Dashboard

Dashboard is the home view for account status, performance, risk, activity, and open positions. Read it as an overview. Use Analytics and the Trading Journal to inspect the underlying trades. Demo account. Turn on privacy mode before sharing real account screenshots.

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Before reading widgets

Check:

• selected account scope;
• base currency;
• first sync status;
• whether balances and cashflows are available;
• privacy mode state.

Some widgets are empty until trades, positions, or cashflows exist.

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Core widgets

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Curves and charts

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Exposure and positions

Open-position widgets depend on each exchange’s available position endpoints.

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Behavior widgets

These widgets describe your history and configured thresholds. They do not control exchange trading.

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AI and Coach widgets

Daily Briefing and AI widgets summarize observed data patterns. Coach widgets show deterministic rule status based on rules you enabled. Neither widget type is a trading signal.

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Customization

Use edit mode to:

• add widgets;
• remove widgets;
• resize widgets;
• rearrange layout.

On mobile, long-press a widget to move it when the app exposes mobile edit mode. Mobile demo. Widgets stack in one column.

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Privacy mode

Privacy mode hides sensitive monetary values for screenshots or screen sharing. It changes display only; it does not change stored data or calculations.

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Empty and partial states

Common causes:

• no exchange connected;
• first sync still running;
• no closed trades in selected scope;
• exchange balance unavailable;
• cashflows missing;
• credentials expired.

Use the Journal and account card sync status to confirm whether the issue is missing data or a widget-level display state.