Your dashboard opens on today: what you have closed, what is open and at risk, six stats with the formula behind each (hover the ?), a P&L calendar — click a day for its trades — and your recent trades, marked where one still needs a note.
The guided tour
The first time you land on the dashboard we offer a short guided tour that points out where things live — logging a trade, importing your history, customizing the dashboard, and reading it back. You can skip it at any point, and replay it whenever you like from the user menu at the bottom of the sidebar (“Replay tour”).
The getting-started card
A new account also shows a short Getting started checklist at the top of the dashboard. It disappears on its own once the five steps are done, and you can dismiss it at any time — see The getting-started checklist.
Today: closed plus held
While you hold an open position, Today is two figures added together: what you closed today, after fees, and how far the positions you still hold moved today — from yesterday's close, or from your entry if you opened it today, on the size still open. Two small figures under it say how much of the total is which, and its colour follows the total, so a green day on the positions you hold shows as green even when the account is down overall (the “since start” figure beside it keeps that picture). Nothing held is banked: your Balance counts only closed trades and cash, and the calendar, the day bars, week, month, win rate and the equity curve stay closed trades only.
- In % the held move is divided by the balance the day opened with, like every other % figure.
- In R it shows “—”: an R needs a stop to measure against, and an open move has none. Today is then your closed trades' R.
- After hours the held move still runs from yesterday's close, so it includes the after-hours trade.
- On a weekend (or before the 4:00 am New York pre-market) a stock's quote is the last session's, so the dashboard names that day — “Held · moved Friday” — and counts that session's closed trades with it. Crypto, futures and forex trade round the clock, so a book holding any of them stays on today. Market holidays are not detected.
- A position the quote feed cannot price is left out and the figure says “Not priced yet”, never $0.
An investment account (or the Allocation view) leads with Today on holdings and Unrealised instead; At risk moves to the foot of the holdings panel, and with no stop recorded the holdings are listed largest first. The phone does the same: its Today tile splits into Closed and Held, and an investment account's holdings screen leads with the day.
Customize and the range
A few parts of the dashboard can change, and Today / Week / Month / YTD / All re-scopes the figures — see Customizing your dashboard. Your open positions in full are one click away: Holdings → on the open-risk panel.
Privacy mode
The eye icon masks every sensitive number at once — handy for screenshots or shoulder-surfers. See Privacy mode.
Accounts
If you keep more than one trading account, the dashboard scopes to whichever account is active (or “All Accounts”). Switch it from the account chip at the left of the top bar, on every page. See Managing multiple accounts.