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Dashboard

Dashboard

The Dashboard section allows you to conveniently monitor the trading performance of your clients. Here you can see data such as:

NameDescription
Volumetrade volume by trades
Net P/LPnL on trades
Tradesdeals quantity
Active Clientsnumber of active clients (a client who has made at least one transaction during the selected period of time is considered active)

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You can customize the display of each of the indicators in the widgets. For example, select the time range for which the statistics will be displayed.

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You can customize the display of each of the metrics in the widgets. For example, you can set the time range for which the statistics will be displayed. Also in the widgets you can monitor the comparison of current indicators with indicators of previous time periods. For example, the current day compared to the previous day, the current week compared to the previous week.

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Example: the current week's trading turnover is 104.36 mio USD, and the previous week's trading volume is 210.05 mio USD. Therefore, the turnover of the current week is equal to 50% of the trade turnover of the previous week.
Calculation
current week = 104.36, prev week = 210.05
104.36 / 210.05 = 0.4968 = 50%
week value = 50%

Also in the Dashboard tab, other data about trading and customer activity is available, for example:

  • Top 5 accounts by trade turnover
  • Top 5 instruments by trading turnover
  • Aggregated data on deposits and withdrawals of clients
  • Data on the number of registered and verified users, as well as the number of support requests
  • Top accounts approaching stop out (to achieve stop out, the margin utilization indicator is used. The desired level for auto-liquidation can be set in the Margin Profile settings)
  • Graphic representation of trading turnover and PnL by active clients

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At the top of the page you can see the dashboard filters:

  • The date filter allows you to set a specific time period for each widget in the Dashboard tab

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  • The Asset filter allows you to choose in which currency data will be displayed in the widgets (USD, EUR, GBP, RUB, etc.)

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  • The Trade source filter allows you to choose from which source trades will be considered in the widgets

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NameDescription
Admintrades through the admin panel
GUItrades through user interface
FIXtrades via FIX-connection
Mirrormirroring trades
Algoalgorithmic trades
  • The Show own filter allows you to consider trades that are initiated by the broker on his accounts

EOD broker report

The Dashboard section allows you to generate a broker's report by clicking Generate report. It includes detailed reports on trades, accounts and instruments.

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A brokerage report is a set of summarized information about a broker's trading indicators. The report includes detailed information on transactions, on accounts and on instruments.

This report is similar to EOD Broker Report in the Reports section. Detailed information about the report can be found in the article EOD Broker Report.

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