Section 3: The Workspace Tabs

Using the Scanner

The Scanner is your primary tool for discovering new opportunities. It automatically analyzes a wide range of assets and presents the results in a clear, easy-to-read table. Use the filter bar at the top to quickly search for specific symbols within the results.

Building Your Portfolio

The Portfolio tab is where you can construct and analyze a model portfolio based on the AI’s projections. Follow these steps:

1. Enter your desired Account Size and Risk per Trade percentage.
2. Add symbols to the table and assign a % Weight to each.
3. The dashboard will automatically calculate the projected returns, your market exposure, and the appropriate trade size for each position based on your risk settings.

Running a Backtest

The Backtest tab allows you to test the performance of the dashboard’s core RSI crossover strategy on any symbol. Simply type in a symbol, click “Run Backtest,” and the tool will generate a chart showing the historical equity curve and performance metrics for that strategy.

Monitoring Your Open Positions

The Open Positions tab provides a live, automatically refreshing view of your current trades. This table displays your entry price, quantity, stop loss, take profit, and real-time Profit & Loss (P&L) for each position.