Getting Started

Dashboard Overview

A guided tour of the TradingForge dashboard and all its key UI sections.

The TradingForge dashboard is your command centre. It gives you a real-time view of your portfolio health, open trades, engine status, and recent activity — all on a single screen. This article describes each section of the dashboard so you can navigate with confidence from day one.

The dashboard auto-refreshes every 30 seconds to pull the latest price data, P&L figures, and engine status. You can also manually refresh the page at any time without losing any state.

Top Navigation Bar

The navigation bar runs across the top of every page in TradingForge and provides quick access to the most important global controls.

›Account Info: Displays the currently logged-in account name. Click it to access account settings or log out.
›Profile Selector: TradingForge supports multiple configuration profiles. The dropdown in the nav bar lets you switch between profiles instantly, enabling different bot configurations for different strategies or exchanges.
›Notifications Bell: Alerts you to important events such as trade completions, safety orders triggered, and engine errors. A badge count indicates unread notifications.
›Settings Gear: Opens the global settings panel where you can configure your exchange connection, change your password, set notification preferences, and manage profiles.

When paper trading mode is active, a prominent PAPER badge is displayed in the top navigation bar so you always know at a glance that no real funds are being used.

Portfolio Summary

The portfolio summary card appears near the top of the dashboard and provides a high-level snapshot of your trading activity at a glance.

›Total Portfolio Value: The combined current value of all open positions plus your available base currency balance on the connected exchange.
›Open Trades Count: The number of active DCA or TradeSmith trades currently running.
›Today's P&L: Profit and loss realised and unrealised for the current calendar day, shown in both absolute and percentage terms.

Active Trades Table

The active trades table lists every trade currently being managed by TradingForge. Each row represents one open position and includes the following columns:

›Pair: The trading pair, e.g. BTC/USDT or ETH/BTC.
›Entry Price: The average price at which the position was entered, including the effect of any safety orders that have been filled.
›Current Price: The latest market price fetched from your connected exchange.
›P&L %: The unrealised profit or loss on this position as a percentage. Green for profit, red for loss.
›Safety Order Count: How many DCA safety orders have been triggered for this position so far, out of the maximum configured.

Clicking on any row opens the trade detail view where you can inspect the full safety order ladder, take profit levels, and manually close or adjust the trade.

Trading Engine Controls

TradingForge has two independent trading engines, each with its own start and stop controls on the dashboard:

TradeFuel (DCA Engine)

TradeFuel is the Dollar Cost Averaging engine. It opens trades based on your configured entry conditions, places a ladder of safety orders below (or above for shorts) the entry price, and closes at a configurable take-profit target. Use the Start / Stop toggle to enable or disable this engine independently.

TradeSmith (Market Analysis Engine)

TradeSmith provides broader market analysis and signal-based trade entry. It can operate alongside TradeFuel or independently. Use its dedicated Start / Stop button to control it separately from TradeFuel.

Stopping an engine does not close any currently open trades. It only prevents new trades from being opened. Existing open positions continue to be managed (safety orders and take-profit) until they close naturally.

Recent Activity Feed

The activity feed on the right side (or bottom on smaller screens) of the dashboard shows a live log of recent events, including:

›New trades opened by TradeFuel or TradeSmith
›Safety orders triggered and filled
›Take-profit orders filled and trades closed
›Exchange API connection events
›Engine start and stop events

Each entry is timestamped. The feed shows the most recent 50 events by default. A full trade history is available under the History tab.

Exchange Status Indicator

A status badge in the dashboard header shows the current health of your exchange API connection:

›Green (Connected): TradingForge is successfully communicating with your exchange API. Order management and price feeds are operational.
›Red (Disconnected / Error): The API connection has failed or returned an error. Check your API key configuration in Settings and verify that your exchange is not experiencing downtime. Trading engines will pause order placement when disconnected to prevent unexpected behaviour.

First Launch & Login

License Activation