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Dashboard guide

Home Dashboard

Start with a clear portfolio snapshot before moving into detailed tables. Home combines wallet equity, realized history, open-position exposure, and token-system coverage in four live cards that can be reordered or hidden around your workflow.

Accounting unit

SOL

Today boundary

00:00 UTC

Live refresh

Approximately every 5 seconds

Layout

Reorderable and persistent

Four cards, four operational questions

Home is a summary layer. Use its cards to find the area that needs attention, then move to the dedicated Positions, Tokens, Filtering, or transaction workspace for evidence and actions.

01

Portfolio Value

Live wallet equity, cash, priced holdings, today’s change, open P&L, realized P&L, and a recent worth trend.

02

Portfolio Calendar

A UTC month view of realized daily P&L, trade outcomes, and recorded end-of-day portfolio worth.

03

Positions

Open exposure, invested SOL, unrealized performance, average size and duration, plus best and worst performers.

04

Tokens

Local database size and current coverage for pool prices, filtering outcomes, blacklist state, and OHLCV.

Read portfolio value correctly

The hero card distinguishes wallet worth from free cash and distinguishes unrealized movement from banked trading results.

Portfolio Value

Free SOL plus the current SOL value of priced fungible-token holdings. This is the same wallet-worth source used by the header.

Approximate USD

Current total equity multiplied by the live SOL/USD value. SOL remains the portfolio accounting unit.

Today

Change in wallet worth from the 00:00 UTC baseline, shown in SOL and percent.

Cash and Holdings

Separates free SOL from token value and reports held tokens that cannot currently be priced.

Open P&L

Unrealized performance across open positions using current pool prices.

Realized Today

Banked net P&L from position rounds closed during the current UTC day.

Unpriced holdings lower the estimate

A held token without a usable price contributes zero to Holdings and Portfolio Value. The card reports the unpriced count so the total is never mistaken for complete wallet value.

Use the portfolio calendar as realized history

Calendar days are based on UTC and closed-position results. They do not represent intraday unrealized movement in positions that remain open.

Daily heatmap

Green and red intensity follows the size of realized net P&L relative to the strongest day in the selected month.

Trade-day detail

A day with closed trades exposes net P&L, trade count, win rate, gross profit, gross loss, and recorded end-of-day portfolio worth.

Monthly summary

Navigate historical months and compare the month’s realized net P&L with the number of completed trades. Navigation stops at the current month.

Positions snapshot

Open

Number of current open position records.

Invested

Total entry size committed across those positions.

P&L and P&L %

Current unrealized result in SOL and relative to invested SOL.

Avg Size and Avg Hold

Typical current exposure and elapsed holding duration.

Best and Worst

Highest and lowest current performer by percentage.

Open Positions documentation

Token-system snapshot

Total

Every token record in the local database.

Priced

Tokens with current direct pool-price coverage.

Passed and Rejected

Current deterministic filtering outcomes.

Blacklist

Tokens under persistent execution protection.

OHLCV

Tokens with historical candle coverage for charts and strategies.

Open Tokens documentation

Shape Home around your workflow

Dashboard layout is saved as UI state, so returning to Home restores your card order and visibility.

Customize

Enter layout-edit mode from a card’s customization action.

Reorder

Drag Wallet, Portfolio Calendar, Positions, and Tokens into your order.

Show or hide

Disable cards you do not need; hidden cards remain visible and dimmed while editing.

Reset

Restore the default order and enable all four cards.

The same workspace in light mode

Theme changes presentation, not the meaning or source of any portfolio metric.

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Global quick actions

When no input or dialog has focus, use Ctrl/Cmd + B for Quick Buy and Ctrl/Cmd + Shift + S for Quick Sell. Search by token identity or paste a mint, then review the trade flow before submission.

Manual trading guide

Optional Featured row

Home can show the merged featured and trending token row above the status bar. Toggle it through Settings → Interface → Show Featured Row.

Featured guide

Persistent system context

Header metrics, the live ticker, navigation, and the bottom status bar provide system readiness around Home. They are dashboard-wide controls, not Home cards.

Dashboard access and navigation

Check incomplete value

Investigate an unpriced-holdings count before relying on total equity.

Separate open and realized

Calendar P&L is closed history; the hero’s Open P&L remains unrealized.

Move from summary to evidence

Use Home to identify a question, then inspect the dedicated workspace.