Dashboard tour
A quick map of where everything lives. Once you know the layout, the rest of the docs make a lot more sense.
Layout at a glance
- Left sidebar — primary navigation. Hover to expand, click to pin.
- Main panel — the page you’re looking at.
- Top right — refresh, theme toggle, and your profile menu.
Dark mode is on by default. Switch themes from the top-right toggle; your choice is remembered on your device.
The sidebar, section by section
The sidebar is grouped into four logical areas. The exact label set may grow as new features ship.
Portfolio
Your money, today.
| Page | What it’s for |
|---|---|
| Home | Top-level snapshot — totals, allocation, recent activity. |
| Holdings | Every long-term position from every connected broker. |
| Positions | Open intraday / short-term trades. |
| Market overview | The macro picture — indices, sentiment, currencies, crypto, commodities. |
| Smallcases | Themed baskets you can browse, build, and track. |
Research
Tools for forming a view.
| Page | What it’s for |
|---|---|
| Screener | Filter stocks and run institution-style research reports. |
| Stock evaluation | Multi-agent deep-dive on one ticker. |
| Fundamentals | Company financials and time-series metrics with charts. |
| Simulations | Monte Carlo what-if modelling on your portfolio. |
| Events | Calendar of upcoming and past corporate events. |
Intelligence
What’s happening in the world.
| Page | What it’s for |
|---|---|
| News | Curated market news with sentiment tagging. |
| Social feed | Aggregated discussion from public communities. |
| Geopolitical | Risk timeline + impact on your specific holdings. |
| Chat | AI assistant for ad-hoc questions about markets and your portfolio. |
Tools
Action and automation.
| Page | What it’s for |
|---|---|
| Trading bot | Define and back-test rule-based strategies. |
| Manual investments | Track investments your broker doesn’t (mutual funds, off-platform equity). |
| Restructuring | Personalised rebalancing plan from a 3-step wizard. |
| Job scheduler | Background jobs you’ve kicked off (status, history). |
| Blog | Read or publish long-form notes. |
Footer (settings)
| Page | What it’s for |
|---|---|
| Brokers | Connect, disconnect, or refresh broker connections. |
| Profile | Email, password, notification preferences, API keys. |
Navigating
- Click a sidebar item to open its page.
- Hover the collapsed sidebar to see labels without leaving the current page.
- Search (
Ctrl/⌘ + Kon most pages) to jump to a stock or feature. - Browser back/forward works the way you’d expect — every section has its own URL.
Refreshing data
Most pages cache data for a short time so the dashboard stays snappy. To force fresh data:
- Click the Refresh button on the page (e.g., on Holdings or Market overview).
- Or just reload the browser tab — that always re-fetches.
If a page looks stale, refresh first before assuming something’s broken.
What’s next
- New here? Connect a broker — see First login.
- Want to know what every feature does? Browse the Features section.
- Got a quick question? Check the FAQ.