Documentation

Dashboard

Dashboard is the monitoring surface for accounts, strategies, positions, broker connections, notifications, watchlists, and charts. Use it when you want a portfolio/control-room view instead of an active terminal session.

Widget layout

Dashboard uses configurable widgets. Widgets can be rearranged and resized. Layout behavior has desktop and mobile-specific handling, including drag/swap behavior, grid sizing, and compact header treatment.

Core widgets

Stats

Account performance and valuation metrics, including account-scope selection, mini charts, realized P/L treatment, and responsive metric locking.

Positions

Broker positions, source selection, allocation summary, responsive chart/legend behavior, and position-level exposure review.

Allocation

Sector allocation and portfolio breakdown views, including sorting, cache fallbacks, and loading states.

Broker Connections

Connected broker state, SnapTrade launch/reconnect flows, renewal, settlement, and account connection prompts.

Strategies

Saved/deployed strategy cards, detail popups, metrics hydration, code/details panels, and strategy picker flows.

Notifications

Recent app, alert, strategy, and trading events, with filter controls where available.

Account detail pages

Broker account detail pages expand Dashboard monitoring into account-level views:

  • account summary,
  • activity,
  • orders,
  • balance history,
  • positions,
  • loading/error states,
  • formatted account metrics,
  • calculations for valuation, P/L, and allocation.

Use account pages when a widget summary is not enough.

Data freshness

Dashboard combines several data sources: Astral strategy state, cached broker data, SnapTrade account data, chart data, watchlist streams, and notification history.

If a value seems stale:

  1. check whether the broker connection is active,
  2. open the relevant account detail page,
  3. refresh/reconnect broker data if needed,
  4. compare live broker values against Astral display,
  5. treat the broker as source of truth for balances, positions, fills, and restrictions.

When to use Dashboard vs Terminal

  • Use Dashboard for monitoring many things at once.
  • Use Terminal for active charting, strategy generation, manual alerts, and manual trade workflows.
  • Use Explore for discovery, publishing, and saved library browsing.