The sections of the dashboard
What each page in the dashboard is for, and what the buttons in the top bar do.
Pages in the left menu
| Page | What it is for |
|---|---|
| Overview | Your portfolio size, closed profit, win rate and copy speed, a performance chart, the copy flow between your accounts and your most recent copies. |
| Accounts | Add, edit, pause and delete master and slave accounts. Shows your plan and how many accounts you have used. |
| Trade Monitor | Open trades with their copies underneath, buttons to close one trade or all trades, and your trade history. |
| Analytics | A trading journal: profit and loss, win rate, drawdown, a calendar, results by session, hour, day and month. |
| Execution Latency | How long each copy took, with the broker's share of that time. |
| Execution Errors | The reason whenever a trade was not copied, changed or closed. |
| IP & Compliance | The dedicated IP add-on for prop-firm traders. |
| Team & Access | Add team members and choose what they can see. Also where you can leave a review. |
| Audit Log | A record of sign-ins, account changes and plan changes. |
| Billing | Your next bill, add-on accounts and invoices. |
The top bar
- Search. Press Ctrl K (or Cmd K on a Mac) to jump to any page, account or action.
- Plan counter. Your plan and how many accounts you have used out of your limit. Click it to open Billing.
- Clocks. New York time and your device's time.
- Live. The dashboard refreshes on its own. Click to pause it, and again to resume.
- Theme. Switch between dark and light.
- Clear data. Removes deleted accounts and their history from your dashboard.
- Account menu (your initials). Account settings, Take the tour and Sign out.
The left menu's footer
- Support. Hover or click to show our Telegram, WhatsApp, X and Facebook links.
- Collapse. Shrinks the menu to icons to give the pages more room.
On a phone
The main pages are in the bar at the bottom of the screen. More opens the rest.