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Reading the dashboard: what each card on Home means

Updated September 6, 2026

Home is one screen that answers one question: what should you do next. It is not a report. Every number on it is either today, your last session, or your lifetime, and each one is there because it changes what you do in the next hour.

The status strip

Five figures along the top.

  • Balance. The live balance your broker reports, summed across the accounts in scope. Where an account has not reported since you connected it, its connect-time figure stands in. It is never a snapshot with your profit added on top, because that drifts from what your firm actually sees.
  • DLL room. The dollars left today before the worst account in scope reaches its daily loss limit. Worst, not average: one account at its limit is the account that ends.
  • Trailing left. The room left against the trailing maximum loss, again on the account with the least of it. It is built from end-of-day balances per account, which is how a trailing figure is measured.
  • Days traded. How many days you have actually traded, and where your account has a minimum-days requirement, whether you have met it.
  • Clean streak. Consecutive trading days on which no rule you had armed was broken.

The hero sentence

One line under the strip, chosen by the clock and by what your tape shows. Before the open it points you at the first macro window. During the session it states your P&L and the room left against your limit. After the close it says whether the day was green or red and what to do about it. On a day with no session it points you at the week.

Under it sit short fragments that only appear when they are true: rules held so many of so many, the next high-impact release, the rule you slipped on last session, the decision number where your win rate historically dies.

If you have no trades yet it says so plainly rather than showing zeros.

Today's execution

The scorecard, and it mounts only on a day there is a session to grade, so it can never show last Tuesday under today's heading.

The headline figure is the share of today's decisions that broke none of your rules. Beside it: P&L today, the grade mix from the Trade Coach, how many of your rules held, and the room left to the daily loss limit with the account named.

Below that your decisions are sorted into three lanes, Kept, Watch and Broke, and the clean-day streak is drawn as a row of days you can read at a glance.

While the session is still open the card says it is as of your last sync, because the day is not closed yet.

If a required input is missing the card says which one and refuses to score, rather than showing a number it cannot stand behind.

Today's bias

Before the open, and only on a day the bias has actually been published, the pre-market read renders under the hero instead of the execution card. It is the same bias the Market page carries.

The four tiles

One live number each, and each one is a door.

  • Journal. Your last session's net P&L, how many decisions made it, and the grades they came back with.
  • Performance. Your win rate after a loss, against your win rate after a win. This is the single most useful pair of numbers in the app, which is why it is on the front page.
  • Coach. Your level, your clean streak, and whether the weekly report is ready.
  • Accounts. Winning days against the goal on the account closest to a payout, and how many rules you have armed. A scope holding only evaluation accounts has no payout goal, so the tile shows the rule count instead.

Focus is the past turned into one to-do: write the session note, tighten the rule that broke most this month, or read the behaviour report when your after-loss win rate has opened a gap.

This week is the future: the high-impact releases ahead, when the next bias lands, and whether one more winning day unlocks a payout request.

Open positions

A card that appears only when something is open, above everything else. Money at risk right now outranks any review.

What "decisions" means here

If you mirror one setup across several accounts, that is one decision, and every count on this page says one. The money is different: every dollar on every account is real and is summed as it happened. Counts are deduplicated, dollars never are.

What the scope controls do

The phase and account controls in the header narrow every figure on the page, and every link out of Home carries that scope with you.

There are no date pills on Home, deliberately. Nothing here is window-scoped: the strip is lifetime and today, the hero is today and your last session, the tiles are all-time. A range control that changed nothing on screen would teach you to distrust the one on the pages where it does work.

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Risk Disclosure

Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing one's financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.

Hypothetical Performance Disclosure

Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect trading results.

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