Dashboard tour
The Dashboard leads with whatever is closest to going wrong. Everything else — the per-firm cards, the activity feed — sits below that, because on any given morning the account nearest its liquidation level is the one worth seeing first.
Questions waiting
A sync can leave questions about your accounts, such as a balance change to explain or a status to confirm. While any wait, one line above the KPI row says how many, for example 3 questions about your accounts are waiting.
Click Review to answer them: the balance adjustments first, then the status questions. A question you leave for later keeps waiting, and the line goes away when none are left.
The KPI row
The five tiles at the top are your daily snapshot:
- Active evals — how many evaluations you have running right now. Click it to open the Evaluations page, every active evaluation across your brokers on one page.
- Active funded — how many funded accounts you have running right now. Click it to open the Funded page, every active funded account with its balance, profit and payout rules.
- Closest to liq. — the active account nearest its liquidation level, with the dollars of drawdown left. 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 — payouts received less spent, all-time; with nothing logged it shows a dash and no cash recorded. Click to jump to Financials.
The Closest to liq. tile’s bar takes the drawdown left’s colors, green to red, and its figure turns red when the drawdown left gets thin. The Closest to passed tile’s bar shows how far the eval has come toward its target. 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 whose drawdown left 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 its drawdown left is low. 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 plenty of drawdown left, sorted healthiest-first. Capped at 8 rows to keep the page scannable.
Recently added
The 6 latest cost or payout entries across all your accounts, by the date on each entry, so a payout you logged this morning dated today shows up here. A cost imported with no date is never among them. 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.