Dashboard

Dashboard is a configurable monitoring workspace. Use it to keep charts, strategy state, portfolio data, notifications, and broker connections visible without reopening a specific Terminal conversation.

Available widgets

Edit and persist the layout

Enter edit mode to add, move, resize, or remove eligible widgets. Dashboard places new widgets into available grid space and persists the layout to your account. You can restore the default widget arrangement if needed.

Some widget types allow multiple instances; others are restricted or disabled in the add menu when one already exists or the feature is unavailable. Mobile applies its own layout and scaling behavior.

Account detail pages

Select a broker account to open its detail route. The page includes an account summary and tabs for positions, activity, and orders, with balance history and formatted valuation context where available.

Data sources and freshness

Dashboard can combine Astral session and strategy data, paper ledgers, cached broker responses, live broker data, quotes, watchlist streams, and notification history. A timestamp, source selector, or loading state matters when comparing values.

If live account data differs, refresh the relevant view, verify the selected account, and check the broker directly. The broker is authoritative for live balances, positions, fills, fees, restrictions, and orders.

Design a monitoring workspace

Begin with the decision you need to make, then choose widgets. A compact monitoring layout might pair one account-scoped Stats widget with Positions, Notifications, and a small Watchlist. A research layout might prioritize several charts, saved strategies, and news. More widgets are not automatically more informative.

Keep source context visible. Two Stats widgets can legitimately disagree when one uses a strategy result and another uses a broker account. Likewise, a watchlist quote and a broker position value can have different timestamps.

Widget behavior

• Chart widgets have their own symbol and chart settings. Changing one does not necessarily change a Terminal chart.
• Stats widgets need a clear account or strategy source. Confirm the selected scope before comparing periods.
• Positions / allocation can group exposure differently and may combine or normalize broker fields for presentation.
• Strategy widgets can represent saved, deployed, or selected detail state; inspect the label before interpreting metrics.
• Notifications are an event history, not a complete broker audit log.
• Broker connections describe connection availability and account discovery, not execution health for every strategy.

Editing without losing context

Layout edit mode changes presentation, not the underlying account or strategy records. Removing a widget does not delete its source. Restoring the default layout replaces the arrangement but should not stop deployments, remove watchlist symbols, or disconnect a broker.

On smaller screens, Dashboard prioritizes a readable single-column flow and mobile controls. The same saved layout can be presented differently across breakpoints. Judge the mobile order separately from desktop placement.

A daily review routine

• Confirm connection and account scope.
• Review notifications for rejects, pauses, or access changes.
• Compare positions and orders with the broker when live capital is involved.
• Inspect deployed-strategy health and last activity.
• Review watchlist or chart conditions relevant to the next session.
• Remove stale widgets or sources that obscure current decisions.

When a widget looks stale

Check whether it is still loading, which source it uses, and whether another route shows a newer timestamp. Reopen the widget or refresh the page once. Persistent discrepancies should be reported with the widget type, source, account, visible timestamp, and expected value—without full account credentials.