Dashboard

Overview

The Dashboard is the first page you see after logging in. It adapts to your onboarding state — showing setup guidance for new users and full analytics for users with brokers and bots connected. URL: /dashboard Here is the full dashboard at a glance:

Dashboard Layout Flow

┌─────────────────────────────────────────────────────────────────┐
│                         DASHBOARD PAGE                          │
└─────────────────────────────────────────────────────────────────┘

  ┌─────────────────────────────────────────────────────────────┐
  │  HEADER                                                     │
  │  New user:     "Welcome aboard, [Name] 👋"                  │
  │  Returning:    Avatar + "Welcome back, [Name]!" + earnings  │
  └─────────────────────────────────────────────────────────────┘
            │
            ▼
  ┌─────────────────────────────────────────────────────────────┐
  │  ONBOARDING STEPS BANNER  (hidden once all 3 steps done)    │
  │  Step 1: Verify Email → Step 2: Connect Broker →            │
  │  Step 3: Create Bot                                         │
  └─────────────────────────────────────────────────────────────┘
            │
            ▼
  ┌─────────────────────────────────────────────────────────────┐
  │  CUTTING-EDGE TRADING FEATURES (3 quick-action cards)       │
  │  [Create a new Bot]  [Copy Signal]  [View Performance]      │
  └─────────────────────────────────────────────────────────────┘
            │
            ▼
  ┌─────────────────────────────────────────────────────────────┐
  │  OVERALL PERFORMANCE                                        │
  │  Stats: Balance | Win Rate | Risk/Reward | Profit Factor    │
  │         | Gross P&L                                         │
  │  Charts: Active Bot Radial  +  Performance Line Chart       │
  │  Filters: Period | Bot | Signal direction                   │
  └─────────────────────────────────────────────────────────────┘
            │
            ▼
  ┌─────────────────────────────────────────────────────────────┐
  │  CONNECT BROKER BANNER  (only when no broker connected)     │
  └─────────────────────────────────────────────────────────────┘
            │
            ▼
  ┌─────────────────────────────────────────────────────────────┐
  │  LINKED BROKERS                                             │
  │  Grid of connected brokers + status + Add Broker card       │
  └─────────────────────────────────────────────────────────────┘
            │
            ▼
  ┌─────────────────────────────────────────────────────────────┐
  │  DISCOVER TOP TRADERS                                       │
  │  3 trader cards with stats + Copy Signal button             │
  └─────────────────────────────────────────────────────────────┘

  ── only after all 3 onboarding steps are complete ───────────
            │
            ▼
  ┌────────────────────────────────┬────────────────────────────┐
  │  MARKET                        │  UPGRADE PREMIUM           │
  │  Live prices: Crypto/Stock/    │  Plan upsell + Referral    │
  │  Forex with 4h sparkline trend │                            │
  └────────────────────────────────┴────────────────────────────┘
            │
            ▼
  ┌────────────────────────────────┬────────────────────────────┐
  │  TRADE CALENDAR                │  NEWS FEED                 │
  │  Monthly calendar coloured     │  Forex/Crypto/Stock news   │
  │  green=profit / red=loss       │  from live sources         │
  └────────────────────────────────┴────────────────────────────┘

The header sits at the very top of the dashboard content area and shows a personalised greeting. It has two different states depending on whether you’ve completed onboarding.

State A — New User (Onboarding Incomplete)

Shown when any of the 3 setup steps are still pending.

Element	Details
Greeting	”Welcome aboard, [Name] 👋“
Sparkle badge	”Kickstart your journey with ATS today!”
Subtitle	”Let’s set up your first trade in 3 simple steps.”

State B — Returning User (Onboarding Complete)

Shown after all 3 onboarding steps are done.

Element	Details
Avatar	Your profile picture, or initials fallback if no image
Mode badge	Orange dot: “You’re in demo mode. Practice trading risk-free and refine your strategies.” / Green dot for Live mode
Greeting	”Welcome back, [Name]!”
Earnings badge	”You made $X in the last 7 days”
Description	”Quick access to your trades, strategies, journal, and signals.”
Upgrade link	”Upgrade anytime for as low as $29 USD/month” → `/pricing`

The name shown is your firstName from your profile. If not set, it falls back to your userName.

This banner appears automatically for new users who have not yet completed all 3 setup steps. It disappears permanently once all steps are done, or you can dismiss it temporarily by clicking the ✕ button in the top-right corner.

The 3 Steps

[ Verify Email ✓ ]  →  [ Connect Broker ]  →  [ 3. Create Bot ]
      Step 1               Step 2 (active)          Step 3 (locked)

Step	Trigger	What Happens
Step 1: Verify Email	Automatic	Marked done after email is verified. Not clickable
Step 2: Connect Broker	Click the button	Opens the Connect Broker modal
Step 3: Create Bot	Click the button	Creates a new bot and redirects to `/create-bot?botId=...`

Step Visual States

State	Appearance	Behaviour
Done	Green border, green text, green ✓ checkmark	Not clickable
Active	Orange border, dark text	Clickable — triggers the action
Locked	Grey border, faded text, 60% opacity	Disabled — cannot click until previous step is complete

Steps must be completed in order. You cannot create a bot before connecting a broker.

Section 3 — Cutting-Edge Trading Features

Three quick-action cards that give one-click access to the most common tasks. The active card (hovered) turns fully orange with white text and a white icon.

Card	Icon	Subtitle	Action
Create a new Bot	Robot/bot icon	”Build trading strategies”	Creates a new bot record → `/create-bot?botId=...`
Copy Signal	Copy icon	”Copy from top traders”	→ `/leaderboard`
View Performance	Chart icon	”Analyze your Trades”	→ `/performance`

Section 4 — Overall Performance

Overall Performance section with stats and charts

The main analytics widget on the dashboard. Shows aggregated performance data across all your bots for the selected period.

Filters (Top-Right)

Three dropdowns let you slice the data. Any change immediately re-fetches all stats and charts.

Filter	Options	Default
Period	7 Days, 1 Month, 6 Months, 1 Year	7 Days
Bot	All Bots, or any individual bot by name	All Bots
Signal	Buy/Sell, Buy, Sell	Buy/Sell

5 Stats Cards

#	Metric	Example	Description
1	Current Balance	$12,540 ↑ +12.5%	Total account balance with % change vs previous period
2	Win Rate	62% ↑ +3.2%	Percentage of trades closed in profit
3	Risk/Reward	1:1.6 ↑ +0.2%	Reward relative to risk per trade
4	Profit Factor	1.45 ↓ -0.15%	Gross profit ÷ gross loss
5	Gross P&L	$3,720 ↑ +$ 125	Total revenue before fees

Each card has a trend arrow — green ↑ for improvement, red ↓ for decline.

Active Bot Radial Chart (Left)

Element	Details
Ring	Fills proportionally: `active bots / total bots`
Center	Large number = active bots, `/5` = total bots
Label	”Active Bot”
Below	Total Net P&L with trend (e.g. $3,350 ↑ +12.5%)
Color	Orange when bots are active, grey when none

Bot Performance Line Chart (Right)

Two lines plotted over time:

Line	Color	Shows
Selected Bot (or “All Bots”)	Orange (primary)	PnL of your chosen bot
Overall Bot Performance	Light grey	Average across all bots

X-axis: dates (e.g. 1, 5, 10, 15, 20, 25, 30)
Y-axis: dollar values ( $200–$ 350 range in example)
Hovering shows a tooltip with exact date and dollar value per series
“View All Bots →” link in the top-right navigates to /bot
If no data exists: shows empty state icon with “No performance data available”

Shown only when no broker is connected yet. A full-width warm-toned banner with:

Element	Details
Heading	”Connect your broker to unlock 10 free Trades”
Subtitle	”Secure. Fast. Required for trading.”
Connect Broker →	Orange button — opens the Connect Broker modal
Right side	Preview collage of supported broker logos

Clicking the button opens the Connect Broker Modal which then leads to the Connect Broker Sidebar (slide-over panel) where you authorize a specific broker.

Section 6 — Linked Brokers

Visible in the full dashboard screenshot — shows all your connected broker accounts in a grid.

Broker Card

Each connected broker appears as a card:

Element	Details
Logo	Broker’s logo image
Name	Broker name (e.g. Deriv, Binance, Bitget)
Status	Top-right: 🟢 Active or 🟡 Paused
Info icon	ⓘ for additional broker details

Header Actions

Element	Destination
”View all linked brokers →“	`/brokers` — full broker management page

Connect Flow (when adding a new broker)

Click "Add Broker" or connect button
        │
        ▼
  Connect Broker Modal
  (shows intro + confirms intent)
        │
        │ Click "Connect"
        ▼
  Connect Broker Sidebar (slide-over)
  (select broker → authorize via OAuth or API key)
        │
        │ On close:
        ├── Re-fetches linked brokers list
        └── Re-fetches profile to update step completion status

Section 7 — Discover Top Traders

Shows the top 3 ranked traders from the leaderboard directly on your dashboard. Clicking any card or the Copy Signal button navigates to that trader’s full profile.

Trader Card Elements

Element	Details
Avatar	Profile picture or default placeholder
Name	Trader’s username (e.g. Arjun S, Aiguo, Amida)
Country	Country badge (e.g. South Africa, Singapore, Australia)
Rank	🥇 medal icon + `#1`, `#2`, `#3` in orange
Bio	Short description of the trader’s style
Trading Days	Number of days active on the platform
Win Rate	% in green with ⓘ info icon
Total Gain	% in green (positive) or red (negative) with ⓘ icon
Copy Signal	Orange button for rank #1, outlined for others → trader profile
Copiers count	”✓ X traders copy this signal join them today.”

“View Leaderboard →” in the top-right navigates to /leaderboard.

Section 8 — Market

A live market data table powered by a real-time WebSocket connection to the backend. Only shown after all 3 onboarding steps are complete.

Asset Tabs

Tab	Asset Class	Data
Crypto	Cryptocurrency	BTC, ETH, USDT, DOGE, XRP, etc.
Stocks	US equities	Major stock symbols
Forex	Currency pairs	Major forex pairs

The active tab is underlined in orange. Switching tabs reconnects the WebSocket for the new category.

Table Columns

Column	Description
Broker	Trading pair symbol (e.g. BTC/USD) + full name below (e.g. Bitcoin)
Price	Live price as `~ $X,XXX.XX` with exact raw price below
24H Change	% change with ↗ green arrow (gain) or ↘ red arrow (loss)
4H Trend	Mini sparkline chart — green line = uptrend, red line = downtrend

Section 9 — Trade Calendar & News Feed

Trade Calendar and News Feed side by side

These two widgets appear side-by-side at the bottom of the dashboard, only after onboarding is complete.

Trade Calendar (Left — 1/4 width)

A monthly calendar that colour-codes each day by your trading outcome.

Colour	Meaning
🟩 Green	Net profitable day (`netPnL >= 0`)
🟥 Red/Pink	Net losing day (`netPnL < 0`)
No colour	No trades placed that day
Faded	Days outside the current month (padding)

Month Selector — dropdown at the top lets you browse any month from January of the current year to the current month. Legend at the bottom:

🟩 Booked Profit
🟥 Booked Loss

The calendar automatically updates when you switch between Live and Demo mode.

News Feed (Right — 3/4 width)

A live scrollable news feed covering Forex, Crypto, and Stock news.

Element	Details
Source logo	Circular logo of the news publisher
Headline	Article title
Summary	Short 1–2 line description
Date	”Today” for today’s news, or “MMM D” (e.g. May 12)
Time	Published time in your local timezone (HH:mm)
Read More →	Opens the full article in a new browser tab

“View all Latest News →” link in the top-right of the section header.

Click Target	Goes To
Create a new Bot card	`/create-bot?botId=...`
Copy Signal card	`/leaderboard`
View Performance card	`/performance`
View All Bots link	`/bot`
View Leaderboard link	`/leaderboard`
Trader card / Copy Signal	`/leaderboard/trader-profile/[id]`
View all linked brokers	`/brokers`
Upgrade link	`/pricing`
News Read More	External article URL (new tab)

Overview

User Guide

Overview

Dashboard Layout Flow

Section 1 — Header

State A — New User (Onboarding Incomplete)

State B — Returning User (Onboarding Complete)

Section 2 — Onboarding Steps Banner

The 3 Steps

Step Visual States

Section 3 — Cutting-Edge Trading Features

Section 4 — Overall Performance

Filters (Top-Right)

5 Stats Cards

Active Bot Radial Chart (Left)

Bot Performance Line Chart (Right)

Section 5 — Connect Broker Banner

Section 6 — Linked Brokers

Broker Card

Header Actions

Connect Flow (when adding a new broker)

Section 7 — Discover Top Traders

Trader Card Elements

Section 8 — Market

Asset Tabs

Table Columns

Section 9 — Trade Calendar & News Feed

Trade Calendar (Left — 1/4 width)

News Feed (Right — 3/4 width)

Quick Navigation from Dashboard

​Overview

​Dashboard Layout Flow

​Section 1 — Header

​State A — New User (Onboarding Incomplete)

​State B — Returning User (Onboarding Complete)

​Section 2 — Onboarding Steps Banner

​The 3 Steps

​Step Visual States

​Section 3 — Cutting-Edge Trading Features

​Section 4 — Overall Performance

​Filters (Top-Right)

​5 Stats Cards

​Active Bot Radial Chart (Left)

​Bot Performance Line Chart (Right)

​Section 5 — Connect Broker Banner

​Section 6 — Linked Brokers

​Broker Card

​Header Actions

​Connect Flow (when adding a new broker)

​Section 7 — Discover Top Traders

​Trader Card Elements

​Section 8 — Market

​Asset Tabs

​Table Columns

​Section 9 — Trade Calendar & News Feed

​Trade Calendar (Left — 1/4 width)

​News Feed (Right — 3/4 width)

​Quick Navigation from Dashboard

Overview

Dashboard Layout Flow

Section 1 — Header

State A — New User (Onboarding Incomplete)

State B — Returning User (Onboarding Complete)

Section 2 — Onboarding Steps Banner

The 3 Steps

Step Visual States

Section 3 — Cutting-Edge Trading Features

Section 4 — Overall Performance

Filters (Top-Right)

5 Stats Cards

Active Bot Radial Chart (Left)

Bot Performance Line Chart (Right)

Section 5 — Connect Broker Banner

Section 6 — Linked Brokers

Broker Card

Header Actions

Connect Flow (when adding a new broker)

Section 7 — Discover Top Traders

Trader Card Elements

Section 8 — Market

Asset Tabs

Table Columns

Section 9 — Trade Calendar & News Feed

Trade Calendar (Left — 1/4 width)

News Feed (Right — 3/4 width)

Quick Navigation from Dashboard