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Dashboard Contents
Algo Execution Dashboard

Algo Execution Dashboard

7 min read

Introduction

The AlgoBulls Dashboard provides an overview of your account and trades.

Dashboard

AlgoBulls Money

Dashboard

Your current balance is displayed on the AlgoBulls Dashboard. To add money to your AlgoBulls account, type the amount, click the "Add Money" button on the dashboard. A pop-up will open for payment gateway to complete your payment.

The Action Bar

The action bar shows your:

  • AlgoBulls Funds: Add funds to your account by clicking on Click to Add.
  • Subscription Plan Status: Subscribe to a plan that suits your requirements by clicking Subscribe a Plan.
  • Broking Account Status: Connect your broking account by selecting Connect a Broking Account.
  • Portfolio Strategy Status: Expand your portfolio by adding more strategies. Click on Click to Add to proceed.
  • Strategy Status: Monitor the status of your strategies to see if any are currently running. Start a new strategy by clicking Click to Start.
Dashboard

Strategy Analytics

In this section, you can view overall trading volume and also your profit and loss. The left side of the page displays data in a graphical format, while the right side provides strategy details such as strategy name, total transactions, volume, and P&L.

Dashboard

You can filter your view by selecting the following options:

  • Today: Trades executed today.
  • This week: Trades executed this week.
  • This month: Trades executed this month.
  • This year: Trades executed this year.
  • Custom Range: Use the date range option to specify a start and end date for your search.
Dashboard

Fields

The Dashboard fields include:

  • Strategy Name: Displays the name and code of the strategy.
  • Total Txns: Shows the total number of transactions for that strategy.
  • Volume (₹): Indicates the total volume in INR.
  • P&L (₹): Displays the total profit and loss.
Dashboard

The Toolbar

The Dashboard toolbar includes options for refresh, settings, and full screen mode.

Toolbar

Refresh: Click refresh if you do not see a recent entry in the table.

Refresh

Settings: Use this option to select which columns you want to view.

Settings

Full Screen: View your current tab in full screen mode. To exit full screen, click the icon again or press F11 on most browsers and operating systems.

Full Screen

New Dashboard V2

Welcome to the New Dashboard V2 — a streamlined, intuitive, and detailed space designed to make your trading journey smoother and more insightful. This new design brings together all the essential tools, analytics, and account information in one place, helping you make informed decisions effortlessly.

How to Switch to the New Dashboard

To switch to the new dashboard, follow these steps:

  1. Go to the Settings Page

    Setting Page

  2. Click on User Preferences

    User Preferences

  3. Turn on the Switch to enable the new dashboard.

    Switch

  4. Visit the Dashboard Page and explore the new design.

    New Dashboard

Understanding Each Section in the New Dashboard Page

Our new dashboard consists of multiple sections/cards, each offering critical insights and tools to enhance your trading experience. Let’s explore each one in detail:

Broker Information

Broker Information

  • In this section, you can view information about your default broker and other brokers linked to your AlgoBulls account.
  • You can also switch your default broker or add a new broker if needed.

Active Plan Details

Active Plan

  • See your active plan, its expiration date, and previously expired plans.
  • Suggestions in this section are tailored based on your profile usage for a personalized experience.
  • Your current balance is displayed on the AlgoBulls Money Card. To add money to your AlgoBulls account, type the amount, click the "Add Money" button on the dashboard. A pop-up will open for payment gateway to complete your payment.

Profile Information

Profile Information

This section gives a detailed overview of your profile information:

  • Trading Experience: Your experience is categorized into Beginner, Intermediate, or Experienced.
  • Interested Products: Displays products you have interacted with or shown interest in.
  • Coding Experience: Based on your preferences and skill level.
  • Trading Goals: Shows goals you have set through the settings page.

You can also change your profiling information by clicking on the button Change Profiling Information

Account Information

Portfolio Analysis

This card provides an overview of your account activities:

  • Strategies Saved: Total number of strategies saved in your account.
  • Running Strategies: Number of strategies currently running.
  • Analytics Access: Access detailed analytics for your strategy executions.
  • Professional Support: Get 24/7 support from our expert team.
  • Execution Time (in minutes): Total execution time consumed across all products.

Your Portfolio Analysis

Portfolio Analysis

This section gives you a quick snapshot of your portfolio with multiple filtering options:

  1. Top Contributors: Identify strategies contributing the most to your portfolio.
  2. Most Used: View your most frequently used strategies.
  3. Most Recent: Check out the most recently executed strategies.
  4. Filter by Time: Filter strategies based on time frames like 1D, 3D, up to 1Y.
  5. Edit or Start Strategies directly from this card.
  6. Quick Access: Use the button at the bottom to navigate to the My Portfolio page for a detailed view.

Your Last 5 Orders from P&L and Trade Book

PNL AND TABLE

  • View the last 5 orders from your P&L Book and Trade Book.
  • A button at the bottom lets you navigate to the P&L or Trade Book pages for further details.

Visual Analytics

Visual Analytics

This section helps you analyze your trading performance with interactive charts:

  • Track your cumulative returns, profits and losses, and other key metrics.
  • Switch between Test Mode and Live Mode to view results based on your trading environment.

Why the New Dashboard?

The New Dashboard V2 is designed to simplify your trading experience by providing all the critical information and tools in one place. It helps you:

  • Track progress effortlessly.
  • Make quick decisions with clear, actionable insights.
  • Stay in control of your trading journey.

Explore the new dashboard today and take charge of your trading experience with AlgoBulls.

Happy Trading!

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Contact

support@algobulls.com

AlgoBulls, 99 Wall Street, #2009 New York, NY 10005

AlgoBulls Technologies Private Limited, C-212/Mascots, 103/104, Orbit Plaza, New Prabhadevi Marg, Mumbai 400025

Trading in financial products involves significant risk and may not be suitable for all investors. The use of our services, including algorithmic trading strategies, Phoenix and Odyssey (Algo Marketplace), carries the risk of substantial losses, potentially exceeding your deposited funds. It is crucial to fully understand these risks before engaging in trading activities.

AlgoBulls (AlgoBulls Technologies Private Limited) does not guarantee the accuracy or completeness of any information provided on our platform, including third-party content. Such information should not be relied upon without thorough independent investigation by the investor. Investments in securities and equity-related instruments are subject to various market risks, which can be influenced by specific security factors, broader market conditions, and economic, political, and global developments.

Past performance of any strategy, model, or advice provided by AlgoBulls does not guarantee future results. Actual returns may vary significantly due to various factors, including but not limited to, impact costs, expenses, entry and exit timings, additional flows or redemptions, client-specific mandates, and unique portfolio construction characteristics. There is no assurance that the objectives of any strategy, model, or advice will be achieved.

AlgoBulls, its partners, officers, and employees do not guarantee any specific return on investments made based on the strategies or advice provided. The value of investments can fluctuate, influenced by market forces and conditions. AlgoBulls and its associates are not responsible for any losses or shortfalls arising from market conditions.

Investors are encouraged to thoroughly read and understand the terms and conditions outlined in the relevant advisory agreement before subscribing to any services. AlgoBulls and its associates/employees shall not be held liable for any risks or losses associated with the strategies, models, or advice provided. Trading in securities is subject to market risks, and AlgoBulls makes no representation or guarantee that the objectives of any model, strategy, or advice offered will be achieved in the future.

Risk Disclosure: Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardising ones’ financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.

Hypothetical Performance Disclosure: Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. for example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all which can adversely affect trading results.

Testimonial Disclosure: Testimonials appearing on this website may not be representative of other clients or customers and is not a guarantee of future performance or success.

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