Dashboard

Updated Oct 27, 2026

Your dashboard is the first page you see after logging in (Dashboard in the menu). It is built from modules, such as your open positions, your bots and how today went, and you choose which ones show and in what order. Until you verify your email address, it asks you to do that first.

Simple and the Terminal

Simple is a page of cards you scroll. Everyone starts here.
The Terminal fits everything on one screen: six panes of tabs, with your account figures along the top and the market tape along the bottom. See The Terminal.

Switch between them with Terminal and Simple at the top of the page, or in Customize. Phones, and any window narrower than 768 pixels, always use the phone layout: the modules ticked in Customize's Phone list.

Your dashboard starts with the modules that suit what you have built: bots and brokerage accounts, backtests, or nothing yet. Until you show or hide a module yourself, it follows those defaults as that changes, so Backtests appears once you start backtesting, for example.

The top of the page

Account picker: all your live accounts, one account, or Paper. See Accounts.
Market phase: where the market is (Before the open, Open, Closed and so on) and a countdown to the next change. In the Terminal it sits in the bar at the bottom.
Since: where the long-term views start. See Since date.
Focus mode: hides the menu sidebar to give the modules more room. Point at the left edge of the window to bring it out again.
Hide dollars: hides dollar figures such as balances and profit, and keeps percents and prices. It is an account setting, so other Whispertrades pages and the iOS app hide dollars too while it is on.
Customize, and Help, which opens this page beside the dashboard.

Alerts

Alerts sit under the top bar until their cause is gone. They cover all your accounts, whichever one is picked.

Bots that need attention: bots with errors from the last 7 days you have not acknowledged, with Review.
Trading is off: since when and why, with Turn on trading, which needs a Whispertrades balance of at least $0.10.
Stops not checked: while the market is open, positions whose stops have not been checked in the last 5 minutes.
Broker stop missing or not confirmed: a broker stop the broker ended with nothing replacing it, or one it has not confirmed.
Broker connection expiring or expired, with Renew. Once a connection has expired, Whispertrades can no longer manage its trades or positions.
Incidents and Bot Engine problems published on the status page.

Account

The large figure is your bots' P/L for the session, open and closed positions together, with its percent of your account value and SPX's move beside it. A label says how settled it is: Live while the market is open, then At close, Settling, Before fees (the broker's fees import overnight) and Final. The session is the market's: today's while the market is open, and the latest one until the next open.

Beside it are the account tiles you choose in Customize:

Account value: your connected live accounts' total value, as your brokers last reported it.
Option buying power: with the share of your account value still available (green at 30% or more, yellow from 15%, red below).
Notional held: the notional value your bots hold, with their leverage against your account value. Short puts and short calls on the same symbol offset, so only the larger side counts.
SPX beta weight: how many dollars your account moves for each 1-point move in SPX, and, as a multiplier, its percent move for each 1% move in SPX. Point at it to split it into 0 DTE (legs expiring today) and Overnight.
Short premium open and Long premium open: the premium still open in your credit and debit positions, at the mid.
Open bot P/L: unrealized profit on your bots' open positions.
Bot P/L today: the large figure, as a tile.
Bot P/L week, month and year to date: time-weighted, so deposits and withdrawals do not move them.
At risk: the most your open positions can lose, as Capital at risk counts it.

What is happening now

Performance: a chart of your bots against SPX. Day, Week and Month draw from your minute-by-minute balances, and Total % and Total $ run from your Since date against your benchmark (SPX, unless you chose another in Settings). Click a line's name to hide or show it, and drag across the chart to zoom in.
Open positions: each position's P/L, value and stops, with its warnings in red when its protection is not working, yellow near a stop and gray while it waits to settle; the positions closed today follow. Click a bot's name to open the position's details beside the page. 0 DTE narrows the list to positions expiring today. While the market is open, the red × closes a position (you choose how many contracts), exactly as the position's own page does.
Working orders: your working orders, those that need you first: sent but not confirmed by your broker, or an entry no longer being repriced. While the market is open, the × cancels an order, and the pencil changes a closing order's price (a broker stop's trigger).
Capital at risk: the most your open positions can lose, in dollars and as a percent of your account value, split by account. Positions with no defined maximum loss, such as naked shorts, are listed under the total rather than counted in it.
Bots now: your enabled bots by what they are doing and when they can next enter: blocked, unable to enter as set up, able to enter now, held until a time or date, or waiting for a position to close. Days ahead lists the coming days that keep bots out, such as economic events and holidays. See No New Positions.
Market clock: the market phase, a countdown and today's hours, with the market tape: each symbol's move today, never its price. The tape shows SPX, VIX and the symbols your bots trade, or up to ten symbols you choose in Customize.
GEX: SPX's move today, its expected move to the close, and its gamma regime with the call wall, put wall and flip. Its link opens the full GEX dashboard.

How today went

Sessions: the latest session and the two before it: bot P/L, positions entered and closed, the win rate, how positions closed (target, stop, time, expiry, manual) and the three bots that moved most.
Recent activity: the newest entries in your bot logs. Choose a Level, and acknowledge an error or delete an entry as you would in the log.
Bots: your enabled bots, those needing attention first, each with its open and today's P/L and its positions. While the market is open, the × closes a position, and the lightning bolt (Enter new position) enters a position at once from the bot's entry settings, skipping its entry filters; a bot holding two or more open positions has no bolt. The pause button (Disable bot) turns a bot off, first opening its disable page if it holds positions or orders, and a bot set to Disable on Close shows Enable bot instead. Bots paused in the last 7 days wait under Paused, with Resume bot.
Bot movers: the bots that moved a session most, each with its P/L over its last 90 sessions.
Execution quality: your recent sessions' fills: spread capture, slippage against the mid and the worst fill. See Execution Quality.
Session replay: any session from about the last five weeks, drawn as the Day chart drew it, plus SPX actual move to close to read against the expected move.

Click a bot's name anywhere on the dashboard to open its sheet beside the page: its state, its P/L and a line of it over the last 3 months, its positions and its recent activity, with buttons to disable, enable or resume it, or to enter a position.

Research and community

Backtests: your running and queued backtests, and your latest results.
Community: what is new for you in the community, the three newest official announcements, and what you have shared.
Get started: a five-step checklist for new members. It leaves once you have been a member for 30 days and done three of the steps.

History

Since start, Drawdown, Monthly returns and Daily returns run from your Since date and count live accounts only.

Since start: your bots' return and P/L against your benchmark, their drawdowns, and the trades closed with their win rate.
Drawdown: how far your bots' return sits below its peak, session by session.
Monthly returns: each month's return in a grid, and each year's against your benchmark.
Daily returns: a month as a calendar of daily returns. Market holidays, early closes, and the days of scheduled market events (Fed decisions and minutes, inflation and jobs reports, GDP, the ISM surveys and option expirations) carry a small icon; point at it for the details.

Since date

The Since chip at the top of the page sets where the long views start: the Total tabs and the History modules. Choose a date, a preset that moves forward each day (YTD, 1 year, 6 months, 90 days or 30 days), or All. It does not change the Day, Week or Month tabs or the account tiles.

Accounts

The account picker appears when you have two live accounts, or a paper account beside a live one.

All live accounts, where the page opens: every live account together. Paper is left out.
One account: every module covers that account only. Week, month and year to date and the long views count the bots on it now, each with its whole history, as a bot report on that account does.
Paper: your paper accounts alone, cash only, with no balance history or chart. Its SPX beta weight is measured against cash plus open P/L.

Alerts always cover every account. The Accounts module lists each account with its value, option buying power and today's P/L; click a name to open the dashboard on that account.

The Terminal

The Terminal needs a window at least 768 pixels wide. Under your alerts and account figures sit six panes of tabs in three columns, and the bar at the bottom carries the market tape, the market phase and a light for the platform's status. A tab's badge counts what needs you, such as open positions or errors, never dollars.

It comes with two arrangements: Performance focus, where everyone starts, with the chart over your positions in the center, and Position focus, with your positions first.

Move a module: drag its tab along its pane or onto another pane. The + after a pane's tabs adds a module, and the x on a tab removes one. A pane holds one to eight modules.
Resize: drag the dividers between panes, and double-click one to put it back.
Collapse or maximize: the chevron in a pane's header collapses the pane, and the button beside it fills the screen with it (Escape brings the others back).
Tables: in the Positions and Orders tabs, the gear chooses the columns, and a click on a column's header sorts by it.

Your own arrangements

Moving, adding or removing a tab while a built-in arrangement shows starts one of your own, named Custom 1, so the built-ins keep their defaults. In Customize, under Terminal layout, Add saves the Terminal as it is under a name, and Rename and Delete manage yours. You can keep six. Each keeps its own panes, sizes and table columns, and each browser opens on the layout last chosen in it, so a laptop and a large monitor can keep different ones.

Customize

Customize at the top of the page sets:

Layout: Simple or the Terminal, and which Terminal arrangement shows.
Modules: which modules show on Simple and on a phone, and in what order. Tick a module to show it, and drag it or use its arrows to move it.
Right panel: one module kept beside Simple's cards, such as Recent activity.
Account tiles: which tiles show, and in what order, on a computer and on a phone.
Market tape: up to ten symbols, or none for SPX, VIX and the symbols your bots trade.
Hide dollars.

Changes to the modules, the right panel, the tiles and the tape take effect when you Save, and Reset to default puts them back. Everything else on the page, such as the chart's tab, the table columns and the Terminal's panes, is kept as you change it.

Keyboard

⌘K (Ctrl+K on Windows) opens the command palette; choose a module to jump to it.
On a Terminal pane's tabs, the arrow keys move between tabs, and Shift with an arrow moves the tab.
On a Terminal divider, the arrow keys move it, and Enter collapses the pane below it.