Help & Support

The Dashboard

What it is

The dashboard is your home page. It answers one question first: what is the next thing to do right now. At the top there is always a single action: start your morning, continue a live session, or review a day that just closed. When your last session is closed, that spot shows the day's residue instead of an empty box: trades taken, how many on plan, and a line from your own close.

Below it:

  • Your first week: a short checklist that fills in as you use the product, so you can see what is set up and what is not. Once you are past it, that spot carries one sentence each week on where your pattern work stands.
  • This week: sessions, trades, on-plan rate, how often your pattern fired and how often you caught it, and how long until your weekly review.
  • Worth knowing: small nudges when a habit slips, like sessions going unclosed.

Why it is there

One next step, not a menu. The product covers a full trading day, and a home page that lists everything makes you decide where to start every time you open it. The dashboard decides for you based on where your day actually is.

The week strip shows behavior, never money. There is no P&L on the dashboard by design. Your results live in the trading log; the home page tracks the things you control: showing up, staying on plan, catching the pattern. A green week traded badly and a red week traded well should look on this page like what they were.

The weekly line keeps the long arc visible. Daily work makes progress hard to feel. One sentence a week, drawn from your actual sessions, tells you where the work stands so improvement doesn't have to be taken on faith.

How to use it

1. Start from it

Open the dashboard, take the action it shows. If it says review yesterday, do that before starting today; the order matters.

2. Read the week strip on the days it stings

Its job is honesty on the days your P&L and your behavior disagree. On-plan rate falling while results are fine is the early warning this product exists to give you.

3. Let the nudges work

If something shows under worth knowing, it is there because the data slipped, not on a schedule. Acting on it keeps the picture the coach works from complete.

The compounding effect

The dashboard is where the rest of the product's record becomes visible: closes become the week strip, weeks become the journey line. Checking it daily costs seconds and keeps the next step, the current week, and the long arc in front of you without hunting for any of them.