategy name for comprehensive position tracking.
Quick actions: Instantly close positions, adjust stop/target levels, or view detailed position information with a single click for efficient position management.
Active Bots
Bot Status Cards
Each bot shows: Essential bot information including name, strategy type, trading pair, current status, today's trade count, today's P&L performance, and number of active positions for comprehensive bot monitoring.
Status Indicators
🟢 Running
Actively monitoring and trading
🟡 Paused
Monitoring but not opening new positions
🔴 Stopped
Completely inactive
⚠️ Error
Requires attention
Quick controls: Pause/resume, stop, view settings, check history, access analytics
Performance Summary
Key metrics: Total return, trade count, win rate, active positions, risk metrics
Time filters: Today, week, month, all-time, custom range
Market Data
Live Price Feeds
Real-time display: Live market information including current bid/ask prices, last trade price, 24-hour change percentage, 24-hour volume, and price trend indicators for comprehensive market analysis.
Watchlist: Add favorite trading pairs for quick monitoring, access one-click charts for instant analysis, and set custom alerts for price movements and trading opportunities.
Price Charts
Chart types: Professional candlestick, line, and area charts for different analysis preferences and trading styles.
Timeframes: Multiple timeframes from 1-minute to daily charts (1m, 5m, 15m, 1h, 4h, daily) to analyze both short-term and long-term price movements.
Indicators: Comprehensive technical analysis tools including moving averages, RSI, Bollinger Bands, volume analysis, and MACD for advanced market analysis.
Controls: Full chart functionality including zoom, pan, add/remove indicators, change timeframes, and full-screen mode for detailed analysis.
Performance Metrics
Analytics Dashboard
Overall performance: Comprehensive performance metrics including total return percentage, total P&L in dollars, win rate statistics, total number of trades executed, and average profit per trade for complete performance analysis.
Risk metrics:
Current drawdown, max drawdown
Sharpe ratio, risk-reward ratio
Exposure %
Equity curve: Portfolio value over time, compare to benchmarks
Strategy Breakdown
Per-strategy analysis: Detailed breakdown of returns by strategy type, individual bot win rates, trade frequency and average holding times, and profit factor analysis for comprehensive strategy evaluation.
Comparison view: Side-by-side bot comparison to identify best and worst performers, with allocation recommendations based on performance data and risk characteristics.
Trade History
Execution Log
Each trade shows: Complete trade information including date/time, trading pair, buy/sell direction, quantity traded, entry/exit prices, P&L realized, strategy/bot identification, and order type for comprehensive trade tracking.
Filters: Advanced filtering options by date range, trading pair, specific bot, profit/loss status, and trade status for efficient trade analysis and reporting.
Export: Multiple export formats including CSV, Excel, and tax-compliant formats for accounting and analysis purposes.
Order Details
Click any trade for: Detailed trade analysis including full execution details, slippage and fee breakdown, market conditions at time of trade, strategy signal that triggered the trade, and custom notes/tags for comprehensive trade review.
Alerts & Notifications
Alert Center
Notification types:
🔴 Critical
Bot stopped, stop loss hit, loss limit reached, liquidation risk, security alerts
🟡 Important
Position closed, profit target hit, margin call, high drawdown
🟢 Informational
New trade, daily summary, market alerts, bot status changes
Alert management: Complete alert control including marking alerts as read/unread, archiving old alerts for organization, filtering by alert type or specific bot, and configuring notification preferences for personalized alert management.
Quick Actions
From dashboard: Quick access to essential trading functions including launching new bots, opening positions manually, pausing all active bots, emergency stop all trading, exporting data for analysis, and viewing detailed analytics for comprehensive trading control.
Customization
Dashboard settings: Complete customization options including rearranging dashboard sections, showing/hiding panels based on preferences, setting default timeframes for charts, choosing preferred chart types, and configuring auto-refresh intervals for personalized dashboard experience.
Themes: Light, dark, auto
Your trading hub: Everything you need to manage positions, monitor bots, and analyze performance in one place.
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