Dashboard
The Dashboard is your trading command centre, providing an at-a-glance view of your portfolio, positions, and recent activity.
Dashboard Components
Portfolio Summary
The summary card at the top shows:
| Metric | Description |
|---|---|
| Total Equity | Combined value across all accounts |
| Cash Available | Uninvested cash |
| Market Value | Value of all positions |
| Day P&L | Today's profit/loss (dollar and %) |
Equity Chart
A 30-day rolling chart showing your portfolio value over time. This helps visualise:
- Overall portfolio trend
- Day-to-day fluctuations
- Growth or drawdown patterns
Positions Snapshot
Quick view of your current holdings:
- Symbol and quantity
- Current market value
- Unrealised P&L per position
Click any position to view details or close it.
Orders Snapshot
Recent order activity showing:
- Order status (pending, filled, cancelled)
- Symbol and quantity
- Fill prices
Trading Mode Indicator
The header displays your current trading mode:
- PAPER (green) - Demo trading, no real money
- LIVE (red) - Real trading, real money
Click the indicator to switch modes. UTM will confirm before switching to LIVE mode.
UTM blocks orders if your account type doesn't match your mode. You cannot accidentally place live orders while in paper mode.
Sync Status
Each broker connection shows sync status:
| Status | Meaning |
|---|---|
| Green checkmark | Recently synced |
| Yellow | Data may be stale |
| Red | Sync error occurred |
Click the sync icon to manually refresh data from your broker.
Quick Actions
From the dashboard, you can:
- Place Order - Opens order entry dialog
- View All Positions - Navigate to Positions page
- View All Orders - Navigate to Orders page
Refreshing Data
Data refreshes automatically after:
- Placing an order (7-second delay)
- Manual sync click
- Page reload
For real-time data, consider keeping positions open in a separate tab.