📊 Dashboard User Guide

The new dashboard is designed to give you a complete overview of your portfolio, assists, and assets across multiple exchanges in one place. Below is a breakdown of each area and how to use it.

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All data, performance metrics, and strategy results shown are examples and for informational purposes only. Past performance is not indicative of future results. Investing and trading involve risk, including the potential loss of principal. Use of AI-based tools does not guarantee success or profitability.

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1. Portfolio Overview (Top Section)

• Total Balance: Displays your total portfolio value across all connected exchanges.
• Reserved Funds: Shows funds currently held for open orders.
• Locked Funds: Displays funds currently held by system strategies or platform processes.
• Available for Trading: Indicates liquid funds currently accessible for trading based on current data.

👉 Tip: Hover over any info icon (i) to see definitions for these fields.

2. Portfolio Change & Performance

• Change Tracker: Helps you understand how your portfolio has performed over time.
• Time Filters: View performance over 24h, 1W, 1M, 1Y, or Custom periods.
• Chart Types:
  • Bar Chart: Visualizes account movement by exchange.
  • Line Chart: Tracks portfolio value over time with detailed hover insights.

👉 Example: On 10 June, the portfolio value displayed was approximately $10.8M, reflecting a +0.84% change that day.

Note: This is sample data for illustrative purposes only.