Dashboard Overview
Learn how to navigate the TradeStaq dashboard and understand the key interface elements.
Main Navigation
The sidebar navigation provides access to all major features:
Trading Section
| Menu Item | Description |
|---|---|
| Signal Bots | Webhook-based automated trading bots |
| Trading Bots | Strategy-based TradeStaq bots |
| Copy Trading | Follow and copy expert traders |
| Positions | View and manage open/closed positions |
| Backtests | Test strategies on historical data |
Management Section
| Menu Item | Description |
|---|---|
| Exchanges | Manage exchange connections |
| Trading | Manual trade execution terminal |
Account Section
| Menu Item | Description |
|---|---|
| Wallet | View balance and transactions |
| Settings | Account and notification settings |
| Subscription | Manage your subscription plan |
Dashboard Header
The header bar contains:
- TradeStaq Logo: Click to return to main dashboard
- Theme Toggle: Switch between dark and light mode
- Notifications: Bell icon showing unread alerts
- Profile Menu: Access settings, subscription, and logout
Page Layouts
Card-Based Views
Used for Exchanges, Signal Bots, and Trading Bots:
┌─────────────────────────────────────┐
│ Bot Name [Status] │
│ ───────────────────────────────── │
│ Exchange: Binance Paper │
│ Pair: BTC/USDT │
│ ───────────────────────────────── │
│ Trades: 24 │ Win Rate: 65% │
│ PnL: +$1,234.56 │
│ ───────────────────────────────── │
│ [View] [Edit] [Pause] [Delete] │
└─────────────────────────────────────┘
Table Views
Used for Positions, Trades, and History:
| Column | Description |
|---|---|
| Symbol | Trading pair |
| Side | Long/Short |
| Size | Position size |
| Entry | Entry price |
| Current | Current price |
| PnL | Profit/Loss |
| Actions | Close, edit buttons |
Status Indicators
Bot Status Badges
| Status | Color | Meaning |
|---|---|---|
| Active | Green | Bot is running and processing signals |
| Paused | Yellow | Bot is temporarily stopped |
| Stopped | Red | Bot is permanently stopped |
| Error | Red | Bot encountered an error |
Exchange Status Badges
| Status | Color | Meaning |
|---|---|---|
| Connected | Green | Exchange is synced and ready |
| Syncing | Blue | Balance sync in progress |
| Error | Red | Connection issue - check credentials |
| Paper | Purple | Paper trading mode |
Webhook Health Indicators
Signal bots display webhook health based on recent activity:
| Indicator | Color | Meaning |
|---|---|---|
| Healthy | Green | Received signal within last 24 hours |
| Warning | Yellow | No signal in 24-48 hours |
| Stale | Red | No signal in 48+ hours |
| New | Gray | Never received a signal |
Note: Webhook health helps you identify bots that may have stopped receiving signals from their source.
Filtering and Sorting
Most list views include filtering options:
Common Filters
- Search: Filter by name or symbol
- Exchange: Show items from specific exchange
- Status: Filter by active/paused/stopped
- Date Range: Filter by time period
Sorting Options
Click column headers to sort:
- Name: Alphabetical
- Created: Newest/oldest first
- PnL: Most profitable first
- Trades: Most active first
Metrics Cards
Dashboard pages display summary metrics at the top:
Positions Page Metrics
| Metric | Description |
|---|---|
| Unrealized PnL | Profit/loss from open positions |
| Realized PnL | Profit/loss from closed trades |
| Win Rate | Percentage of profitable trades |
| Total Volume | Total trading volume |
Bot Statistics
| Metric | Description |
|---|---|
| Total Trades | Number of executed trades |
| Win Rate | Percentage of winning trades |
| Total PnL | Combined profit/loss |
| Avg Trade | Average profit per trade |
Quick Actions
Global Actions
- Create Bot: Available on Signal Bots and Trading Bots pages
- Add Exchange: Available on Exchanges page
- Refresh: Force-refresh data on any page
Item Actions
Each card or table row has contextual actions:
- View: Open detailed view
- Edit: Modify settings
- Pause/Resume: Toggle active state
- Delete: Remove (with confirmation)
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
? | Show keyboard shortcuts |
/ | Focus search |
Esc | Close modal/dialog |
N | Create new item (context-dependent) |
Mobile Experience
The dashboard is fully responsive:
- Sidebar: Collapses to hamburger menu
- Cards: Stack vertically
- Tables: Horizontally scrollable
- Actions: Available via menu button
Note: For the best trading experience, we recommend using the desktop interface. Some advanced features may have limited functionality on mobile devices.
Customization
Theme Preference
Toggle between dark and light mode using the theme button in the header. Your preference is saved automatically.
Table Density
Some tables allow switching between:
- Comfortable: More spacing, easier to read
- Compact: More rows visible
Column Visibility
Click the columns icon to show/hide table columns based on your preferences.