Dashboard tour#
The dashboard is the home screen for an authenticated user. Three things share the page: an onboarding checklist (until you've completed it), the KPI strip, and a feed of recent activity.
Onboarding checklist#
Visible until you've connected an exchange, verified its permissions, and received your first signal. See Onboarding checklist for the full list of gates.
KPI strip#
Four tiles, each scoped to the last 30 days:
| Tile | What it shows |
|---|---|
| Total P&L | Realised PnL across closed trades (gross − fees, when commission asset is uniform). |
| Win rate | Closed trades with positive realised PnL ÷ total closed trades. |
| Trades | Count of trades opened in the window. Subtitle shows average signal-to-fill latency. |
| Active strategies | Webhooks with active = true. |
PnL accounting follows the rules in SL / TP / Trailing → Commissions: mixed-asset trades surface as MIXED and the tile won't display a single net number for those.
Navigation#
| Route | What's there |
|---|---|
| Dashboard | This page. |
| Live Trades | Open positions streaming in real time — see Live Trades. |
| Strategies | List of your webhook strategies, plus the + New strategy wizard entry. |
| History | Every closed trade with entry, exit, realised PnL, and exit reason. Click a row for the leg-by-leg breakdown. |
| Exchanges | Your saved API keys (one per exchange × mode). |
| Notifications | Webhook errors, rejected alerts, and trade failures. Ignored alerts are recorded silently in the strategy's webhook log instead of generating a notification here. |
| Settings | Profile, password, danger zone (clear all history). |
Live Trades#
Open positions stream in real time. The header aggregates unrealised PnL, realised PnL from partial closes, total exposure, and open risk.
Trade statuses:
- open — position is active on the exchange.
- closed — exited cleanly via TP, trail, or a custom event.
- stopped — emergency-closed because the stop-loss was breached before the algo order fired.
Each fill (entry, partial TP, SL, trail) is stored as a leg with its phase, qty, fill price, realised PnL, and commission. Open a trade row to see every leg.
Only HookTrader-placed trades show here
Positions you opened manually on the exchange — or with another bot in the same account — are not tracked and will not appear in Live Trades or History. Use a dedicated Binance sub-account for HookTrader. See Connecting Binance → Sub-accounts.
Found a bug?#
Click the bug icon next to the ? help button in the header. The feedback form pre-fills your name and email and attaches diagnostic information so the team can match it to an issue. If something crashes, the same form opens automatically.