Portfolio Dashboard Overview
2 min
Welcome to Your Portfolio Dashboard!
Getting Started | Portfolio
Your At-A-Glance Metrics
- Total Portfolio Value, Daily & Total P&L, Cash Balance, Deployed Budget, Unrealized Gains, Avg Win‑Rate
Visual Performance Insights
- Check out your performance over time and see where your budget is allocated by different strategy types!
Discover Your Portfolio Strategies
- Key columns to keep an eye on: Brokerage, Agents, Rec. Budget, Daily/Total P&L, 30‑day mini‑chart
- Curious for more info? Just click to expand a row and reveal agent details and available actions (Pause/Resume, Details)
Keep an Eye on Your Open Positions
- You'll find important columns including Symbol, Strategy/Agent, Entry, Price, P&L
- Need to make changes? Just click a row to Close a position, and sometimes you can even Adjust/Roll!
Understanding Your Metrics
- Daily P&L = the change for today
- Total P&L = the total change since you added the item
- Unrealized Gains = profits from open positions that haven’t been closed yet
- Avg Win‑Rate = the percentage of closed trades that were profitable (remember, context is key!)
Enjoy exploring your portfolio, and let’s maximize your investment journey together!