Portfolio & Dashboard

The dashboard is your account's overview — everything happening across your connected exchange and running strategies in one place. It's built for a quick, honest read of where you stand.

What it shows#

  • Positions — open trades across markets, with size, direction, and entry.
  • P&L — unrealized profit and loss on open positions, and realized results over time.
  • Bot status — which strategies are active, paused, or in paper mode, and what each is doing.
  • Balance — the funds available on your connected account (which always remain in your custody).

How to read it#

  • Check exposure first. How much of your account is committed, and to what? Concentrated exposure is the thing most likely to hurt.
  • Read P&L over a sensible window. A single day says little; look at how results accumulate.
  • Confirm bots are in the mode you expect. Paper vs live, active vs paused — a quick glance here prevents surprises.

Acting on what you see#

The dashboard is for monitoring; when you want to act, jump to the Trading Terminal to manage a position, or use Risk Controls to pause, stop, or kill a strategy.

Everything shown reflects your own exchange account, read through a trade-only connection — Liquid Edge never holds your funds.

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