Documentation

See exactly how the software works

Every page, feature, and risk control — explained in plain English. The same docs our members use, open for anyone to read.

Getting Started

The left sidebar is the only menu you'll ever need.

Sidebar groups

Your pages are arranged in three labeled groups:

  1. Trade — Dashboard, Alerts Tracker, Strategies, Trades, Hybrid Trade, Copy Trade.
  2. Analyze — Calendar, History, Leaderboard, Backtest, Trading AI.
  3. Account — Marketplace, Dashboard Settings, Billing.

Badges next to items

  • A small NEW tag next to a page means it's a recently added feature you may not have explored yet.
  • A small number next to Trades is the count of trades you currently have open. If you see a 3, you have three live positions waiting.

On mobile

The sidebar collapses behind a button in the top-left corner. Tap it to slide the menu in, tap anywhere outside the menu (or the same button again) to slide it back.

The corner buttons

In the top bar, to the right of the stats, you'll find a small row of controls:

  • 🔍 Search — opens a quick jump-to box. You can also open it from the keyboard with ⌘K (Mac) / Ctrl-K (Windows), or just by pressing /. Start typing a page name, a strategy, or a ticker symbol and press Enter to jump straight there. Press Esc to close.
  • 🔔 Notifications — a bell with a small count when something new has happened: a trade opening or closing, the trading bot being updated, or the app being updated. Click it to see the recent list; opening it clears the unread count. Remove a single alert with its ×, or Clear to empty the list. See The Alert Bell for the full rundown. (This history is for your current session.)
  • ? (Help) — opens this documentation. Visible on every page.
  • ⏻ (Logout) — bottom-right corner — signs you out and returns you to the login screen.

The help and documentation window, opened by the ? button in the top-right corner

The live position ticker

When you have open trades, a thin scrolling ticker runs across the top bar showing each open position's symbol and its current profit/loss percentage (green up, red down). It hides itself when you have no open positions. (It tracks your positions — it isn't a general market-index ticker.)

Bot status

Just above the version numbers in the sidebar is a small status card. A glowing green dot and Bot Active mean the portal is connected to the trading service, with a count of how many positions are currently open (e.g. Executing · 3 open). If the link drops, it reads Offline · Reconnecting… until it recovers — most disconnects clear within a few seconds.

Versions and changelog

At the very bottom of the sidebar you'll see small ATS, FE, and UI version numbers. They identify which release you're on. Next to them, a Changelog link opens a list of what's changed in recent releases — the perfect place to find out why a new button suddenly appeared.