Dashboard Guide

Your Dashboard

This is your main screen. See your analysis and manage settings here.

Analysis Overview

See summaries of your trading habits:

  • Trading Biases (like FOMO or Revenge Trading)
  • Risk Metrics (Win Rate, Average Win/Loss)
  • Good/Bad Performance Periods
  • Consistency (Coming Soon)

(We'll add examples and charts here soon.)

Exchange Connections

Manage your connected exchanges:

  • Connect New: Add more exchanges (See Guides).
  • Check Status: See if connections are working.
  • Sync Trades: Manually update trades if needed.
  • Rename: Change connection nicknames.
  • Delete: Remove an exchange and its keys.

Account Settings

Manage your profile:

  • Update Name/Email
  • Change Password
  • Manage Subscription
  • Set up 2FA (Coming Soon)

API Keys (for AI Tools)

If using AI tools like Cursor/Claude (See Integration Guide), manage keys here:

  • Create new keys for tools.
  • View or delete tool keys.
  • Note: These keys are DIFFERENT from your exchange keys.