Portfolio Dashboard
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Wallet Balance
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Portfolio Equity
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Net PnL
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Total Trades
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Win Rate
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Equity Growth
Historical portfolio equity over time
Monthly PnL
Net profit and loss by month
Symbol Breakdown
PnL distribution by instrument
Trade Performance
Win vs loss distribution
Win trades0
Loss trades0
Open trades0
Trade Log
Complete history of all your trades
All Trades
Showing up to 100 recent trades
| # | Symbol | Side | Qty | Entry | Exit | PnL | Status | Opened | Note |
|---|---|---|---|---|---|---|---|---|---|
No trades yetTrade data will appear here. | |||||||||
Admin Panel
Performance Analytics
Total Users
Total Trades
Platform PnL
Total AUM
User Management
Create, Modify, and control investor access
All Users
| ID | Username | Display Name | Role | Status | Created | Actions |
|---|---|---|---|---|---|---|
No users yet | ||||||
Wallet & Equity Panel
Financial Audit Board
Add Portfolio
Wallet balance & equity management
Leave blank to use wallet balance
Portfolio History
| ID | Wallet Balance | Equity | Note | Recorded | Actions |
|---|---|---|---|---|---|
Select a user to view history | |||||
Trades Logging
Log trades of Investors — PnL calculated Automatically
Log Daily Trade(s)
Exit price is optional — leave blank for open positions
Trade History
| ID | Symbol | Side | Qty | Entry | Exit | PnL | Status | Opened | Actions |
|---|---|---|---|---|---|---|---|---|---|
Select a user to view trades | |||||||||