Each system's detail page is where you monitor and control it. Open it by clicking a system card on the Systems page.
Header
The system name, its status, the brokerage account it runs in, and its allocation. If you run the same system on two accounts, the last four digits of the account number distinguish them.
Metrics
Summary cards covering income generated, yield, and open positions. These reflect this system only, not your account as a whole — for the full picture, use the dashboard.
Performance chart
Value over time, with toggles for 3M, 6M, 1Y, and All. Switching the period changes only what's displayed; it doesn't affect the system.
A new system will look sparse. Give it a full cycle or two before drawing conclusions from the shape of the line.
Rules
A plain-language description of what the system will do, based on your current settings. This updates as you change them — worth reading after any change to confirm the system will behave as you expect.
Settings
The configuration form for this system. See Changing your system settings.
Trade history
Open and closed trades in separate tabs. See Trade history and execution logs.
Execution history
A log of every action the system has taken, with timestamps and outcomes. The place to look when you want to know why something did or didn't happen.
Settings history
A read-only record of past configuration changes. Useful for connecting a shift in performance to a setting you changed.
More options
Additional actions: trigger a manual entry, import existing broker trades, and delete the system. Each is covered in its own article.
If part of the page doesn't load
You may see a warning banner on one section while the rest of the page works normally. This usually means we couldn't reach your brokerage for that piece of data. Refresh after a moment. Your system continues operating regardless of whether the page displays correctly.
