{{ toast.message }}

Dashboard

Auto-refresh: 60s

Total AUM

{{ formatUSD(dashData.total_aum) }}

Clients

{{ dashData.clients_active || 0 }} / {{ dashData.clients_paused || 0 }} paused / {{ dashData.clients_error }} err

Today's PnL

{{ formatUSD(dashData.today_pnl) }} {{ formatPct(dashData.today_pnl_pct) }}

Active Strategies

{{ strategyCards.length }}

Strategies

{{ strategyDisplayName(s.strategy) }}

Target {{ formatPct(s.target_exposure) }}

TS {{ s.trend_score != null ? s.trend_score.toFixed(1) : '--' }}

Price {{ formatUSD(s.price, 0) }}

Avg Heat {{ s.avg_heat != null ? s.avg_heat.toFixed(2) : '--' }}

Clients {{ s.client_count || 0 }}

AUM {{ formatUSD(s.aum, 0) }}

Client Overview

Client	Exchange	Allocation	Balance	Exposure	Heat	DD	24h PnL	Status
{{ c.name }}	{{ exchangeBadge(c.exchange) }} {{ c.exchange }}	{{ strat.toUpperCase() }} {{ pct }}%	{{ formatUSD(c.balance) }}	{{ formatPct(c.exposure) }}		{{ formatPct(c.drawdown) }}	{{ formatUSD(c.pnl_24h) }}	{{ c.status }}
No clients configured

Clients

Name {{ sortIcon('name') }}	Exchange {{ sortIcon('exchange') }}	Allocation	Balance {{ sortIcon('balance') }}	Fee % {{ sortIcon('fee_pct') }}	PnL	Status {{ sortIcon('status') }}	Actions
SIGNAL {{ c.name }}	{{ exchangeBadge(c.exchange) }} {{ c.exchange }}	{{ strat.toUpperCase() }} {{ pct }}%	{{ formatUSD(c.balance) }}	{{ c.fee_pct }}%	{{ formatPct(c.pnl_total) }}	{{ c.status }}
No clients. Click "+ Add Client" to get started.

{{ selectedClient.name || 'Client' }}

{{ exchangeBadge(selectedClient.exchange) }} {{ selectedClient.exchange }} {{ selectedClient.status }}

Balance

{{ formatUSD(selectedClient.portfolio_value ?? selectedClient.balance) }}

Initial

{{ formatUSD(selectedClient.initial_balance) }}

PnL

{{ formatPct(selectedClient.pnl_total_pct) }}

Peak / HWM

{{ formatUSD(selectedClient.peak ?? selectedClient.hwm) }}

Drawdown

{{ formatPct(selectedClient.drawdown) }}

Heat

{{ selectedClient.heat != null ? Number(selectedClient.heat).toFixed(3) : '--' }}

Exposure

{{ formatPct(selectedClient.effective_exposure ?? selectedClient.exposure) }}

Fee

{{ selectedClient.fee_pct || 0 }}% perf + {{ selectedClient.management_fee_pct || 0 }}% mgmt

Allocation Breakdown

{{ strategyDisplayName(strat) }}

{{ pct }}%

{{ strategyDisplayName(sd.strategy) }}

Heat: {{ sd.heat != null ? sd.heat.toFixed(3) : '--' }}

Exposure: {{ formatPct(sd.exposure) }}

TS: {{ sd.trend_score != null ? sd.trend_score.toFixed(1) : '--' }}

Price: {{ formatUSD(sd.price, 0) }}

PnL: {{ formatPct(sd.pnl) }}

Cash Flows

Date	Type	Amount	Notes
{{ formatDate(cf.timestamp) }}	{{ cf.flow_type.toUpperCase() }}	{{ formatUSD(cf.amount) }}	{{ cf.notes \|\| '' }}

No deposits or withdrawals recorded

Portfolio Value

Trade History

Time	Side	Size	Price	Exposure After
{{ formatDate(t.timestamp) }}	{{ t.side.toUpperCase() }}	{{ t.size }}	{{ formatUSD(t.price) }}	{{ formatPct(t.exposure_after) }}
No trades recorded

Monthly Performance

Month	Start	End	PnL	Return	Max DD
{{ m.month }}	{{ formatUSD(m.start_value) }}	{{ formatUSD(m.end_value) }}	{{ formatUSD(m.pnl) }}	{{ formatPct(m.return_pct) }}	{{ formatPct(m.max_dd) }}
No monthly data

Strategies

No strategy data available. Engine may not be running.

{{ strategyDisplayName(sd.strategy) }}

{{ formatUSD(sd.asset_price, sd.asset_price > 100 ? 0 : 2) }}

Target Exposure

{{ sd.target != null ? sd.target.toFixed(0) + '%' : '--' }}

Trend Score

{{ sd.trend_score != null ? sd.trend_score.toFixed(1) : '--' }}

Signal Time

{{ sd.signal_hour || '--' }}

Calculation Pipeline

{{ step.step }} {{ step.value }}

{{ step.desc }}

Heat System

DD Soft {{ (sd.heat_params.dd_soft * 100).toFixed(1) }}%

DD Hard {{ (sd.heat_params.dd_hard * 100).toFixed(1) }}%

Taper {{ sd.heat_params.taper }}

Floor {{ sd.heat_params.floor }}

Recovery TS>80 {{ sd.heat_params.rec_80 }}

Recovery TS>70 +{{ sd.heat_params.rec_70 }}

Recovery TS>60 +{{ sd.heat_params.rec_60 }}

Bull Floor TS>{{ sd.bull_floor.ts_threshold }} = {{ sd.bull_floor.min_exposure }}%

Master Portfolio ($10k Virtual)

Equity {{ formatUSD(sd.master.equity) }}

PnL {{ sd.master.pnl_pct != null ? sd.master.pnl_pct.toFixed(1) + '%' : '--' }}

Drawdown {{ sd.master.drawdown != null ? sd.master.drawdown.toFixed(1) + '%' : '--' }}

Heat {{ sd.master.heat != null ? sd.master.heat.toFixed(3) : '--' }}

Effective Exp {{ sd.master.effective_pct != null ? sd.master.effective_pct.toFixed(0) + '%' : '--' }}

Target {{ sd.master.daily_target_pct != null ? sd.master.daily_target_pct.toFixed(0) + '%' : '--' }}

Sharpe {{ sd.master.sharpe != null ? sd.master.sharpe.toFixed(2) : '--' }}

Sortino {{ sd.master.sortino != null ? sd.master.sortino.toFixed(2) : '--' }}

Calmar {{ sd.master.calmar != null ? sd.master.calmar.toFixed(2) : '--' }}

CAGR {{ sd.master.cagr != null ? sd.master.cagr.toFixed(1) + '%' : '--' }}

Peak {{ formatUSD(sd.master.peak) }}

Updated {{ sd.master.last_update ? sd.master.last_update.substring(0, 16) : '--' }}

Monthly PnL

{{ month }} {{ pnl > 0 ? '+' : '' }}{{ pnl.toFixed(1) }}%

Recent Master Trades

{{ t.time ? t.time.substring(5, 16) : '' }} {{ t.from_pct.toFixed(0) }}% → {{ t.to_pct.toFixed(0) }}% {{ t.reason }} H: {{ t.heat.toFixed(2) }}

Exposure History (30d)

Indicator Layers

#	Indicator	Group	Value	Effect	Description
{{ idx + 1 }}	{{ l.name }}	{{ l.group }}	{{ formatLayerValue(l.value) }}	{{ l.effect }}	{{ l.desc }}

Operations

Engine {{ opsData.engine_running ? 'Running' : 'Stopped' }}

{{ strategyDisplayName(key) }}

{{ sig.target != null ? sig.target.toFixed(0) + '%' : '--' }}

TS {{ sig.trend_score != null ? sig.trend_score.toFixed(1) : '--' }}

{{ formatUSD(sig.asset_price, 0) }}

Client Verification

{{ opsData.timestamp }}

✓ ⚠ {{ c.name }} {{ c.status }}

{{ exchangeBadge(c.exchange) }} {{ c.exchange }}

Balance {{ formatUSD(c.portfolio_value) }}

Peak {{ formatUSD(c.peak) }}

DD {{ c.drawdown != null ? c.drawdown.toFixed(2) + '%' : '--' }}

24h PnL {{ c.pnl_24h != null ? '$' + c.pnl_24h.toFixed(2) : '--' }}

Total PnL {{ c.pnl_total != null ? '$' + c.pnl_total.toFixed(2) : '--' }}

Net Flows {{ c.net_flows !== 0 ? formatUSD(c.net_flows) : '--' }}

Trades Today {{ c.trades_today || 0 }}

Last Trade {{ c.last_trade_side }} {{ c.last_trade_symbol }} {{ formatDate(c.last_trade_time) }} None

{{ strategyDisplayName(sc.strategy) }} {{ sc.allocation_pct }}% Target: {{ sc.target_exposure != null ? sc.target_exposure.toFixed(0) + '%' : 'N/A' }} Eff: {{ sc.effective_exposure != null ? sc.effective_exposure.toFixed(0) + '%' : '--' }} Heat: {{ sc.heat != null ? sc.heat.toFixed(3) : '--' }} DD: {{ sc.sub_dd != null ? sc.sub_dd.toFixed(1) + '%' : '--' }} TS: {{ sc.trend_score != null ? sc.trend_score.toFixed(1) : '--' }} No signal

{{ issue }}

No clients configured

Reports

Monthly Report

Client	Start Value	End Value	PnL	Return	Max DD	Trades	Fee %	Fee Amt
{{ r.name }}	{{ formatUSD(r.start_value) }}	{{ formatUSD(r.end_value) }}	{{ formatUSD(r.pnl) }}	{{ formatPct(r.return_pct) }}	{{ formatPct(r.max_dd) }}	{{ r.trades }}	{{ r.fee_pct }}%	{{ formatUSD(r.fee_amount) }}
No report data. Select a period and click "Load Report".
TOTAL	{{ formatUSD(reportTotals.start_value) }}	{{ formatUSD(reportTotals.end_value) }}	{{ formatUSD(reportTotals.pnl) }}	{{ formatPct(reportTotals.return_pct) }}		{{ reportTotals.trades }}		{{ formatUSD(reportTotals.fee_amount) }}

Commission Summary

Client	Profit	Fee %	Commission
{{ c.name }}	{{ formatUSD(c.profit) }}	{{ c.fee_pct }}%	{{ formatUSD(c.commission) }}
TOTAL			{{ formatUSD(commissionTotal) }}