Dashboard tour

The Dashboard is the screen you come back to. It shows you what every active account is doing right now and surfaces the ones that need a closer look.

The KPI row

The five tiles at the top are your daily snapshot:

• Active evals and Active funded — how many of each you have running right now. Non-clickable; they’re just counts.
• Closest to liq. — the active account nearest its liquidation level, with the dollar buffer remaining. Click to jump straight to that account.
• Closest to passed — only appears when you have active evals. Shows the eval nearest its profit target. Click to jump.
• Net cash flow — payouts received minus costs paid, all-time. Click to jump to Financials.

The Closest tiles change color when the buffer gets thin. Treat them as the at-a-glance check before you start trading.

The brokers grid

Each broker you have accounts with gets a card. The card shows your active counts, lifetime totals, and a small sparkline of your cumulative trading P&L for that broker. Click a card to drill into the broker detail page.

You can navigate the grid with the arrow keys — Left/Right between cards, Up/Down between rows. Useful if you’re auditing several brokers in a row.

The order you arrange your firm cards in is remembered, so the grid looks the same next time you come back.

Accounts needing attention

Active accounts where the liquidation buffer isn’t fully green. Sorted worst-first. This isn’t an emergency list — it’s a watch list. If everything’s healthy, the section doesn’t appear.

When an account shows up here, click into it to see why the buffer is thin. The Account detail page shows your current position, recent trades, and a clearer picture of how close you actually are to the floor.

In good standing

The opposite — active accounts with comfortable buffers, sorted healthiest-first. Capped at 8 rows to keep the page scannable.

Recently added

The most recent 6 cost or payout entries across all your accounts. If you logged a payout this morning, it shows up here. Useful for confirming entries went through.

Stale sync warnings

Account rows show a sync timestamp. When it’s been more than 24 hours since the last sync for an account, the timestamp turns orange and reads “stale.” That means the balance you see may be out of date — run Sync again to refresh.