Client Trade Dashboard

Nightly Entry Dashboard

A simple next-session trade sheet for reviewing what to buy, keep, or sell. Start with Today's Actions for the full picture, or choose one strategy below for a clean strategy-by-strategy view.

Purpose
Next Session Orders
Coverage
Active Strategy Signals
Best Place To Start
Today's Actions
Output
Buy, Hold, Sell
Stale Data Warning
Dashboard Views
Strategy Jump
Choose one strategy to immediately see its next-session actions. This is the fastest way to review a single model without scanning the whole dashboard.
Choose Strategy
Next Entry For Selected Strategy
Entries
Holds
Exits
Selected Strategy
Signal Date
Trade Date
Turnover Estimate
Generated
Enter
Hold
Exit
Watch
Today's Actions
What To Check First
This is the best place to start. It combines all live strategies into one action list so you can quickly see what needs to be bought, held, or sold at the next session.
Actionable Right Now
Top Entry Spotlight
Current Filter State
Total Enters
Total Holds
Total Exits
All Actions Across Strategies
Search
Strategies Included
Leave All Strategies selected to view the full live stack, or choose up to 8 named strategies for a focused shortlist.
Sector
Sort By
Click any row to jump straight into that strategy’s recommended buys, holds, and sells.
Selected Strategy
Enter At Next Open
Keep Holding
Exit / Sell
Open Positions

`Entered On` shows when the current hold streak began in the strategy's historical basket. Use the `Exit / Sell` list as the positions to close at the next session.

Detailed Table
Full Action Table is the detailed audit view. Use it when you want the entire ranked action sheet with sizing, reference pricing, holding limits, and model notes.

Reference prices are planning values from the nightly run and are not guaranteed execution prices.