Read your Dashboard and check Connector balances
Use Dashboard to review running Plans, compare capital and benchmarks, explore daily balances and request full Connector balances. Check timestamps, distinguish robot allocations from account holdings, and review DEX fee funds separately. All example figures are simulated and do not demonstrate trading returns or promise future performance.
Read your Dashboard and check Connector balances — MP4 · SRT
Start with a clear overview
Dashboard brings together your running Plans, Connectors, strategies and balances. The example on go.php shows three simulated running Plans with mixed gains and losses and a labelled demo notice. These figures are a guide to reading the interface, not evidence of trading returns or a promise of future performance.
Compare starting and current capital
The starting-capital widget sums the configured capital of running Plans. Current capital includes their present value and open positions. Return since start compares these values. The thirty-day return uses its own period, so it can differ even for the same Plans.
Use benchmarks and check coverage
Scroll the widget row horizontally to view Buy & Hold, Plan count, strategy count and trade-count widgets. Versus Buy and Hold compares each Plan with its own benchmark basket. Positive means relative outperformance, not necessarily an absolute profit.
Check the time window and coverage. A dash means missing or insufficient observations, not a measured zero. The example intentionally includes incomplete period benchmark coverage.
Explore daily Plan balances
The chart shows completed daily closing balances for each Plan, with daily trade columns below. Click a legend entry to hide a line and drag over a period to zoom. Use the reset control to return to the full view.
Today’s unfinished day is excluded. These are Plan values, not the full balance of every linked account. The example uses 35 days of simulated closing values and trade counts.
Open the account and Plan summaries
Expand the account overview, Connector, running Plan and used-strategy cards to review statistics and navigation controls. Use these panels to navigate to the relevant configuration.
An active Plan’s mark-to-market result can differ from its realized trade result, and CONVERT unit growth can differ from cash-value profit.
Request a full Connector balance
Expand Open position balances by connector. Choose a Connector and press Show full account balance. This is an on-demand request, and the previous table is replaced by the new result. Check the Connector and update timestamp before interpreting the numbers.
Read robot allocations and DIFF
Account amount is the reported holding of that asset. Robot open amount is the quantity attributed to tracked robot positions or remaining capital. DIFF is their difference; the value columns apply the displayed prices.
DIFF is not a profit figure, a withdrawal allowance or proof that all excess funds are safe to spend. The sample holdings deliberately include unallocated amounts.
Check DEX fee funds separately
For a DEX Connector, inspect both the Vault trading-balance table and the separate bot-wallet fee table. The Arbitrum example shows separate Vault and bot ETH/USDC tables.
Trading capital and gas reserves serve different jobs. A funded Vault cannot replace a missing native ETH or SOL fee balance on its bot wallet.
Use timestamps and investigate differences
Account holdings change with fills, external transfers, fees and timing. Compare a fresh account query with the robot’s tracked allocations, and investigate unexpected shortages before creating more exposure.
For Alpaca, distinguish USD cash and securities and observe market hours. Check the USD/AAPL rows and the update timestamp when reviewing the account.
Refresh deliberately and act with context
Use Dashboard to verify balances before starting a Plan, monitor changes and follow the links back to configuration. Refresh the selected account when needed.
Manual execution can send real orders in a live account; this tutorial does not submit any manual order. Return to the running-Plan overview after reviewing the selected account.