📊 Dashboard - User Guide

Version: 1.0
Last Updated: 10 Dec 2025
Audience: All Flytradr users
Difficulty: Beginner

📋 Table of Contents

Overview
Quick Start
Dashboard Home
Active Bots
Current Sessions
Analytics
Strategies
Reports
Settings
Command Search
Navigation Sidebar
Help & Feedback
Keyboard Shortcuts
Tips & Best Practices
FAQ
Related Guides

1. Overview

🎯 What is the Dashboard?

The Dashboard is your command center for all trading activities on Flytradr. It provides a unified view of your performance, strategies, bots, and analytics in one place.

Screenshot: [Diagram placeholder #1 - Add relevant screenshot here]

✨ 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, and manage strategies
📊 Reports	Generate custom trading reports
⚙️ Settings	Personalize your experience
🔍 Command Search	Quick navigation (Ctrl+K)

🗺️ Dashboard Structure

Screenshot: [Diagram placeholder #2 - Add relevant screenshot here]

2. Quick Start

🚀 First-Time User Journey

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Login to your Flytradr account
Explore Home - View your stats and equity chart
Create Strategy - Build your first trading strategy
Test Strategy - Backtest and simulate
Review Analytics - Analyze your performance

📸 [Screenshot placeholder: Dashboard home with all sections visible]

3. Dashboard Home

🏠 Your Trading Overview

The Dashboard Home gives you a snapshot of your trading performance:

┌────────────────────────────────────────────────────────────────┐
│  🏠 Dashboard Home                                              │
├────────────────────────────────────────────────────────────────┤
│                                                                │
│  ┌─────────────┬─────────────┬─────────────┬─────────────┐    │
│  │  Total P&L  │  Win Rate   │  Strategies │  Backtests  │    │
│  │  +$12,450   │    62%      │     15      │     48      │    │
│  │   ↑ 8.5%    │    ↑ 3%     │             │             │    │
│  └─────────────┴─────────────┴─────────────┴─────────────┘    │
│                                                                │
│  ┌──────────────────────────────────────────────────────────┐  │
│  │              📈 EQUITY CURVE                              │  │
│  │                                                          │  │
│  │     ╭────────────────────────╮                           │  │
│  │    ╱                          ╲                          │  │
│  │   ╱                            ╲╭───────────╮            │  │
│  │  ╱                              ╰           ╲───────     │  │
│  │ ╱                                                        │  │
│  │                                                          │  │
│  │  [7D] [30D] [90D] [180D] [ALL]                          │  │
│  └──────────────────────────────────────────────────────────┘  │
│                                                                │
│  ┌──────────────────────────────────────────────────────────┐  │
│  │  📋 Recent Trades                                        │  │
│  ├──────┬────────┬────────┬────────┬─────────┬─────────────┤  │
│  │Time  │Symbol  │Side    │Qty     │Price    │P&L          │  │
│  ├──────┼────────┼────────┼────────┼─────────┼─────────────┤  │
│  │10:32 │AAPL    │🟢 BUY  │100     │$185.42  │—            │  │
│  │10:45 │AAPL    │🔴 SELL │100     │$186.15  │+$73         │  │
│  └──────┴────────┴────────┴────────┴─────────┴─────────────┘  │
│                                                                │
└────────────────────────────────────────────────────────────────┘

📊 Stats Cards

Card	Shows	Trend
Total P&L	Cumulative profit/loss	↑↓ vs last period
Win Rate	Percentage of winning trades	↑↓ vs last period
Strategies	Number of saved strategies	—
Backtests	Number of backtests run	Includes simulations

📈 Equity Chart

The equity chart shows your portfolio value over time:

Time Range	Shows
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 in time.

📋 Recent Trades Table

Sortable by any column
Filterable by symbol or side
Paginated for large datasets
Selectable rows for bulk actions

4. Active Bots

🤖 Managing Your Trading Bots

The Active Bots page lets you monitor and control your deployed trading bots:

Screenshot: [Diagram placeholder #4 - Add relevant screenshot here]

🚦 Bot Status Types

Status	Icon	Description
🟢 Running	Animated pulse	Bot is actively trading
🟡 Paused	Static	Bot is temporarily stopped
🔴 Error	Alert icon	Bot encountered an error
🔵 Warming Up	Spinner	Bot is 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 bot performance
🗑️ Delete	Remove bot permanently

📊 Bot Performance Card

Each bot shows:

Metric	Description
P&L	Total profit/loss
Win Rate	Percentage of winning trades
Trades	Total number of trades
Open Positions	Current positions held
Uptime	How long bot has been running
Last Signal	Most recent trade signal

5. Current Sessions

📡 Live Trading Sessions

Monitor your active trading sessions in real-time:

Screenshot: [Diagram placeholder #5 - Add relevant screenshot here]

📑 Session Tabs

Tab	Content
Overview	Session stats, top/worst performers
Positions	All open positions with unrealized P&L
Orders	Pending orders with cancel option
Recent Trades	Last 20 completed trades

📈 Positions Tab

Screenshot: [Diagram placeholder #6 - Add relevant screenshot here]

📋 Orders Tab

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6. Analytics

📈 Deep Trading Insights

The Analytics dashboard provides 7 specialized analysis panels:

Screenshot: [Diagram placeholder #8 - Add relevant screenshot here]

📊 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 Panel

┌────────────────────────────────────────────────────────────────┐
│  💰 Platform ROI                                               │
├────────────────────────────────────────────────────────────────┤
│                                                                │
│  Subscription Cost:     $49/month                              │
│  Trading Gains:         +$2,450                                │
│  ────────────────────────────────────                          │
│  Net ROI:              +$2,401 (+4,900% ROI)                  │
│                                                                │
│  💡 Your Flytradr subscription has paid for itself 49x over!  │
│                                                                │
└────────────────────────────────────────────────────────────────┘

📋 Strategy Attribution Panel

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⚠️ Risk Intelligence Panel

Metric	Description	Your Value
Sharpe Ratio	Risk-adjusted return	1.85
Sortino Ratio	Downside risk-adjusted	2.15
Max Drawdown	Largest peak-to-trough loss	-8.5%
Value at Risk (VaR)	95% daily loss limit	-$450
Current Drawdown	Current peak-to-trough	-2.1%

🧠 Trading Behavior Panel

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7. Strategies

📋 Your Strategy Library

Manage all your trading strategies in one place:

Screenshot: [Diagram placeholder #11 - Add relevant screenshot here]

🎨 View Options

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

📊 Sort Options

Sort By	Description
Name	Alphabetical order
Created	Newest first
Updated	Recently modified first
Performance	Best performers first

🔍 Filter Options

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

📇 Strategy Card

Each strategy card shows:

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 a card to flip and see more details:

┌────────────────────────────────────────────────────────────────┐
│  📋 Golden Cross RSI (Back)                                    │
├────────────────────────────────────────────────────────────────┤
│                                                                │
│  ENTRY RULES:                                                  │
│  • SMA(50) crosses above SMA(200)                              │
│  • RSI(14) > 30 and < 70                                       │
│                                                                │
│  EXIT RULES:                                                   │
│  • SMA(50) crosses below SMA(200)                              │
│  • Take profit at 5%                                           │
│  • Stop loss at 2%                                             │
│                                                                │
│  BACKTEST RESULTS:                                             │
│  Win Rate: 68% | Profit Factor: 1.85 | Max DD: -8.5%           │
│                                                                │
│  [Open in Strategy Builder] [Run Backtest]                     │
│                                                                │
└────────────────────────────────────────────────────────────────┘

8. Reports

📊 Generate Trading Reports

Create comprehensive reports for analysis and tax purposes:

┌────────────────────────────────────────────────────────────────┐
│  📊 Reports                               [+ Generate Report]  │
├────────────────────────────────────────────────────────────────┤
│                                                                │
│  📌 QUICK REPORTS                                              │
│  ┌────────────────┬────────────────┬────────────────┐         │
│  │ 📅 Monthly     │ 📊 YTD Summary │ 💰 Tax Report  │         │
│  │    Statement   │                │                │         │
│  │                │                │                │         │
│  │ Current Month  │ Year to Date   │ Last Year      │         │
│  │ [Generate]     │ [Generate]     │ [Generate]     │         │
│  └────────────────┴────────────────┴────────────────┘         │
│                                                                │
│  📋 RECENT REPORTS                                             │
│  ┌──────────────────────────────────────────────────────────┐  │
│  │ Report Name          │ Type       │ Date      │ Actions  │  │
│  ├──────────────────────┼────────────┼───────────┼──────────┤  │
│  │ November Statement   │ Monthly    │ Dec 1     │ [View]   │  │
│  │ Q3 Performance       │ Quarterly  │ Oct 1     │ [View]   │  │
│  │ 2024 Tax Summary     │ Tax        │ Jan 15    │ [View]   │  │
│  └──────────────────────┴────────────┴───────────┴──────────┘  │
│                                                                │
│  ⏰ SCHEDULED REPORTS                                          │
│  ┌──────────────────────────────────────────────────────────┐  │
│  │ Weekly Performance  │ Every Monday  │ Email    │ [Edit]  │  │
│  │ Monthly Statement   │ 1st of Month  │ PDF      │ [Edit]  │  │
│  └──────────────────────────────────────────────────────────┘  │
│                                                                │
└────────────────────────────────────────────────────────────────┘

📌 Quick Report Types

Report	Description	Period
Monthly Statement	Trades, P&L, metrics for the month	Current month
YTD Summary	Year-to-date performance 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

Set up automatic report generation:

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

9. Settings

⚙️ Personalize Your Experience

Access settings from the sidebar or press Ctrl+,:

┌────────────────────────────────────────────────────────────────┐
│  ⚙️ Settings                                                   │
├────────────────────────────────────────────────────────────────┤
│                                                                │
│  ┌─────────────────┐  ┌──────────────────────────────────────┐ │
│  │ 👤 Profile      │  │                                      │ │
│  │ 📈 Trading      │  │  👤 PROFILE SETTINGS                 │ │
│  │ 🔔 Notifications│  │                                      │ │
│  │ 🎨 Appearance   │  │  Display Name: John Trader           │ │
│  │ 📋 Strategies   │  │  Email: john@example.com             │ │
│  │ 📊 Reports      │  │  Timezone: America/New_York          │ │
│  │ 🔒 Security     │  │  Date Format: MM/DD/YYYY             │ │
│  │ 🔗 Integrations │  │  Currency: USD                       │ │
│  └─────────────────┘  │                                      │ │
│                       │  [Save Changes]                      │ │
│                       └──────────────────────────────────────┘ │
│                                                                │
└────────────────────────────────────────────────────────────────┘

⚙️ Settings Categories

Category	Icon	Settings
Profile	👤	Name, email, timezone, formats
Trading	📈	Default order type, risk %, position sizing
Notifications	🔔	Email, push, sounds, digest frequency
Appearance	🎨	Theme, accent color, layout, compact mode
Strategies	📋	Default indicators, backtest settings
Reports	📊	Default format, scheduled reports
Security	🔒	Password, 2FA, session management
Integrations	🔗	Broker connections, API keys

🎨 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)

Press Ctrl+K (or Cmd+K on Mac) to open the command palette:

┌────────────────────────────────────────────────────────────────┐
│  🔍 Search commands...                                         │
├────────────────────────────────────────────────────────────────┤
│                                                                │
│  NAVIGATION                                                    │
│  ────────────                                                  │
│  🏠 Go to Dashboard                                            │
│  📋 Go to Strategies                                           │
│  📈 Go to Analytics                                            │
│  📊 Go to Reports                                              │
│                                                                │
│  TOOLS                                                         │
│  ─────                                                         │
│  🔧 Open Strategy Builder                                      │
│  🧪 Open Backtesting Lab                                       │
│  🎮 Open Simulator                                             │
│  📄 Open Paper Trader                                          │
│                                                                │
│  SETTINGS                                                      │
│  ────────                                                      │
│  👤 Profile Settings                                           │
│  🎨 Appearance Settings                                        │
│  🔔 Notification Settings                                      │
│                                                                │
│  QUICK ACTIONS                                                 │
│  ─────────────                                                 │
│  ➕ Create New Strategy                                        │
│  🌙 Toggle Dark Mode                                           │
│                                                                │
└────────────────────────────────────────────────────────────────┘

🎯 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

┌─────────────────────┐
│  FLYTRADR           │
│  ─────────────────  │
│                     │
│  DASHBOARD          │
│  🏠 Home            │
│  🤖 Active Bots     │
│  📡 Current Sessions│
│  📈 Analytics       │
│  📋 Strategies      │
│  📊 Reports         │
│                     │
│  ─────────────────  │
│                     │
│  TOOLS              │
│  🔧 Strategy Builder│
│  🧪 Backtesting Lab │
│  🎮 Simulator       │
│  📄 Paper Trader    │
│                     │
│  ─────────────────  │
│                     │
│  ⚙️ Settings        │
│  ❓ Help & Feedback │
│                     │
│  ─────────────────  │
│                     │
│  👤 John Trader     │
│  john@example.com   │
│  [Logout]           │
│                     │
└─────────────────────┘

🔄 Sidebar Controls

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

12. Help & Feedback

❓ Getting Help

Access help from the sidebar:

┌────────────────────────────────────────────────────────────────┐
│  ❓ Help & Feedback                                            │
├────────────────────────────────────────────────────────────────┤
│                                                                │
│  📚 DOCUMENTATION                                              │
│  ┌─────────────────────────────────────────────────────────┐   │
│  │ • Getting Started Guide                                 │   │
│  │ • Strategy Builder Tutorial                             │   │
│  │ • Backtesting Lab Guide                                 │   │
│  │ • API Documentation                                     │   │
│  └─────────────────────────────────────────────────────────┘   │
│                                                                │
│  💬 CONTACT SUPPORT                                            │
│  ┌─────────────────────────────────────────────────────────┐   │
│  │ Email: support@flytradr.com                             │   │
│  │ Chat: Available 9 AM - 6 PM EST                         │   │
│  └─────────────────────────────────────────────────────────┘   │
│                                                                │
│  📝 SEND FEEDBACK                                              │
│  ┌─────────────────────────────────────────────────────────┐   │
│  │ Type: [Bug Report ▼]                                    │   │
│  │ Message: [                                      ]       │   │
│  │ [Send Feedback]                                         │   │
│  └─────────────────────────────────────────────────────────┘   │
│                                                                │
└────────────────────────────────────────────────────────────────┘

📝 Feedback Types

Type	Use For
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

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

Use Command Search (Ctrl+K)
- Fastest way to navigate
- Search for anything: pages, settings, actions
Star Your Best Strategies
- Mark favorites with ⭐
- Filter to show only favorites
Set Up Scheduled Reports
- Automate weekly/monthly reports
- Get them delivered to your email
Check Analytics Weekly
- Review trading behavior patterns
- Identify optimal trading hours
Customize Your Theme
- Use dark mode for less eye strain
- Choose an accent color you like

⚠️ Common Mistakes

Mistake	Solution
Ignoring Analytics	Check at least weekly
Not using keyboard 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

Q: How do I create a new strategy? A: Click "+ New Strategy" in the Strategies page or press Ctrl+Shift+N.

Q: Where can I see my trading history? A: Dashboard Home shows recent trades. For full history, go to Reports and generate a trade history report.

Q: How do I change my timezone? A: Settings → Profile → Timezone dropdown.

Q: Can I export my data? A: Yes! Go to Reports and generate a CSV export.

Q: How do I enable dark mode? A: Settings → Appearance → Theme → Dark (or press Ctrl+K and type "dark mode").

Q: What do the bot status colors mean? A: 🟢 Running, 🟡 Paused, 🔴 Error, 🔵 Warming Up.

Q: How often does the dashboard update? A: Real-time data updates every 2-5 seconds.

Q: Can I customize the dashboard layout? A: Currently, you can collapse the sidebar. More customization coming soon!

16. Related Guides

📚 Continue Learning

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

🔧 Developer Documentation

Dashboard SOP - Technical implementation details

🆘 Need Help?

📧 Email: support@flytradr.com
💬 Chat: In-app support widget
📖 Docs: Full documentation at docs.flytradr.com

Last updated: December 10, 2025
Version: 1.0