📊 Dashboard User Guide

Your command center for all trading activities on Flytradr. Monitor performance, manage bots, and analyze your trading strategies.

📋 Table of Contents

1. Overview
2. Quick Start
3. Dashboard Home
4. Active Bots
5. Current Sessions
6. Analytics
7. Strategies
8. Reports
9. Settings
10. Command Search
11. Navigation Sidebar
12. Help & Feedback
13. Keyboard Shortcuts
14. Tips & Best Practices
15. FAQ
16. Related Guides

1. Overview

🎯 What is the Dashboard?

The Dashboard is your command center for all trading activities on Flytradr.

Main Sections:

• 🏠 Home - Quick stats, equity chart, recent trades
• 🤖 Active Bots - Manage running paper trading sessions
• 📡 Sessions - Live positions and orders
• 📈 Analytics - 7 specialized analysis panels
• 📋 Strategies - View and organize your strategies
• 📊 Reports - Generate custom trading reports
• ⚙️ Settings - Personalize your experience
• 🔍 Command Search - Quick navigation (Ctrl+K)

2. Quick Start

Your First Dashboard Session:

1. Login to your Flytradr account
2. Explore Home - View your stats and equity chart
3. Create Strategy - Build your first trading strategy
4. Test Strategy - Run a backtest or simulation
5. Review Analytics - Analyze performance

💡 Tip: Use Ctrl+K to quickly navigate anywhere in the platform

3. Dashboard Home

Your Trading Overview:

Stats Cards:

• 💰 Total P&L - Cumulative profit/loss with trend
• 🎯 Win Rate - Percentage of winning trades
• 📋 Strategies - Number of saved strategies
• 🧪 Backtests - Total tests run (includes simulations)

💱 Currency Display: All P&L values are automatically converted to your preferred currency (set in Settings → Profile) using live FX rates.

Equity Chart: View your portfolio performance over different time periods:

• 7D (Last 7 days)
• 30D (Last 30 days)
• 90D (Last 90 days)
• 180D (Last 6 months)
• ALL (All time)

💡 Tip: Hover over the chart to see exact values at any point

Recent Trades Table:

• Sortable by clicking column headers
• Filterable by symbol or side (buy/sell)
• Paginated for large datasets
• Selectable rows for bulk actions

4. Active Bots

Bot Management:

Bot Status Colors:

• 🟢 Running - Actively trading (animated pulse)
• 🟡 Paused - Temporarily stopped
• 🔴 Error - Encountered an error
• 🔵 Warming Up - Loading indicator history

Bot Filters:

• Market: Crypto, Stocks, Forex, Futures, Options
• Status: Running, Paused, Error, Warming Up
• Trade Type: Intraday, Swing, Scalping, Positional

Bot Actions:

• ▶️ Start - Begin trading
• ⏸️ Pause - Temporarily stop (hold positions)
• ⏹️ Stop - End bot (close all positions)
• 📊 Details - View detailed performance
• 🗑️ Delete - Remove permanently

Bot Performance Card Shows:

• 💰 Total P&L
• 🎯 Win Rate %
• 🔄 Total Trades
• 📈 Open Positions
• ⏱️ Uptime
• 📡 Last Signal

5. Current Sessions

Live Trading Sessions:

Session Tabs:

• Overview - Session stats, top/worst performers
• Positions - Open positions with unrealized P&L
• Orders - Pending orders with cancel option
• Recent Trades - Last 20 completed trades

6. Analytics

Deep Trading Insights - 7 Analysis Panels:

1. 💰 Platform ROI - Is your subscription paying off?
2. 📋 Strategy Attribution - Which strategies perform best?
3. ⚠️ Risk Intelligence - Sharpe ratio, VaR, drawdowns
4. 🧠 Trading Behavior - Optimal hours, overtrading detection
5. 💵 Capital Efficiency - How well is capital utilized?
6. 📊 Benchmarks - Compare vs S&P 500, risk-free rate
7. 🎯 Overall Health Score - Composite score (0-100)

Platform ROI Example:

• Subscription Cost: $49/month
• Trading Gains: +$2,450
• Net ROI: +$2,401 (+4,900%)

💡 Your subscription paid for itself 49x over!

Risk Intelligence Metrics:

7. Strategies

Your Strategy Library:

View Options:

• Grid - Card layout with visual preview
• List - Compact table view

Filter Options:

• Source: Created, Imported, Purchased
• Favorites: Show only starred strategies
• Status: Draft, Active, Archived

Strategy Card Shows:

• ⭐ Star to mark as favorite
• 📝 Strategy name
• 🏷️ Type (Trend Following, Mean Reversion, etc.)
• 📊 Key indicators used
• 📅 Last updated date
• ⚙️ Actions (Edit, Backtest, Delete)

Flip Card Details: Click any strategy card to see:

• Entry Rules
• Exit Rules
• Backtest Results (Win Rate, Profit Factor, Max Drawdown)
• Quick Actions (Open in Builder, Run Backtest)

8. Reports

Generate Trading Reports:

Quick Report Types:

• 📅 Monthly Statement - Trades, P&L, metrics for current month
• 📊 YTD Summary - Year-to-date overview (Jan 1 - Today)
• 💰 Tax Report - Tax-ready trade summary (last calendar year)
• 📋 Strategy Card - Single strategy performance (all time)

Report Categories:

• Performance - Equity curves, returns, metrics
• Strategy - Per-strategy breakdown
• Tax - Cost basis, gains/losses
• Risk - Drawdowns, VaR, Sharpe
• Activity - Trade logs, order history

Export Formats:

• PDF - Printable reports
• CSV - Spreadsheet analysis
• JSON - Data integration

Scheduled Reports:

• Frequency: Daily, Weekly, Monthly, Quarterly
• Delivery: Email, Download, Both
• Format: PDF or CSV

9. Settings

Personalize Your Experience:

Settings Categories:

• 👤 Profile - Name, email, timezone, currency
• 📈 Trading - Default order type, risk %, position sizing
• 🔔 Notifications - Email, push, sounds, digest
• 🎨 Appearance - Theme, accent color, layout
• 🔒 Security - Password, 2FA, session management
• 🔗 Integrations - Broker connections, API keys

💱 Currency Settings

Your display currency affects how P&L values are shown across the platform:

💡 Automatic Conversion: All P&L values from backtests, simulations, and paper trading are converted using live FX rates. Original values are preserved; only the display is converted.

🎨 Appearance Settings

🔔 Notification Settings

10. Command Search

Quick Navigation with Ctrl+K:

Command Categories:

• Navigation - Go to Dashboard, Strategies, Analytics, etc.
• Tools - Open Strategy Builder, Backtesting Lab, Simulator, Paper Trader
• Settings - Profile, Appearance, Notifications
• Quick Actions - New Strategy, Toggle Theme
• Theme - Switch to Light/Dark/System
• Help - Open Documentation, Contact Support

💡 Tip: Press Ctrl+K (or Cmd+K on Mac) from anywhere to open command search

11. Navigation Sidebar

Sidebar Structure:

Dashboard Section:

• 🏠 Home
• 🤖 Active Bots
• 📡 Current Sessions
• 📈 Analytics
• 📋 Strategies
• 📊 Reports

Tools Section:

• 🔧 Strategy Builder
• 🧪 Backtesting Lab
• 🎮 Simulator
• 📄 Paper Trader

Footer:

• ⚙️ Settings
• ❓ Help
• 👤 Profile

Sidebar Controls:

• Collapse: Click collapse button or press [
• Expand: Click expand button or press ]
• Navigate: Click any menu item

12. Help & Feedback

Getting Help:

Documentation Resources:

• Getting Started Guide - First-time setup
• Strategy Builder Tutorial - Create strategies
• Backtesting Lab Guide - Test strategies
• API Documentation - Developer reference

Feedback Types:

• Bug Report - Something isn't working
• Feature Request - Suggest new functionality
• General Feedback - Other comments
• Question - Need help with something

13. Keyboard Shortcuts

⌨️ Global Shortcuts

📋 Table Shortcuts

14. Tips & Best Practices

Pro Tips:

✅ Use Command Search (Ctrl+K) - Navigate 3x faster than clicking ✅ Star Your Best Strategies - Quick filter access with favorites ✅ Schedule Reports - Never miss weekly insights ✅ Check Analytics Weekly - Identify and optimize trading patterns ✅ Customize Theme - Dark mode reduces eye strain ✅ Learn Keyboard Shortcuts - Boost your productivity

Common Mistakes to Avoid:

❌ Ignoring Analytics - Check at least weekly to improve ❌ Not using shortcuts - Learn Ctrl+K for quick navigation ❌ Too many active bots - Start with 1-2 to learn the platform ❌ Skipping warmup period - Wait for indicators to load before trading

15. FAQ

❓ Frequently Asked Questions

16. Related Guides

Continue Your Journey:

• 📋 Strategy Builder - Create trading strategies
• 🧪 Backtesting Lab - Test on historical data
• 🎮 Simulator - Simulate with execution realism
• 📄 Paper Trader - Test with live market data

🆘 Need Help?

• In-app support: Press Ctrl + ?
• Email: support@flytradr.com
• Documentation: docs.flytradr.com

Happy trading! 📊