Dashboard

The AAM dashboard is a dynamic table showcasing each of your account "monitors" – the customized rules you've set up to manage your trading day – giving you control at a glance. Let's explore the information displayed.

What You See on the Dashboard

Each row in the dashboard represents one of your managed trading accounts. Here's what you'll find in each column:

1. Account:

   • What It Shows: The name of your trading account as it appears in NT8.

   • Why It's Useful: It tells you which of your accounts this particular row of settings applies to.

2. Status:

   • What It Shows: The current state of your automated rules for this account. You'll see one of these statuses:

     • Active: Your configuration is running, and AAM is watching that account.

     • Inactive: Your rules aren't running for now because a position was detected when the trading session began; monitor will not run until start of next session.

     • Stopped: AAM did its job and flattened the account; your automated rules will require an edit and a restart to run again.

     • Paused: You've manually turned off AAM for that account.

   • Why It's Useful: This shows you if everything is working, or if any action may be needed.

Example Account Management dashboard with multiple accounts and various settings

1. Profit Threshold:

   • What It Shows: The dollar amount you’ve set as a profit goal for this account. When this level is reached, specific automated actions take place and the process will stop in most cases.

   • Why It's Useful: This acts like an automatic profit trigger to flatten a position. It also displays the alert behavior chosen by the end-user, such as disabling the alerts, turning the alerts to ‘closing only’ or doing nothing when profit targets are hit.

2. Loss Threshold:

   • What It Shows: The dollar amount you've set as a safety net to limit losses on this account.

   • Why It's Useful: It will flatten a position automatically, and it also acts like an alert trigger for loss situations to modify how alert behavior in AAM can change when your limits are hit. It may include actions that alter your risk (such as flattening) or provide you with feedback when triggered.

3. Profit/Loss (P/L):

   • What It Shows: The real-time profit or loss for the current trading session, displayed as a dollar amount in color. The number can either represent realized or total P/L depending on how you have configured the AAM monitor instance for this specific account (e.g., commissions included, unrealized profit/loss included, etc.).

   • Why It's Useful: It shows you the overall gains and losses of each account in the current session.

4. Positions:

   • What It Shows: How many open positions the associated account currently holds, at a moment in time.

   • Why It's Useful: For an at-a-glance understanding of all active account exposures and their individual configurations

5. Flatten:

   • What It Shows: The time at which your account will be automatically flattened, displayed in a 12-hour format with an AM or PM marker, based on what time you configured in the setup form (using the US Eastern time zone). A ‘Off’ setting indicates that auto-flatten is not in use.

   • Why It's Useful: To see which time (or state) a system is set to flatten the monitored accounts on a daily basis, without you needing to remember the settings each time.

6. Enabled:

   • What It Shows: An on/off switch, to easily enable or disable the automatic risk monitoring of that account in AAM. When enabled, the systems monitor that account, until it hits a defined target or some other outside factor requires manual interaction from you.

   • Why It's Useful: A direct visual confirmation and fast control of the operation in a given account.

7. Actions:

   • What It Shows: Several targets to reconfigure the AAM settings for the corresponding account. These interactive elements allow to Edit, Restart, or Delete your AAM instance and its underlying rules set from a previous configuration.

   • Why It's Useful: A simple and easy to access interface to adjust any current or outdated setting without having to refresh the page or dig around through submenus.

Key Benefits

• Clear Overview: Quickly grasp the state of your automated account controls for each active monitor.

• Real-time Tracking: Monitor real-time progress as the day goes on, and have access to that important daily P/L data.

• Easy Adjustments: Direct access controls allow you to reconfigure settings, restart, enable/disable monitors from the UI with speed and confidence.