Navigating the Dashboard
Step-by-step guide to using the Manual Trading Dashboard on Figment.Trade.
🧭 Navigating the Dashboard
🧠 TL;DR (Really Simple Version):
"What’s on the main screen once I log in?" It shows your money, your transaction history, and how much you’re earning. Click through the tabs above, everything is labeled. You won’t break anything!
“Where do I manage everything?” The Dashboard is where you track your portfolio, move funds, and monitor your trading activity.
On the trading page, go to the navigation bar, click the Dashboard dropdown button, and select Overview. After clicking Dashboard, a sidebar will appear showing the following options: Overview, History, Position, Orders, Assets, Fee Tier, API Key, and Settings.
By selecting Overview, you will see three containers: Overview, Assets, and Performance
2.1. In the Overview container, you can see the total value of your USDC, which can be hidden by clicking the eye icon. You can also view your unrealized PNL, the maximum account leverage (adjustable by clicking the edit icon), and your available balance for withdrawal
2.1.1 You will also find Deposit and Withdraw buttons. The Deposit button allows you to add funds to your account
2.1.2 The Withdraw button lets you transfer your available balance to an external crypto wallet or another account. Make sure to double-check the wallet address, network, and any withdrawal fees before confirming the transaction!
2.2. In the Assets container, you will see a chart showing the performance of your assets. You can filter the data by clicking the dropdown button and selecting a time range: 7d, 30d, or 90d
2.3 Lastly, in the Performance tab, you will see two charts: the Daily PNL, which shows your profit or loss for each day, and the Cumulative PNL, which tracks your overall profit or loss over time. You will also find a text container displaying your ROI percentage, PNL value, and trading volume (in USDC) for the selected time range — 7d, 30d, or 90d, depending on your filter selection
In the History tab, you will see a table displaying the records of your deposits, withdrawals, funding, distributions, or transfers. You can filter the data using the available filters in each tab.
3.1. You may also see a similar history table when you scroll down in the Overview tab.
4. In the Positions tab, you will see a table displaying your list of positions (your currently open trades), position history (a record of your past closed trades), and liquidations (positions that were automatically closed when they reached the margin limit). Each tab also has its own set of filters that you can adjust based on your preference
5. In the Orders tab, you will see a table of your orders. You can filter them by selecting from the following options: All (all orders), Pending (orders waiting to be executed), TP/SL (take-profit or stop-loss orders), Filled (completed orders), Canceled (orders you canceled), or Rejected (orders that failed to execute). Additional filters are also available based on your preference
6. In the Assets tab, you can also see your total USDC, along with Withdraw and Deposit buttons. Below that, there is a table showing your tokens. For each token, you can view its quantity, index price, asset value, collateral ratio, and collateral contribution. A filter is also available so you can adjust the display based on your preference
6.1. You will also find a Convert History section, which records all your past token conversion transactions. This section includes filters so you can easily narrow down the results based on your selected criteria
7. In the Fee Tier tab, you can see your current tier, your 30-day trading volume (in USDC), your taker fee rate, and your maker fee rate. Below that, there is a table listing all available tiers, along with their required 30-day volume, maker fee percentage, and taker fee percentage. This information is updated daily.
8. In the API Key tab, you can see your Account ID (which you can hide by clicking the eye icon) and your UID. There is also a table—likely showing IP restrictions and permissions if any are set. A guide on how to create API keys for your trading needs is available through the provided hyperlink, which you can click to read in full:
API Authentication Guide:
https://orderly.network/docs/build-on-omnichain/evm-api/api-authentication#api-authentication
8.1. You can also create a new API key by clicking the Create API Key button. When creating one, you can set an optional IP restriction and choose permissions such as Read, Trading, and Asset
9. In the Settings tab, you will find the System Upgrade option. This includes the setting "Cancel open orders during system upgrade" which, when enabled, automatically cancels all your open orders during upgrade periods to help manage your risk in case of high market volatility. You can enable or disable this setting at any time
That's it— for now!
⚠️ Important Notes
Your Dashboard reflects only the activity tied to your connected wallet. If you switch wallets, the data will change.
Make sure you’re on the correct network when checking balances. Wrong network = missing funds display!
If your balance looks off, check the Deposits & Withdrawals tab or confirm whether your PnL has been settled.
You must connect and register your wallet before any trading or dashboard features become available.
Official support is available. If anything feels wrong, you can reach out directly at [email protected] or join the community via our official Discord or Telegram.
💡 Smart Tips
Use the Assets chart to track your account growth over time, especially useful if you're testing different strategies.
Use the Deposits & Withdrawals log as your on-chain receipt book. It’s the first place to check if anything seems off.
Want to test something new? You can explore and click around freely, nothing in the dashboard can break your account.
Keep an eye on available balance vs. margin balance if you're actively trading leveraged positions!
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