The Investment Dashboard is your central hub for managing and monitoring all your investment accounts. It provides a clear overview of your financial positions, performance metrics, and transaction history. Here’s a step-by-step guide to help you navigate it effectively:
Main Dashboard Overview
When you log in, the Main Dashboard displays all the investment accounts you have opened. This section gives you quick access to essential account details, including:
- Equity: The total value of your account, including your balance and any unrealized profits or losses.
- Balance: The amount of money currently available in your account, excluding open positions.
- Credit: Any additional funds or bonuses provided by your broker.
- Other Metrics: Depending on your platform, you may also see margin levels, leverage ratios, and risk indicators.
Understanding the terminology is crucial for making informed decisions. Here are some important terms you’ll encounter:
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High Water Mark: This refers to the highest peak in your account value. It’s often used in performance-based fee structures to ensure fees are only charged on new profits above previous highs.
Looking for more explanation on this principle? - Check out High-Water Mark (HWM) Principle article. - Available Free Margin: The amount of margin you have left to open new positions. It’s calculated as your equity minus the margin currently used by open trades.
- Investment Trade Profit: The profit or loss generated from your active trades.
- Payment Total Profit: The cumulative profit after all fees, commissions, and withdrawals have been accounted for.
Requests Page
The Requests Page is where you can track all your transactions and their statuses. This includes:
- Deposits and Withdrawals: Check if your funds have been successfully processed.
- Trade Requests: Monitor pending or completed trade actions.
- Status Updates: Each request will have a status indicator (e.g., Pending, Approved, Completed) for transparency.