Understanding the Main Screen Layout
The Claxton Dashboard is organized into clear sections. Here’s what you’ll see as you scroll from top to bottom.
The KPI Strip
Right below the Status Ribbon, you’ll see a row of six key numbers — your KPI Strip (Key Performance Indicators). These give you an at-a-glance snapshot of how things are going:
P&L Today
Your profit or loss for the current trading day. Green means you’re up, red means you’re down. Hover over the info icon (ℹ️) to see a breakdown:
- Realized P&L — profit/loss from trades that have been closed today
- Unrealized P&L — paper gains/losses on positions still open
Risk Left
How much of your daily loss limit remains before the bot stops trading. For example, if your max daily loss is set to $1,000 and you’ve lost $300, this shows $700.
Net Greeks
A compact summary of your portfolio’s Greek values: Delta (Δ), Gamma (Γ), Theta (Θ), and Vega (ν). Don’t worry if these look unfamiliar — we’ll explain them in the Greeks section.
Exposure
Shows how many positions you currently have open and how many strategies are enabled.
SPY / QQQ
Real-time prices for SPY and QQQ, including the daily percentage change. These are the benchmarks most options strategies are based on.
The Main Content Area
Below the KPI Strip, the dashboard is split into two columns:
Left Side (Wider) — Positions & Charts
- Positions Panel — A table showing all your open positions, their P&L, days to expiration, and health status. This is where you see what the bot is currently holding. More details in Monitoring Positions.
- Intraday P&L Curve — A chart showing how your P&L has moved throughout the day. Green area = profit, red area = loss.
- Portfolio Delta Chart — Shows how your overall delta exposure has changed over time.
Right Side (Narrower) — Controls
The Controls Panel contains:
- Net Greeks — A more detailed view of your portfolio Greeks with directional labels (Bullish/Bearish/Neutral)
- Risk Limits — Your daily loss limit, max positions, and trade count
- Trade Safeguards — Settings that protect you from bad fills (bid-ask spread limits, 0DTE close buffers, etc.)
- Start/Stop buttons — Turn the bot on or off
- Kill Switch — Emergency halt on all trading
- Emergency Close — Close ALL positions immediately
More on controls in the Controls section.
Strategies Panel
Below the main area, you’ll find the Trading Strategies section. This shows all your configured strategies with their current status. Each strategy card shows:
- Strategy name and type (e.g., “Iron Condor”)
- Key parameters at a glance (underlying, DTE, delta, profit target, stop loss)
- An on/off toggle switch
- The most recent decision the bot made (PASS, OPEN, FAIL, SKIP, etc.)
💡 Tip: Click on any strategy to expand it and see detailed entry rules, exit rules, and position sizing.
The Tab Bar
At the bottom of the page, there’s a tab bar with seven tabs:
- Trade Journal — Complete history of all your trades
- MCP Engine — The market context the bot uses to make decisions
- Options Chain — Live options pricing data
- IV Surface — Implied volatility analysis
- Risk Book — Portfolio risk metrics and stress tests
- Recovery — Trades that need manual attention
- Activity Log — A timeline of bot actions and system events
Each tab is covered in detail in the Dashboard Tabs section.
Quick Orientation Checklist
When you open the dashboard, quickly check:
- ✅ Status Ribbon — Is everything green?
- ✅ P&L Today — How are you doing?
- ✅ Positions — What’s the bot holding?
- ✅ Bot Status — Is it running or stopped?
- ✅ Market — Is the market open?
That’s the full layout! Now let’s dive into the most important part — your Strategies.