Skip to main content

Cash flow, active systems, and recent activity

Reading the cash flow chart, your active systems list, and the activity feed.

Written by Austin Bouley

Below your KPI cards, three sections give you a fuller picture of what's happening.

Cash flow chart

Plots your realized income over time, aggregated across all systems, so you can see the pattern rather than individual trades.

Hover or tap a point to see the value for that period.

A new account, or one whose systems haven't closed trades yet, will show an empty or sparse chart. This is normal — income appears as positions close, not as they're opened. Options systems in particular can run for weeks before a cycle completes.

Because it tracks realized income, expect it to be lumpy rather than a smooth line. Several positions closing in the same week produces a spike; a quiet stretch produces a flat run.

Active systems

Your deployed systems with their status, brokerage account, and allocation. Click any of them to open its detail page.

Worth a glance for status. If a system shows as inactive when you expect it running, open it and check whether it's been disabled or its brokerage connection has dropped.

Recent activity

A chronological feed of what's happened lately — trades opened and closed, dividends received, system executions, and notifications.

This is the quickest way to confirm your systems are doing something. A quiet feed isn't necessarily a problem: systems act on their schedules, and there are stretches with nothing to do. If it's quiet for longer than you'd expect, open the system and read its execution history, which records attempted actions and why they did or didn't result in a trade.

Empty states

All three sections handle having nothing to show. If you've just set up, expect them empty until your systems complete their first cycles.

Did this answer your question?