Video Support
Dashboard walkthrough
Journal
Watch the video, review the written summary from the source folder, and use the detail preview to understand the section before opening the Dashboard.
Detail
Watch video
What this video covers
- This video covers the Trading Journal area of the dashboard.
- Entry is used to record trade context, notes, and structured observations.
- List collects saved journal records and can also filter by strategy.
- Analytics summarizes journal data to reveal recurring patterns.
- Psychology focuses on behavior, mindset, and discipline during execution.
- Report builds periodic reviews from journal activity and recorded evidence.
- Playbook stores repeatable setups and links them back to trades.
- Goals and Checklist support preparation, process control, and accountability.
- Gallery and AI Insights add visual review and automated interpretation.
- Together these pages transform trading notes into an improvement workflow.
Quick recap
- Open video player and watch the walkthrough inline on this page.
- Review the written summary generated from the matching markdown file.
- Use the official previews to recognize the related Dashboard section quickly.
Other supported videos
Summary Detail
This video covers the Summary & Detail area of the dashboard. The main page gives a fast overview of account performance and core KPIs. Equity Analysis shows balance...
Basic Analysis
This video covers the Basic Analysis section of the dashboard. Trade Distribution Analysis breaks down winners, losers, long, and short trades. It shows how results are distributed across...
Pro Analysis
This video covers the Pro Analysis section of the dashboard. Advanced Risk Metrics extends standard reporting with deeper risk indicators. Streak Analysis studies winning and losing sequences over...
Portfolio Lab
This video covers the Portfolio Lab research environment. Market Overview summarizes the global context of selected instruments. Pairs & Correlations compares symbols and shows correlation structure.
Market Regime
This video covers the Market Regime analysis area. GMM Detection classifies market states through model-based clustering. Timeline shows when each regime appears and how long it lasts.
Risk Alert
This video covers the Risk & Alert section of the dashboard. Risk Dashboard shows live risk indicators and warning-sensitive conditions. Rules lets users define and manage custom protection...
Tools
This video covers the Tools section of the dashboard. Position Size Calculator helps define lot size from risk and stop distance. It is useful for converting risk rules...
AI Insights
This video covers the AI Insights page of the dashboard. Summary collects the main AI-generated takeaways from selected data. It highlights strengths, warnings, anomalies, and key performance signals.
User Profile Shared Pages Risk Alert Notifications
This video covers User Profile, Shared Pages, and Risk & Alert Notifications. User Profile contains personal data, avatar, language, and UTC preferences. It also includes password management and...
Account Settings
This video covers the Account Settings section of the dashboard. Details lets users review and edit existing account configuration. It includes broker links, notes, visibility, and sync-related parameters.
Data Import
This video covers the Data Import section of the dashboard. Automatic Sync contains platform-specific guidance for continuous sync brokers. Semi-automatic Sync provides assisted procedures with notes and setup...