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Dashboard

The Dashboard is the authenticated app home. It summarizes what is happening now (jobs, TPA, quotas) and shortcuts to what usually matters: favorites, top by PF, and highlighted portfolios.
Dashboard with activity, agent status, and strategies

Dashboard. Click to zoom.

What you see

Dataset / strategy / portfolio / symbol counts give quick context; the focus is activity and status, not a static panel.

When to use it

  • On open: is a job running? Is the TPA online? Any quota left?
  • Jump to a favorite or portfolio without digging through filters.

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