---
description: Your command-center for performance & balances
---

# HOME

The **Home** page is split into two smart panels:

1. **Statistics** — live trading analytics
2. **Accounts / Assets** — portfolio value, allocation, and balance sheet

Use the refresh icon 🔄 in each panel to pull the latest data at any time.

***

### 1 · **Statistics** — read your P\&L like a pro

Everything you need to understand how your strategies are performing, across every connected exchange.

<figure><img src="https://744678542-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfaviZEoXehw28Z5kNYCW%2Fuploads%2FRFwSJgfTFRJabtODfyyX%2FGroup%201000003328.png?alt=media&#x26;token=f4091938-0eac-4f1d-9ee3-89d71bca281c" alt=""><figcaption></figcaption></figure>

| What you see                         | How to use it                                                                                                                                                                                                                                                                                                                                                  |
| ------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Filter bar** at the top            | <p>1. Pick <strong>Spot / Futures</strong> to isolate market type.<br>2. Tap <strong>Buy / Sell</strong> if you only want longs or shorts.<br>3. Switch <strong>All / Bots / Manual</strong> to compare automation vs. hand-placed orders.<br>4. Change the quote-currency (<strong>USDT / USD / BTC …</strong>) to view P&#x26;L in the units you prefer.</p> |
| **Date range** (right-hand calendar) | Click once for quick tabs **Week / Month / 3 months**. Click twice to set any custom period.                                                                                                                                                                                                                                                                   |
| **Metric cards**                     | <p>• <strong>Total P&#x26;L</strong> – realised profit for the chosen range.<br>• <strong>Unrealised P&#x26;L</strong> – value of open positions.<br>• <strong>P&#x26;L per trade</strong> + win rate.<br>• <strong>Trades</strong> – count of closed + active deals.</p>                                                                                      |
| **Equity chart**                     | <p>• <strong>Summary</strong> – running total.<br>• <strong>Day</strong> – daily bars.<br>• <strong>Pair</strong> – per-symbol line. Hover for exact numbers.</p>                                                                                                                                                                                              |
| **Recent trades list**               | Click any row to open the full order log (pair, side, bot name, fill price).                                                                                                                                                                                                                                                                                   |

> **Fast check-up:**\
> &#xNAN;_“How did my bots do this month on futures?”_ — Set filters: **Bots → Futures → Month**. Read the Total P\&L card and equity curve.

***

### 2 · **Accounts / Assets** — know where every coin lives

A consolidated balance sheet and allocation chart that aggregates every exchange you‘ve linked.

<figure><img src="https://744678542-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfaviZEoXehw28Z5kNYCW%2Fuploads%2F1e0zXSzhB9NF6YSh3nYr%2FGroup%201000003329.png?alt=media&#x26;token=05047ed9-c9e6-4476-a0eb-7851741314ab" alt=""><figcaption></figcaption></figure>

| What you see            | How to use it                                                                        |
| ----------------------- | ------------------------------------------------------------------------------------ |
| **Plan tile**           | Shows your subscription tier and the renewal date.                                   |
| **Accounts tile**       | Number of exchange accounts vs. plan limit (e.g. **8 / 50**).                        |
| **Valuation toggle**    | Switch between **USD** and **BTC** to convert the whole portfolio instantly.         |
| **Exchange filter**     | Click **Exchanges** → tick/untick brokers to include or exclude balances.            |
| **Equity curve**        | Tracks total account value for the same date range you picked in Statistics.         |
| **Allocation donut**    | Hover a slice to see asset value and % share; inner circle shows 24 h change.        |
| **Hide small balances** | Toggle ON to remove dust and keep the table clean.                                   |
| **Search bar**          | Type any ticker (e.g. `SOL`) to jump to that row.                                    |
| **Assets table**        | Sort on any column: _Token_, _Share %_, _24 h change %_, _Price_, _Amount_, _Total_. |

> **Portfolio snapshot in 10 seconds**
>
> 1. Press **Hide small balances**.
> 2. Sort the table by **Share %**.
> 3. Glance at the donut to verify diversification.

***

## Routine checklist

| Task                                          | 3-click path                                              |
| --------------------------------------------- | --------------------------------------------------------- |
| Verify today’s bot performance                | `Statistics → Bots → Day`                                 |
| Check unrealised risk on all futures accounts | `Statistics → Futures → All → Unrealised P&L card`        |
| Find where a large SOL balance sits           | `Accounts → Search "SOL" → Read Amount & Exchange column` |
| Export balances for tax                       | In Assets table header click **⋯ → Export CSV**           |

The dashboard refreshes every few seconds, but you can force an update with the 🔄 icon in each panel. Keep the page open, and you’ll always know **what you own** and **how it’s growing**. \


Questions? Hit the green chat bubble bottom-right — support answers in minutes.
