Technical & Troubleshooting (9)
Check that your account is correctly configured (broker, account ID, handshake key). Verify the sync connection is active. If the issue persists, contact your administrator.
Trade data syncs continuously from your broker. The Risk Dashboard auto-refresh interval is configurable.
Ensure has downloaded full history from the broker (select ‘All History’ in the Account History tab before the initial sync).
The dashboard is optimized for: Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari (latest versions). Chrome or Edge on desktop offer the best performance.
Apply more restrictive date range or account filters to reduce data volume. Clear your browser cache if UI rendering appears inconsistent
The symbol could not be matched to a valid yFinance ticker. Use the manual symbol search to find the correct ticker (e.g., ‘XAUUSD’ may map to ‘GC=F’). Any valid yFinance ticker can be added manually.
The default range is 24 months. Shorter periods (3M, 6M, 12M, 18M) are also selectable. Availability depends on the yFinance source per instrument.
Yes. The dashboard is continuously updated with new features and performance improvements. Updates are deployed automatically, no user action required.
Contact the support team via the designated support channel. Include a screenshot or description of the issue, the affected account, and the browser you are using.