Dashboard

Dashboard can be accessed by logging in. It is an overview of the account, which contains all the major features of the web app.

• It includes:
  • Portfolio tab,
  • Books,
  • Payoff Curve,
  • Strategy Search and,
  • Add a new strategy button.
• You can see an Earning section which gives you a summarized view of your cumulative earnings from your Portfolios and also available margin in your account.
• Dashboard also shows a card view of:
  • The Portfolios that are running / you’ve created
  • Subscribe to Pre-built Algos tab

My Portfolio Section

Created : This is an archive of all the portfolios you’ve created till date

Subscribed: This is a collection of all the uTrade Original strategies that you’ve subscribed to

Deployed: All your currently deployed portfolios i.e. the ones which are running either in the live market or the forward test market

Favorites: All the portfolios that you’ve bookmarked

• Using this tab you can monitor, manage and sort & filter all your portfolios.
• You can also edit portfolios created by you - by clicking on the three dots corresponding to each portfolio card
• Mark portfolios as favorite
• And delete portfolios as well

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