Dashboard & Portfolio
Account dashboard with portfolio summary across connected accounts, recent activity, plan status, and quick links into the terminal. Plus the Users-Portfolio view for multi-account performance analytics.
The Dashboard is the landing page when you first log in. It's a single-screen summary of your account state — plan, portfolio, recent activity, and quick links — so you can decide where to go next without navigating through every section to find what changed. The Portfolio view (/dashboards/users-portfolio) goes deeper: P&L across all connected exchange accounts, equity curve, position breakdown by symbol, and performance by strategy if you tag your trades.
Dashboard sections
Plan card
Top-left, shows:
- Current plan name (Master / Premium / Ultimate).
- Days remaining in current cycle.
- Auto-renew status.
- Quick "Upgrade" / "Renew" link → Plans & billing.
- Trial banner if you're on a trial — see Trial mechanics.
Portfolio summary
Top-right, shows:
- Total equity across all connected exchange accounts (USD).
- 24h P&L (% and USD).
- Open positions count.
- Pending orders count.
- Click → Portfolio view for details.
If no exchange API is connected, this card is empty with a "Connect API" CTA — see API Connect overview.
Recent activity
Center column, vertically-stacked event feed:
| Event type | Example |
|---|---|
| Trade | "Opened BTCUSDT LONG at 95,230" · "Closed ETHUSDT SHORT for +$45.20 P&L" |
| Alert | "RSI Pullback BUY fired on ATOMUSDT 5m" |
| Autotrade | "Auto Trade executed XAUUSD LONG · SL@2350 TP@2370" |
| Plan | "Plan renewed: Premium for 1 month" |
| Point | "Mission claimed: Connected first exchange API (+200 pts)" |
| Rebate | "Forex broker rebate credited: $24.50" |
Click any event → drills into the relevant page (trade → Positions panel, alert → Trading Alerts, etc.).
Filterable by event type. Default = last 7 days, last 50 events.
Quick actions
Bottom of dashboard:
- Open Chart Terminal →
/tradingwith your last layout. - Create alert → Trading Alerts page with new-alert dialog open.
- Browse signals → USDⓈ-M Futures Signals hub.
- Manage API keys → API Connect overview.
Portfolio view
The Portfolio view (/dashboards/users-portfolio) is the deeper analytics surface. Sections:
Equity curve
Top of page, a line chart of total equity over time across all connected exchange accounts:
- X-axis: time (last 24h / 7d / 30d / 90d / All — picker top-right).
- Y-axis: equity in USD.
- Tooltip on hover shows date, equity, daily P&L, daily return %.
The curve is sourced from broker assets/balance snapshots plus position mark-to-market — so it reflects realised + unrealised P&L combined.
Stats grid
Below the curve:
| Stat | Definition |
|---|---|
| Total equity | Across all accounts, current. |
| Realised P&L | Cumulative realised over the selected period. |
| Unrealised P&L | Sum of open-position mark-to-market right now. |
| Best day | Best single-day P&L in the period (USD + %). |
| Worst day | Worst single-day P&L in the period. |
| Win rate | Closed trades win count / closed trades total, over the period. |
| Avg win / Avg loss | Mean P&L of winning vs losing trades. |
| Profit factor | Sum of wins / Sum of losses (absolute). >1 = profitable. |
| Max drawdown | Largest peak-to-trough equity decline in the period (USD + %). |
Per-account breakdown
A list of every connected exchange account with each one's equity, today's P&L, open positions count, and pending orders count. Click an account → its dedicated detail view.
Symbol breakdown
A table of every symbol you've traded in the period:
| Column | Notes |
|---|---|
| Symbol | E.g. BTCUSDT. |
| Trades | Closed trade count. |
| Win rate | %. |
| P&L | Cumulative for the symbol. |
| Avg duration | Mean time-in-trade. |
Sort by any column. Useful for "which symbols am I actually making money on?" analysis.
Strategy breakdown (optional)
If you tag your trades (via the Notes field on the Positions panel, see Positions), this section groups P&L by tag — so you can compare "swing-pullback" vs "intraday-scalp" vs "autotrade-default" performance directly.
Privacy
Portfolio data NEVER leaves your account context. We don't aggregate or share your performance with anyone else, and you can't see anyone else's portfolio. The "Users-Portfolio" name is a routing artefact — singular "User's Portfolio" is what it actually means.
What's next
- Dashboard widgets — every tile on the dashboard, what it shows, what it deep-links to.
- Plans & billing — manage subscription.
- API Connect overview — connect more exchanges.
- Positions panel — close / modify open trades.
- AI Chat — ask questions about your performance.