AI Agent Dashboard
The AI Agent Dashboard gives you a complete, real-time view of your agent’s trading performance, activity, and controls in one place.
📡 What is the AI Agent Dashboard? It’s your central hub to monitor performance, review logs, manage positions, and control your agent in a single, easy-to-navigate interface.
Overview Tab
What can I see at a glance?
Right at the top, check your agent’s overall trading performance: total balance, total P&L, win rate, and latest positions.
On the right side, open the Agent Logs to see recent trading activity and system events.
In the middle, view the ROI (return-on-investment) chart of your current agent for a quick performance snapshot.
You can also see your token usage and which LLM provider is currently active.
Lastly, browse all current positions; filter by symbol or side (long/short), and export the list to CSV if needed.
Terminal (Trading History)
How do I manage positions and orders?
Under Positions, review all active trades and choose to hide symbols you don’t want to see.
Switch to Pending to manage open orders—cancel them one by one or all at once.
In the TP/SL section, check which holdings have take-profit/stop-loss orders and edit or cancel them directly.
The Fills view shows filled quantities and your agent’s realized PnL from those trades.
Open Position History to filter trades by status, date range, or timeframe (1D, 7D, 30D, 90D). You can also adjust how many rows appear per page.
Review the full Order History, where you can cancel outstanding orders if necessary.
Check the Liquidations section to see where and when your agent was liquidated.
Agent Logs
How do I understand my agent’s behavior?
Browse logs by type: All, Trading (executions and trade intent), Errors, or AI Usage (reasoning behind actions).
Read through entries to understand why the agent executed—or considered—specific trades.
Pause / Delete Agent
How do I safely stop or remove an agent?
Pause the agent to halt new trades while keeping all data intact.
Delete the agent to remove it permanently—make sure to double-check before confirming.
⚠️ Important Notes
Pausing does not close open positions—manage them manually if needed.
CSV exports reflect your active filters.
Liquidation records are final and can’t be modified.
Edits to TP/SL orders take effect immediately.
LLM provider changes may affect costs and behavior—watch token usage closely.
💡 Smart Tips
Compare Fills (realized PnL) with the ROI chart to spot what’s driving results.
Check Errors first when troubleshooting; then review AI Usage for reasoning.
Use symbol filters in Positions/Terminal to reduce noise.
Always export a CSV before deleting an agent for your records.
After strategy changes, confirm in AI Usage logs that your agent applied the update.
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