Dashboard

‍

The 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,
  • Strategy Builder,
  • Watchlist
  • Tools: Payoff Curve & Margin Calculator
  • uTrade Intelligence
  • Index Watch
• You can see an Earning section which gives you a summarized view of your cumulative earnings from your Portfolios and also the available margin in your broker accounts.
• The dashboard also shows a card view of: Portfolios that are running / you’ve created
• The Dashboard shows uTrade Intelligence Chatbot, allowing users to enter required prompts and get AI insights for Screener, Strategy Builder and Allocations for uTrade Originals.

My Portfolio Section

‍

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

Originals: This is a collection of all the uTrade Original strategies.

Deployed: All your currently deployed portfolios i.e. the ones which are running in the live/forward markets

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
• You can backtest uTrade originals strategies or selected strategies from your portfolio
• Mark portfolios as favorite
• And delete portfolios as well