Six screens cover almost every question.
| Screen | Answers |
|---|---|
| Trading Hub | What is open right now, and what did today do? (Positions and Execution Log tabs) |
| Channels | Which sources are connected, and what did they send? (Messages tab) |
| Trading Accounts | Are my brokers connected, and what is the balance? |
| Signals page | What arrived, what was parsed, and what is waiting for my confirmation? Open Signals → Signals in the sidebar |
| Performance | Am I actually making money? |
| Source Analytics | Which provider is responsible? |
The Dashboard itself
The first sidebar entry, Dashboard, refreshes every 30 seconds:
- Four tiles: Open Trades, Today's P/L, Win Rate (30d) and Active Channels.
- Equity curve for the range you pick (Today, 7 d or 30 d).
- Recent signals — the latest signals with their status.
- Risk today — today's loss across all accounts against your Max Daily Loss when it is switched on ("no limit" otherwise), and your open positions against Max Open Positions. The bars are a display; the limits themselves are checked per account on new copied trades — see Daily loss and trades-per-day limits.
- Signal sources, with a Manage auto-trade link to Channels.
- Open positions — what your brokers report right now.
The one to learn first
Trading Hub → Execution Log. Click a signal to see, per account, what happened: the lot size when it traded, or the reason when it did not — a broker message, a risk-guard refusal, test mode. Most "why didn't it trade?" questions are answered there. A signal that is only waiting for your confirmation shows status Pending and no details, and a message that never became a signal is not listed here; for that, see A message arrived but no signal was created. The raw messages themselves are under Channels → Messages.
Settings that matter early
- Channels → Settings tab → Auto-trade — the auto-trade switch, Risk per trade (%), Min Lots and Max Lots for that channel, its Symbol mapping and its Signal filters (keywords, blocked and allowed symbols, trading sessions).
- Settings → Trading — Max Open Positions. The trailing-stop options on that page do not currently act on trades placed through Trading Accounts; see Break-even, partial closes and trailing stops.
- Settings → Notifications — which events reach you.
- Settings → Security — two-factor authentication. Turn it on before connecting a live account.