The dashboard is your home screen once setup is complete. It pulls together everything happening across your systems and brokerage accounts.
KPI cards
Four summary figures across the top:
Total income — realized income generated by your systems. Realized means actually banked: closed trades, collected premium, dividends received. Open positions showing an unrealized gain don't count until they close.
Active systems — how many are currently running.
Account value — combined value of your connected brokerage accounts, as reported by your brokerages.
Buying power — what your brokerages will currently let you deploy.
The rest of the page
Below the KPIs you'll find the monthly income banner, cash flow chart, your active systems, and a recent activity feed. Each is covered in its own article.
Where the numbers come from
Account value and buying power come from your brokerages. Income figures are calculated from your systems' completed trades.
We've improved how account value is calculated so that it tracks your brokerage more closely, particularly when you're holding open option positions or shares that were recently assigned. If you'd previously noticed the figure drifting from what your brokerage showed, it should now line up much more closely.
Some difference is still normal. Brokerages report with a delay, especially outside market hours and around settlement, so a snapshot taken at a slightly different moment won't match to the dollar. If something looks materially off, compare against your brokerage's own dashboard first.
If a section shows a warning
You may see a warning banner on one part of the page while everything else works. This means we couldn't load that particular piece of data, usually a temporary brokerage connection issue. Refresh after a moment.
Your systems keep operating regardless of whether the dashboard displays correctly. A display problem is not a trading problem.
Going deeper
The dashboard is a summary. For detail, use Systems for per-system performance and trade history, and Reports for formal monthly summaries.