Monitoring Overview
Once the bot is running and has opened positions, you’ll want to keep an eye on how things are going. The dashboard gives you everything you need to monitor your portfolio at a glance.
What to Check Throughout the Day
Quick Check (30 seconds)
- P&L Today — Are you up or down?
- Status Ribbon — Is everything connected and running?
- Positions — How many are open? Any red flags?
Detailed Check (2-3 minutes)
- Everything above, plus:
- Greeks — Is your delta exposure neutral or directional?
- Risk Left — How much loss budget remains?
- Strategy decisions — Are strategies finding trades? Check the decision badges.
End of Day Review
- Trade Journal tab — Review what traded today
- P&L breakdown — Hover over P&L Today to see realized vs unrealized
- Activity Log tab — See what the bot did and why
Key Metrics at a Glance
The KPI Strip gives you the most important numbers. Here’s what each one means for your daily monitoring:
| Metric | What to Watch For |
|---|---|
| P&L Today | Trending in the right direction? Sudden changes? |
| Risk Left | Getting close to $0 means the bot will stop opening new trades |
| Net Greeks | Delta close to 0 = market-neutral. Large delta = directional risk |
| Exposure | More positions = more risk. Compare to your comfort level |
| SPY/QQQ | Big market moves affect all your positions |
When Should You Be Concerned?
🟢 Normal: P&L fluctuating within a range, Greeks near neutral, all systems connected
🟡 Pay Attention:
- P&L approaching your daily loss limit
- Delta significantly positive or negative (you’re exposed to market direction)
- A strategy showing multiple FAIL decisions in a row
🔴 Take Action:
- Kill switch triggered (the bot detected something dangerous)
- API disconnected for more than a few minutes
- “ENTRIES HALTED” warning in the positions panel
- Broken group structure detected
The following pages cover each monitoring area in detail: