Bot Dashboard

The bot dashboard is the bot's homepage where a bot's activity and performance history are displayed. Learn how to navigate the bot dashboard.

The bot dashboard is where you can view all critical information. Performance statistics, bot activity, capital availability, loops, and tags are all displayed in the bot dashboard. 

Bot dashboard

Capital

The capital section has four key values:

  • Allocation - the total amount of capital allocated to the bot. Capital allocation limits are calculated at position entry. This can be changed at any time in the bot's settings.
  • Net liquid - includes the bot's live profit or loss to determine net liquidity. For example, this bot began with a $2,000 allocation. The bot has a total P/L of +$447 and therefore has $2,447 of net liquid capital available.
  • Available - available capital to trade, factoring in active positions and P/L.
  • Maintenance Required - amount required to maintain short premium positions.

Activity

The activity section displays the current activity for the day’s actions.

For example, this bot has run 100 automations and 147 decisions today. The next set of automations will run in one hour.

Performance

The performance section shows a bot’s lifetime statistics in four key categories:

  • Total P/L
  • Return % (based on capital allocation.
  • Win Rate
  • Profit Factor

You can hover over the P/L graph to see the historical performance over time.

Any loops or bot tags used by the bot are also displayed. You can add or delete tags at any time.

Bot dashboards for new bots, or bots with no trading activity, have no performance history to display. However, the activity section will show that the bot is on and automations are active, though the necessary criteria have not been met, so no positions have been opened.

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FAQs

When does my bot dashboard start tracking trades?

Once the bot is turned on. The bot dashboard requires at least three data points to generate an equity curve.

How can I see what decisions my bot makes?

The bot log shows your bot's automation activity. The bot log provides insight into what automations are running, what decisions and actions the bot is performing, and what criteria the bot is checking. You can select the Log tab to view the bot’s activity.

Why doesn't my bot show any performance metrics and data yet?

In order to show performance metrics, the bot must have at least three data points.

Does the current P/L include open positions, closed positions, or a combination of both?

A bots current P/L is a combination of open and closed positions. The Position Statement shows your opened and closed positions and what the realized and unrealized P/L is for each position.

Is the return based on the total bot allocation or the actual dollars used in positions?

The performance return is calculated based on the bot’s P/L relative to the bot’s capital allocation.

For example, a bot with a $10,000 allocation and $500 P/L would show a 5% return.

What is the "Profit Factor" and how is it calculated?

The profit factor divides the total amount of money gained by the total amount of money lost. 

For example, if an investor made $6,000 on 120 winning trades and lost $4,000 on 80 losing trades, their profit factor will be 1.5 with a net profit of $2000 ( $6,000 / $4,000).

Where can I see the activity of an active bot?

The Position Statement shows the history and activity of a bot’s positions. The bot log shows the bot's automation activity.

How do I see the total number of scans and decisions my bot is making each day?

The bot log shows your bot's automation activity. The bot log provides insight into what automations are running, what decisions and actions the bot is performing, and what criteria the bot is checking. You can select the Log tab to view the bot’s activity.

You can select each automation to see its specific activity. The bot’s activity is also displayed on the right side of the bot dashboard. 

What does "Activity" display inside the bot dashboard?

The activity window shows you all of the various scans, monitors, automations, and decisions that have occurred within this bot since the open of the market on that given day.

What is "Net Liquid" and how is it calculated?

Net Liquid is the value of your bot based on the starting allocation combined with the net profit or loss in the bot since inception.

What does "Available" mean and how is it calculated?

Available is the amount of capital that is currently unused out of the total money that is allocated to a bot.

What does "Allocation" mean and how is it calculated?

Allocation is the amount of money that the trader has assigned to the bot for trading purposes. A newly built or cloned bot is always set to a $1000 allocation as a minimum requirement and should be reset for each trader’s requirements and risk tolerances.

Is the P/L curve updated throughout the trading day or just at the end of the day?

The P/L curve is updated every time the bot runs at its scheduled interval.

How do I change the name of my bot?

Yes. To change the name of your bot, simply select the name at the top of the bot dashboard.

How do I change the icon and color of my bot?

Yes, you can change the icon and/or the icon color by clicking on the icon.

How do I update my bot settings?

To edit your bot settings click the gear icon in the top right corner of your bot and then select "Settings".

If I turn my bot "Off" what does that mean?

When a bot is off it no longer runs automations at their scheduled interval. The bot is essentially “asleep.” Any open positions inside the bot will remain open but will no longer be managed by the bot. You can turn a bot on or off at any time.

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