📊 Dashboard User Guide

Version: 2.1
Last Updated: 21 December 2025
Audience: All Flytradr Users
Difficulty: Beginner

📋 Table of Contents

1. Overview

🎯 What is the Dashboard?

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

✨ Key Features

Feature	Description
🏠 Home Overview	Quick stats, equity chart, recent trades
🤖 Bot Management	Start, pause, stop trading bots
📡 Live Sessions	Real-time positions and orders
📈 Analytics	7 specialized analysis panels
📋 Strategies	View, organize, manage strategies
📊 Reports	Generate custom trading reports
⚙️ Settings	Personalize your experience
🔍 Command Search	Quick navigation (`Ctrl+K`)

2. Quick Start

🚀 First-Time User Journey

Step	Action
1️⃣	Login to your Flytradr account
2️⃣	Explore Home - View stats and equity chart
3️⃣	Create Strategy - Build your first strategy
4️⃣	Test Strategy - Backtest and simulate
5️⃣	Review Analytics - Analyze performance

3. Dashboard Home

🏠 Your Trading Overview

📊 Stats Cards

Card	Shows	Trend
💰 Total P&L	Cumulative profit/loss	↑↓ vs last period
🎯 Win Rate	% of winning trades	↑↓ vs last period
📋 Strategies	Saved strategy count	-
🧪 Backtests	Tests run	Includes simulations

💱 Currency Display: All P&L values are automatically converted to your preferred currency (set in Settings → Profile). Live FX rates are used for real-time conversion.

📈 Equity Chart

Range	Period
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

Feature	Description
🔀 Sortable	Click column headers
🔍 Filterable	By symbol or side
📄 Paginated	For large datasets
☑️ Selectable	For bulk actions

4. Active Bots

🤖 Bot Management

🚦 Bot Status Colors

Status	Icon	Description
🟢 Running	Animated pulse	Actively trading
🟡 Paused	Static	Temporarily stopped
🔴 Error	Alert icon	Encountered error
🔵 Warming Up	Spinner	Loading indicators

🎛️ Bot Filters

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

⚙️ Bot Actions

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

📊 Bot Performance Card

Metric	Description
💰 P&L	Total profit/loss
🎯 Win Rate	% winning trades
🔄 Trades	Total trade count
📈 Open Positions	Current positions
⏱️ Uptime	How long running
📡 Last Signal	Most recent trade signal

5. Current Sessions

📡 Live Trading Sessions

📑 Session Tabs

Tab	Content
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

📊 Analytics Panels

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

💰 Platform ROI Example

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

💡 Your Flytradr subscription paid for itself 49x over!

⚠️ Risk Intelligence Metrics

Metric	Description	Target
Sharpe Ratio	Risk-adjusted return	> 1.0
Sortino Ratio	Downside risk-adjusted	> 1.5
Max Drawdown	Largest peak-to-trough	< 20%
Value at Risk	95% daily loss limit	Varies
Current Drawdown	Current peak-to-trough	< 10%

7. Strategies

📋 Your Strategy Library

🎨 View Options

View	Description
Grid	Card layout with visual preview
List	Compact table view

🔍 Filter Options

Filter	Options
Source	Created, Imported, Purchased
Favorites	Show only starred
Status	Draft, Active, Archived

📇 Strategy Card Elements

Element	Description
⭐ Star	Mark as favorite
📝 Name	Strategy name
🏷️ Type	Trend Following, Mean Reversion, etc.
📊 Indicators	Key indicators used
📅 Last Updated	When last modified
⚙️ Actions	Edit, Backtest, Delete

🔄 Flip Card Details

Click any strategy card to see:

Section	Content
Entry Rules	Buy conditions
Exit Rules	Sell conditions
Backtest Results	Win Rate, Profit Factor, Max DD
Quick Actions	Open in Builder, Run Backtest

8. Reports

📊 Generate Trading Reports

📌 Quick Report Types

Report	Description	Period
📅 Monthly Statement	Trades, P&L, metrics	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

Category	Contains
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

Format	Use Case
PDF	Printable reports
CSV	Spreadsheet analysis
JSON	Data integration

⏰ Scheduled Reports

Setting	Options
Frequency	Daily, Weekly, Monthly, Quarterly
Delivery	Email, Download, Both
Format	PDF, CSV

9. Settings

⚙️ Personalize Your Experience

⚙️ Settings Categories

Category	Icon	Settings
Profile	👤	Name, email, timezone, currency
Trading	📈	Default order type, risk %, 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:

Currency	Symbol	Regions
🇺🇸 US Dollar	$	Americas
🇪🇺 Euro	€	European Union
🇬🇧 GBP	£	United Kingdom
🇮🇳 INR	₹	India

💡 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

Setting	Options
Theme	Light, Dark, System
Accent Color	Blue, Green, Purple, Orange, Red
Sidebar	Expanded, Collapsed
Compact Mode	Normal, Compact
Chart Style	Line, Candlestick, Area

🔔 Notification Settings

Notification	Email	Push	Sound
Trade Executed	✅/❌	✅/❌	✅/❌
Order Filled	✅/❌	✅/❌	✅/❌
Bot Alert	✅/❌	✅/❌	✅/❌
Price Alert	✅/❌	✅/❌	✅/❌
Report Ready	✅/❌	✅/❌	-

10. Command Search

🔍 Quick Navigation (Ctrl+K)

🎯 Command Categories

Category	Examples
Navigation	Go to Dashboard, Strategies, Analytics
Tools	Open Strategy Builder, Backtesting Lab
Settings	Profile, Appearance, Notifications
Quick Actions	New Strategy, Toggle Theme
Theme	Switch to Light/Dark/System
Help	Open Documentation, Contact Support

11. Navigation Sidebar

📍 Sidebar Structure

🔄 Sidebar Controls

Action	How
Collapse	Click collapse button or press `[`
Expand	Click expand button or press `]`
Navigate	Click any menu item

12. Help & Feedback

❓ Getting Help

📚 Documentation Resources

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

📝 Feedback Types

Type	Use For
Bug Report	Something isn't working
Feature Request	Suggest new functionality
General Feedback	Other comments
Question	Need help

13. Keyboard Shortcuts

⌨️ Global Shortcuts

Shortcut	Action
`Ctrl+K` / `Cmd+K`	🔍 Open Command Search
`Ctrl+,` / `Cmd+,`	⚙️ Open Settings
`[`	◀️ Collapse Sidebar
`]`	▶️ Expand Sidebar
`Ctrl+D`	🏠 Go to Dashboard
`Ctrl+Shift+N`	➕ New Strategy

📋 Table Shortcuts

Shortcut	Action
`↑` / `↓`	Navigate rows
`Space`	Select row
`Enter`	Open selected item
`Delete`	Delete selected

14. Tips & Best Practices

💡 Pro Tips

Tip	Benefit
🔍 Use Command Search	Navigate 3x faster
⭐ Star Best Strategies	Quick filter access
⏰ Schedule Reports	Never miss insights
📈 Check Analytics Weekly	Optimize trading hours
🎨 Customize Theme	Better focus

⚠️ Common Mistakes to Avoid

Mistake	Solution
Ignoring Analytics	Check at least weekly
Not using shortcuts	Learn `Ctrl+K`
Too many active bots	Start with 1-2
Skipping warmup	Wait for bots to warm up

15. FAQ

❓ Frequently Asked Questions

Question	Answer
How do I create a strategy?	Click "+ New Strategy" or `Ctrl+Shift+N`
Where's my trading history?	Dashboard Home → Recent Trades, or Reports for full history
How to change timezone?	Settings → Profile → Timezone
Can I export data?	Yes! Reports → Generate CSV export
How to enable dark mode?	Settings → Appearance → Theme → Dark
What do bot colors mean?	🟢 Running, 🟡 Paused, 🔴 Error, 🔵 Warming Up
How often does data update?	Real-time, every 2-5 seconds
Can I customize layout?	Sidebar collapsible. More customization coming soon!

16. Related Guides

📚 Continue Learning

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

🔧 Developer Documentation

Dashboard SOP - Technical implementation details

🆘 Need Help?

Channel	Contact
📧 Email	support@flytradr.com
💬 Chat	In-app support widget
📖 Docs	docs.flytradr.com

🔄 Changelog

Version	Date	Changes
2.1	21 Dec 2025	Added currency settings section
2.0	18 Dec 2025	Added mermaid diagrams, modernized styling
1.0	10 Dec 2025	Initial dashboard guide

Happy trading! 📊

🔧 Troubleshooting