Help Article

Understanding the Dashboard

Your Pinbar AI Dashboard

The dashboard is your command center for trading analytics.

Main Sections

1. Overview Tab

  • Quick Stats: Today's P&L, win rate, trades completed
  • Equity Curve: Visual representation of your account growth
  • Recent Trades: Last 5 trades with key metrics

2. Journal Tab

  • Complete trade history
  • AI-powered analysis for each trade
  • Emotion and behavior tags
  • Personal notes and reflections

3. Analytics Tab

  • Performance heatmaps
  • Time-of-day analysis
  • Win/loss patterns
  • Strategy performance comparison

4. Psychology Tab

  • Emotion tracking across trades
  • Behavior pattern detection
  • Strengths and improvement areas
  • Weekly mood trends

5. Live Tab

  • Real-time open positions
  • Unrealized P&L tracking
  • Quick refresh for latest data

Navigation Tips

  • Use the sidebar to switch between sections
  • Click on any trade to see detailed analysis
  • Use the date filters to focus on specific periods
  • Export reports from Analytics → Export

Customization

Access Settings to:

  • Manage broker connections
  • Update profile information
  • Configure notifications
  • View billing and plan details

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