# Dashboard Overview

![](https://1525097614-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2GvzUTgKmlSO79AWVTXl%2Fuploads%2Fgit-blob-1935538c7959e5e365d887080d427ff9d756253f%2Fheader.jpeg?alt=media)

## Dashboard Overview

The PulseTrader dashboard is your command center for quantitative trading. Designed with both beginners and experienced traders in mind, it provides real-time insights, comprehensive analytics, and intuitive controls for managing your automated trading activities.

### 🎯 **Dashboard Philosophy**

#### **Information Hierarchy**

* **Critical Information First**: Account balance, active positions, and alerts
* **Actionable Insights**: New signals, performance metrics, and trading opportunities
* **Portfolio Analytics**: Position tracking, P\&L calendar, and daily performance breakdown
* **Detailed Data**: Order history, strategy performance, and market analysis
* **Quick Actions**: One-click signal execution, position management, and risk controls

#### **User Experience Principles**

* **Clarity**: Clean, uncluttered interface with clear visual hierarchy
* **Speed**: Real-time updates with minimal latency via WebSocket connections
* **Accessibility**: Responsive design optimized for desktop and tablet
* **Efficiency**: One-click execution with comprehensive signal information

***

### 📊 **Main Dashboard Layout**

![PulseTrader Main Dashboard](https://1525097614-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2GvzUTgKmlSO79AWVTXl%2Fuploads%2Fgit-blob-f7a73dad1d0ef5144fa80918e4b557783c9b36b8%2Fmainscreen.png?alt=media)

*Live view of the PulseTrader trading interface showing real-time signals, portfolio balance, and trading opportunities*

#### **Header Section**

The top navigation bar displays your essential account information:

* **Total Balance**: Current portfolio value in USD
* **Available**: Funds available for trading
* **Positions**: Value of open positions
* **XP Balance**: Experience points earned from successful trades
* **User Profile**: Connected wallet address with settings menu

#### **Navigation Tabs**

Quick access to all platform features:

* **All Trades**: Live crypto trading signals and opportunities across HyperLiquid, Lighter, and more
* **Q-Alpha Hub**: Advanced signal analytics, strategy performance, and market research
* **RWA**: Real-world asset trading signals for stocks, commodities, forex, and indices via Ostium
* **Starred**: Your favorite markets and bookmarked signals for quick access
* **Referrals**: [3-tier referral program](https://docs.pulsetrader.xyz/platform-features/referrals) dashboard with commission tracking and code management
* **My Trades**: Complete portfolio management with positions, orders, trade history, and P\&L calendar

**Note**: The [Leaderboard](https://docs.pulsetrader.xyz/platform-features/leaderboard) can be accessed via your profile menu or by visiting the leaderboard page directly to view your ranking and compete with other traders globally.

#### **Signal Filtering**

Advanced filtering system to customize your trading view:

**Assets Filter**

* Filter by specific cryptocurrencies or "All Assets"

**Strategy Filter**

* **Q-Pulse**: Momentum-based strategy for capturing rapid price movements
* **Q-XTrend**: Trend-following strategy for sustained directional moves
* **Other**: Alternative strategies

**Style Filter**

* **Short Term Momentum**: Quick, short-term trades designed for rapid entries and exits
* **Day Trading**: Intraday positions held for several hours within the same day
* **Swing**: Longer-term positions held over multiple days for extended moves

**Direction Filter**

* **Long**: Bullish positions
* **Short**: Bearish positions

#### **Live Signals Table**

Real-time trading opportunities with comprehensive data:

| Column              | Description                                                                |
| ------------------- | -------------------------------------------------------------------------- |
| **Assets**          | Cryptocurrency pair with logo (BTC-USD, ETH-USD, etc.)                     |
| **Current Price**   | Live market price with real-time updates                                   |
| **Strategy**        | Algorithm generating the signal (Q-XTrend, Q-Pulse)                        |
| **Direction**       | Trade direction (Long/Short) with visual indicators                        |
| **Style**           | Trading timeframe classification (Short Term Momentum, Day Trading, Swing) |
| **Suggested Entry** | Recommended entry price from the strategy                                  |
| **Leverage**        | Recommended leverage multiplier                                            |
| **Confidence**      | Signal strength (High/Medium/Low) with color coding                        |
| **Max Return**      | Potential profit percentage to TP2 target                                  |
| **Time**            | Signal generation timestamp (relative time)                                |
| **Action**          | One-click execution button to open trade modal                             |

#### **Key Interface Features**

**Real-Time Updates**

* Live price feeds and signal updates
* Instant refresh capability with "Refresh" button
* Color-coded confidence levels for quick assessment

**Signal Execution**

* Action button opens detailed trade modal for each signal
* Review full signal details including TP/SL levels before execution
* Edit risk parameters and position size before placing order
* One-click final execution after review

**Professional Design**

* Dark theme optimized for extended trading sessions
* Clean, uncluttered layout focusing on essential trading information
* Responsive design optimized for desktop and tablet devices
* Real-time WebSocket data updates for minimal latency

***

### 🎯 **Signal Execution Interface**

![Signal Execution Screen](https://1525097614-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2GvzUTgKmlSO79AWVTXl%2Fuploads%2Fgit-blob-e464a4e3348304446e72046e69c8b78295f212bb%2Fsignalexecutionscreen.png?alt=media)

*Advanced signal execution interface providing comprehensive trade analysis and risk management*

#### **Professional Trading Tools**

**Advanced Chart Analysis**

* **TradingView Integration**: Professional-grade charting with full technical analysis
* **Multiple Timeframes**: 1m, 5m, 15m, 30m, 1h, 2h, 4h, 1d, 1w options
* **Technical Indicators**: Comprehensive indicator suite for detailed market analysis
* **Real-time Data**: Live price feeds and volume analysis

**Signal Analysis Metrics**

* **Win Rate**: Historical performance of the strategy
* **Confidence**: Signal strength rating from the algorithm
* **Risk-Reward Ratio (R:R)**: Calculated profit potential vs risk exposure
* **Max Risk**: Maximum potential loss percentage
* **Max Return**: Maximum potential profit percentage

**Trade Controls Panel**

* **Position Value**: Editable position size in USD
* **Leverage Selection**: Adjustable leverage multiplier
* **Available to Trade**: Real-time account balance available for trading
* **Current Position**: Display of any existing position in the same asset
* **Entry Price**: Suggested optimal entry point from the signal

**Advanced Risk Management**

* **Editable Stop Loss Levels**:
  * SL1: First stop-loss target (50% of position)
  * SL2: Second stop-loss target (remaining 50%)
* **Editable Take Profit Targets**:
  * TP1: First take-profit target (50% of position)
  * TP2: Second take-profit target (remaining 50%)
* **Price & Percentage Display**: Shows both absolute price and percentage change
* **Visual Risk Indicators**: Color-coded (green for TP, red for SL)

**Trade Overview Summary**

* **Potential Profit**: Calculated profit based on take-profit levels
* **Potential Loss**: Calculated loss based on stop-loss levels
* **One-Click Execution**: Direct order placement button
* **Risk Transparency**: Clear profit/loss projections before trade execution

#### **Key Advantages**

* **TradingView Integration**: Professional-grade charting for technical analysis
* **Editable Risk Management**: Customize TP/SL levels before execution
* **Risk Transparency**: Clear profit/loss projections and R:R ratios
* **One-Click Execution**: Instant signal execution with pre-configured settings
* **Real-time Data**: Live price feeds and position tracking via WebSocket

***

### 📈 **My Trades & Portfolio Management**

The **My Trades** page serves as your comprehensive portfolio management hub, providing detailed insights into positions, orders, and performance analytics.

![Order History View](https://1525097614-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2GvzUTgKmlSO79AWVTXl%2Fuploads%2Fgit-blob-eb380fef9c7d2130850398e269d70120c2415b37%2Fportfolio-positions.png?alt=media)

*Order history showing completed trades with execution details, prices, and timestamps*

#### **Portfolio Overview Tabs**

The My Trades section features four main tabs for complete portfolio visibility:

**1. Positions Tab**

Track all your open positions in real-time:

* **Position Details**:
  * Asset symbol with live price
  * Entry price and current market price
  * Position side (Long/Short) with color coding
  * Position size and leverage multiplier
  * Notional position value
* **Real-Time P\&L**:
  * Unrealized profit/loss in USD
  * P\&L percentage from entry
  * Color-coded indicators (green for profit, red for loss)
  * Live updates via WebSocket connection
* **Active Risk Management**:
  * View configured TP1, TP2, SL1, SL2 orders
  * Edit or cancel existing TP/SL orders
  * Quick position close button
  * Position sharing functionality

**2. Orders Tab**

Complete history of all executed orders:

* **Order Information**:
  * Order timestamp and execution time
  * Asset and order type (Market, Limit, TP, SL)
  * Direction (Buy/Sell)
  * Executed price and quantity
  * Order status (Filled, Cancelled, Rejected)
* **Trade Analysis**:
  * Realized P\&L for closed positions
  * Fees paid (trading fees + builder fees)
  * Order fill details
  * Searchable and filterable by asset

**3. Open Orders Tab**

Monitor all pending orders waiting for execution:

* **Pending Orders**:
  * Take-profit and stop-loss orders
  * Limit orders not yet filled
  * Trigger conditions and prices
  * Order placement timestamp
* **Order Management**:
  * Cancel individual orders
  * Modify trigger prices
  * View order priority
  * Real-time order status updates

**4. P\&L Calendar Tab**

Visual daily performance tracking with calendar view:

![P\&L Calendar](https://1525097614-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2GvzUTgKmlSO79AWVTXl%2Fuploads%2Fgit-blob-01c5a132d64e99f03070cf4c4889a7c6547cbb03%2Fpnl-calendar.png?alt=media)

*Monthly P\&L calendar with color-coded daily performance and summary statistics*

* **Daily Performance Tracking**:
  * Monthly calendar grid showing P\&L for each trading day
  * Color-coded days (green for profitable, red for losses, gray for no trades)
  * Daily P\&L amount displayed on each date
  * Quick visual assessment of trading consistency
* **Performance Metrics**:
  * **Monthly Net P\&L**: Total profit/loss for the month
  * **Total Fees**: Cumulative trading and builder fees
  * **Net Funding**: Total funding payments received/paid
  * **Net Profit**: P\&L minus fees and funding
  * **Win Rate**: Percentage of profitable trading days
  * **Profit Days vs Loss Days**: Count of winning vs losing days
* **Calendar Features**:
  * Month navigation (previous/next month)
  * Automatic timezone adjustment (default: Asia/Kolkata)
  * Aggregates all fills, fees, and funding per day
  * Hover tooltips showing detailed breakdown
* **Statistics Dashboard**:
  * Days with trades count
  * Profitable days count
  * Win rate percentage calculation
  * Visual indicators for performance trends

#### **Portfolio Management Features**

**Position Controls**

* **Close Position**: Instantly close entire position at market price
* **Edit Orders**: Modify existing TP/SL orders without closing position
* **Share Position**: Export position details for sharing or record-keeping
* **Search & Filter**: Quickly find specific assets or trade types

**Real-Time Updates**

* Live price updates for all open positions
* Automatic P\&L recalculation
* WebSocket-powered instant data refresh
* Synchronized with HyperLiquid exchange data

**Performance Analytics**

* Daily performance breakdown in calendar view
* Monthly profit/loss trends
* Fee tracking and optimization insights
* Trading frequency analysis

#### **Key Portfolio Features**

* **Comprehensive Tracking**: All positions, orders, and history in one place
* **Visual P\&L Calendar**: Easy-to-understand daily performance visualization
* **Real-Time Data**: Live position updates and P\&L calculations
* **Risk Management**: Active TP/SL order monitoring and editing
* **Performance Insights**: Win rate, profit days, and fee analysis
* **Export & Share**: Share positions and performance with others

***

*The dashboard provides everything you need to execute profitable trades with confidence and speed, while the My Trades page gives you complete visibility into your portfolio performance.*