The dashboard has a narrow rail on the far left with its sections, a menu beside it with the pages of the section you are in, and your plan and profile at the top right. This guide shows where everything is.

Plan: every plan. The Screener and Workspaces need Pro or VIP.

Move between the sections

1. Click an icon in the rail on the far left: Accounts, Screener, Analytics or Monitoring. Settings is the gear at the foot of the rail.
2. The menu beside the rail lists the pages of that section. Click one to open it.

What is in each section:

• Accounts: Overview, At Risk, Warning, Healthy, and under Lists your Watch List and the lists you create.
• Screener (Pro): suggests combinations of your accounts with an allocation for each.
• Analytics: Analytics, Strategy Performance, Capital Allocation and Reports.
• Monitoring: System Health and Alerts. A red dot on the rail means alerts you have not read yet.
• Settings: Settings, Workspaces and API Docs.

Use the top bar

1. The badge shows your plan: FREE, PRO or VIP.
2. Click the bell to see your Live Alerts.
3. Click the gear to open Settings.
4. Click your name to open your profile, where you can also set the time zone the dashboard shows times in.

Read the Overview

1. Click Accounts › Overview. It opens with your Watch list: a card for each account you watch and their combined equity.
2. Below it are the totals of all your accounts: Total Balance, Total P&L, Win rate and Profit factor, with a Performance Summary for today, this week, this month and this year.
3. Further down, every account has a card. Above the cards are the search box, Filters, the card and table buttons and the eye button that hides account numbers.
4. Click an account's card to open its page.

Good to know

• The All Time button above the totals picks a date range. The totals and the cards then count only the trades closed in that range.
• Hover the i next to At Risk, Warning or Healthy to see the rule behind each page.
• The dashboard works on a phone too: the menu opens from the button at the top left.

Related guides

• Cards or table: switch views and sort your accounts
• Filter your accounts
• Group accounts in your Watch List and your own lists
• Read an account page