Dashboard and monitoring

Use Dashboard and Profile to check performance, strategies, positions and orders for your account.

Check cash, holdings and orders

1. In Terminal, click the portfolio value beside the cash balance, or choose Positions & Orders on the left rail.
2. Select the relevant account/mode and Positions or Orders view. The account must match the trade you are investigating.
3. Select a holding or order to inspect details and any available sell, close, protection or cancel actions. In the Positions tab, a holding's name or logo opens its chart instead; its value or arrow expands the details. Use Manual trading or Perps for the action itself.
4. Read the current state and timestamp. Use Try again on a failed load or Load older orders when earlier activity is outside the current list.

Terminal Positions & Orders shows BTC and ETH for the reviewed wallet tokens by network and contract address. See the supported Bitcoin and Ether assets.

The header's cash balance opens funding. The adjacent portfolio value is your account total. In Real money that is token holdings, Cash, and money a deployed strategy holds but has not spent yet: money you allocate to a strategy leaves Cash but stays in the portfolio value, and the Cash menu lists it as In strategies. A change in portfolio value is not necessarily a deposit or realized profit. Strategy-attributed funds are part of the account, not extra money to add to its total.

After a confirmed on-chain fill, Positions refreshes wallet holdings and cost basis automatically, including when you reopen the panel. Brief follow-up reads allow chain balances to catch up with settlement; a page reload is not the normal refresh step. If a holding is still absent, check the account/mode, choose Wallet holdings and clear search or strategy filters. Use Try again when a refresh fails. Check the existing order before attempting another trade.

Profile Positions exposes Avg. entry and Current price beside quantity, market value and P/L, with labeled prices beneath rows on mobile. Closed instead shows historical Avg. exit, proceeds and realized P/L. Unknown entry cost stays unavailable even when the current mark is known. Profile Open omits Cash and funding stablecoin balances; inspect them through Cash controls or the mobile Cash card. Portfolio totals still include the same funds. See position prices and P/L for the price sources and closed-cycle meanings.

Suspicious token balances

Astral excludes a specific Solana spam-account pattern from active wallet positions, portfolio value and P/L: a frozen account outside your wallet's standard associated token account whose closing authority belongs to another address. The raw balance is retained separately; filtering does not sell, burn or transfer tokens. Cash is unchanged. A spam balance does not add value, create a loss or make the portfolio total partial.

This is a targeted account filter, not a guarantee that all spam is detected. Missing names or prices, Token-2022, or frozen status alone do not hide a legitimate holding. Normal external deposits and eligible accounts of the same token remain visible. Unpriced legitimate holdings still follow the partial-value rules below. No token-management action is required to dismiss a filtered balance.

Partial portfolio value and P/L

If a token has no available price, the Terminal header keeps the known holdings value plus cash visible. It excludes that token's unknown value rather than treating the token as worthless. P/L includes only holdings with both a price and a verified matching entry cost. Its percentage uses those holdings' entry cost plus cash; excluded holdings' costs do not become losses. A priced holding with unknown entry cost still contributes to value but is excluded from P/L. When no holding has usable P/L data, P/L stays —.

The header shows plain amounts without Partial tags. Hover over the portfolio control for the exclusion counts and partial-total explanation, or focus it with a screen reader for the same explanation. Click it to open Positions & Orders and inspect the holdings whose value or P/L is unavailable. The exclusion explanation clears automatically when pricing and entry-cost data become available. Cash and account-data verification failures can still leave the header unavailable; the displayed value is not a spending or withdrawal quote. This describes the desktop Terminal header; mobile Profile Cash is a separate balance.

Open a position's chart

In Terminal Positions, hover over a position row to fade its asset logo into +, then click the + to Open chart. Keyboard users can focus the logo button and press Enter or Space. On touch devices, a small + badge stays visible on the logo; tap it to open the fullscreen chart. This shortcut is available on open wallet and strategy positions, including Paper positions, and broker position logos where offered. Cash rows and EVM gas balances keep their existing controls.

On desktop, the shortcut focuses that asset's existing chart or adds a chart tab when it is not open, subject to your chart limits. After activation, the + returns to the asset logo; a new hover or keyboard focus reveals it again. It keeps the positions panel, filters and scroll position in place. On mobile, close the fullscreen chart to return to the positions list. The chart uses the position's exact asset identity, including its token network/address. Chart availability still depends on market data coverage.

In Profile → Positions, ticker logos stay visible without a + overlay. Press a row, or activate it with keyboard Enter/Space, to open its position dialog and Buy/Sell ticket. See inspect and trade a position.

In Terminal, the position's name also opens its chart. Click the value or arrow to expand a wallet or strategy position's details. Opening a chart does not submit a trade, change Paper/real mode or stop a strategy.

Filter wallet holdings and strategy positions

1. In Positions, choose the Filters icon beside Search positions or strategies….
2. Under View, choose Wallet holdings for wallet-level balances or Strategy positions for deployment-owned positions grouped by strategy.
3. Under Active strategies, check one or more names, or choose All strategies. Selecting strategies switches the position view to Strategy positions; choosing Wallet holdings clears that strategy selection.
4. Choose a Sort by option and inspect each row's asset, strategy and Paper/real mode. The same holding can be represented in account and strategy views; do not add those views together.

Loading strategy positions…, Strategy position data is unavailable., and No open positions for these strategies. describe different conditions. Clear search/strategy filters before concluding that holdings are missing. Unable to refresh positions. Showing the last loaded balances. means the displayed values may be stale; choose Try again.

In Orders, Filters → Source offers All activity or Wallet only when source filtering is available. Active strategies narrows the list; All strategies or Clear strategy filter restores it. Show → Recent / Pending selects the offered order-state view. A Wallet only summary offers Show all activity. These controls change the display, not execution or deployment state.

Large order lists and tables show 100 loaded orders per page, with Previous and Next controls below them. Search and sorting cover the loaded history before it is divided into pages. On wider profiles, select a column heading to sort, then select it again to reverse direction. Orders' Status heading filters order states; Filters → Status offers the same selection on mobile. See profile column controls and order history for details.

Use Dashboard

Open Dashboard, or tap Profile in the mobile bottom navigation. The mobile private workspace starts with Cash, Add funds, Send, Receive, and More. Cash is the available balance, not portfolio value or performance. During a same-wallet refresh, the profile keeps the last verified Cash amount visible until a new amount arrives. A failed refresh keeps that display with an error; it does not authorize spending. Signing out or changing wallet or Paper/Real scope clears the previous amount. Receive opens the crypto deposit path; More → Wallet details explains Cash and separate perps cash. Funding and sending still require their existing forms and review. In Paper, the hero is Paper cash, with simulated Deposit and Withdraw; real Receive is not offered.

The compact Performance heading has a period dropdown and Strategies / Manual segmented control. Select the trading source directly; in Manual, results combine existing Astral spot wallets within the current mode, without an account selector or subtitle. The period dropdown beside the source control sets the displayed range. These share the same darker card carousel without combining their totals. Swipe the cards, or use the blue page dots beneath them, to choose a metric. Tap a strategy card to open its larger chart. Drag over that chart or use Inspect [metric] to inspect recorded points; the headline card keeps its latest summary value. Open the period menu (for example 1W) beside Performance or in the larger chart to choose a range. The selected period applies to the displayed source. Manual cards show combined Net P/L, Win Rate and Closed Positions, with curves built from recorded closing fills. Tap a mobile card to inspect its larger curve. P/L uses the same nominal $1 USDC/USDG convention as Cash; curves describe cumulative realized results, not historical wallet equity. A manual position belongs to the period when it fully closes; earlier entries and partial exits still supply its costs. Strategy cards retain their recorded charts and inspection. A metric without an available curve shows No chart data for this period. Closing the sheet returns to the same card.

Below Performance, Strategies, Positions, and Orders use full-width tabs on desktop and mobile web. Strategies → Deployed / Saved selects the library; inline search and Filters narrow or sort it. Strategy rows align P/L, Trades, Win rate and Updated in a table on wider profiles, with labeled facts on mobile. Select a column heading to sort and select it again to reverse direction; mobile retains Filters → Sort. Missing metrics remain unavailable, and Saved backtest results stay separate from deployment performance. Updated retains the timestamp/source inspection. Open a strategy to use its detail-view actions and deployment controls. Profile row-end icons are removed; Signals rows retain a management view. See profile strategy rows. Positions → Open / Closed selects the position status, while Filters retains wallet/strategy views, strategy selection and sorting. Orders shows a continuous activity list with inline search, Filters, and All activity / Wallet only where source filtering is available. Each visited list retains its search and filters when switching tabs. Profile positions and orders open detail dialogs instead of expanding inline; close the dialog to return to the list. Mobile lists stay inside the selected tab rather than expanding into separate section sheets. Strategy details retain View in Terminal and available deployment/publication controls. A background curve does not establish that current performance is available; actions retain their own eligibility and review.

Tap a saved or deployed strategy's name/row to open its details above Profile. The return appears above the plot, with the strategy name and Analytics / Feed below. Show candles / Show strategy performance switches the plot; recorded candles retain the result's market, interval and period. Replay backtest and Open strategy analysis inspect available results. Deploy or Stop strategy stays in the bottom action row and opens its existing review/control flow. View in Terminal remains an explicit menu action. Closing the sheet returns to the same Profile list. Press a position row for a fixed modal titled Position, with the terminal chart and its controls on the left, a compact position card underneath: headline value and P/L with quantity/return beneath, followed by price/cost rows and quieter recorded dates, and a full-height ticket on the right. The spot ticket reuses Terminal's top bar, with the asset icon and ticker on the left, compact order-type dropdown on the right and a divider above Buy/Sell. This bar has no separate Trade heading or extra money-mode label. It shows supported choices for the selected Buy/Sell side while editing, then hides for review and the receipt. Open views use live candles over a non-session connection separate from the Terminal session; closed views keep their recorded historical window. A compact chart top bar shows the ticker icon, name and latest candle price; the modal header remains Position. Open views also show market change, 24h volume, market cap and liquidity from the terminal's current data; missing fields stay unavailable. Price and the market statistics share one right-aligned row beside the ticker, with horizontal scrolling on narrow screens. Closed views keep the recorded historical candle price without today's market-statistics row. Interval changes resolution and Settings → Date range / Series type changes the displayed window or style. There are no extra chart-information rows below the x-axis. Mobile uses Position / Trade views; switching keeps the draft and receipt.

Profile's Orders section shows a continuous list without date headings. Rows align size, price, value/P/L and status/date on desktop, with labeled details below the summary on mobile. Avg. fill uses the recorded execution price; pending rows retain their order price or — when unavailable. Filled qty identifies a partial execution. Press an order for a record dialog with its full date/time, execution details and any eligible cancellation. It contains no buy/sell ticket. See order rows. Use the bottom Notifications tab for account notifications, Unread/All groups and Mark all read.

The header gear edits your public profile. Mobile Profile ends with its workspace tabs, with manual performance in the Performance section above. Find published strategies on community profiles or under Published → Strategies on your desktop profile. Browse public indicators in Explore Indicators. Private sections require confirmed account ownership.

Desktop keeps its compact avatar/profile information and Performance cards above the tabbed workspace in one centered column, at most 1,040px wide. More space separates those sections, and the tabs and list controls have extra separation while retaining their compact buttons. The Private / Published toggle sits at the far right of the content tab row and selects private trading lists or public publications. It stays on the corresponding publication-tab row when you switch views. These controls do not change the Performance source or period and never publish private holdings or orders. Account-detail pages show the selected account's monitoring views. See profile workspace tabs for keyboard navigation and mobile behavior.

An empty panel, a loading panel and a zero balance are different states. Check the selected account and filters before concluding that an order, strategy or holding is missing. A new chat does not create a new account or erase historical activity.

Read strategy trade counts

On your own desktop profile, Performance shows its controls and metric cards without an explanatory subtitle in the strategy view.

The owner summary's Strategy trades card describes closed trades from deployed strategies, not manual wallet orders. The selected time range applies to that count. Inspect manual fills in the profile's Orders tab or Terminal's Positions & Orders → Orders; match the original account and Paper/real mode rather than adding unrelated histories together.

Loading placeholders, Strategy history loading…, or Strategy history unavailable mean the complete set of required inputs is not available. After inventory loading, the count and win rate stay at —, not a confirmed zero or a partial total, until the required order histories arrive. Price ticks do not replace an order backlog. Wait for history, or reconnect and reopen/reload the page after an error. A successfully loaded empty strategy history can show 0. See profile strategy performance for the public/private boundary.

Read private manual performance

On desktop or mobile web, choose Profile → Performance → Manual, to see combined results across existing Astral spot wallets in the current trading mode, without an account selector or subtitle. Choose Strategies to return to strategy results. Strategy and manual views share the selected period without combining their totals. Manual wallet results are combined only after reconstructing entries and exits within each wallet; Paper and Real money remain separate. Desktop keeps its summary-card grid and mobile keeps its carousel. A manual position belongs to the period when it fully closes; complete earlier entries and partial exits still determine its costs. Check the workspace Paper/Real mode in Settings → Wallets. Only fully closed recorded manual spot positions count; open/partial positions, strategy trades, external activity and perps are not combined. A filled buy is not a completed profitable position.

Wait for complete history; — is not zero. Manual performance refreshes automatically 15 seconds after each read finishes while its view is visible; returning/focusing the page or recorded wallet activity refreshes sooner. Reads never overlap. Complete figures remain visible during a background refresh; failures become unavailable and retry automatically. The history refresh/retry and summary-help controls have been removed on desktop, matching the clean mobile card view. An incomplete wallet prevents a combined partial total. Unknown prices/fees can leave the count and its curve known but P/L and win rate unavailable without curves. Wallet lots and trading modes stay separate, and nothing is published. See private manual performance for costs, limits, exclusions and recovery.

Keep source and mode visible

Read deployed strategy equity

Strategy names and rows open the details modal in Saved and tracked Deployed lists. ⋮ → Details also opens it. Use ⋮ → View in terminal for stored code/results from Saved, or Live from tracked Deployed. Alerts-only rows keep their existing controls. Opening a saved strategy without results does not start a backtest; see Find and reopen saved work.

The selected strategy owns chart restoration, so the previous chat's charts do not replace its targets. Saved indicator targets keep recorded intervals, and remaining declared assets use the saved engine interval. Live reuses a matching monitoring session or initializes the deployment's charts in a clean workspace.

In Strategies → Deployed, click a tracked strategy's name or row to open its details, then choose ⋮ → View in terminal for its Live chart workspace. Returning to Live reuses the last monitoring session recorded in this browser for that user and strategy run; see Confirm and monitor in Terminal for restoration and mobile behavior. Funded Paper and real-account deployments with a confirmed accounting history are valued in the background, even while the chart is closed or strategy evaluation is paused. Cash-only history can appear before the first trade; signals-only deployments have no investment-performance history.

The Return tooltip shows Equity as of (UTC) with the last recorded equity observation time. Hover over or focus Return on desktop, or press and hold it on mobile web. The timestamp stays in the tooltip instead of adding a line to every strategy row. Opening or refreshing a cached curve does not make that observation newer. The tooltip also has the performance snapshot's own As of (UTC) time, which can precede newer chart points. A missing performance timestamp remains unavailable. These timestamps do not promise current prices or restart a strategy.

Opening the chart loads saved history. New confirmed fills and completed price bars update it. Later confirmations or corrected prices can revise earlier points. Percentage returns exclude recorded capital transfers; returning funds when a deployment closes is not a trading loss. Older deployments can need an initial background recovery before their full history appears.

Waiting for equity history means there are not yet enough valuations. For rows with performance data, an extra warning line appears only when the backend reports History catching up or History update retrying. These mean the last saved data may precede the latest activity. There is no persistent price-freshness caption under the row; inspect the tooltip for the recorded observation time. An older timestamp alone does not trigger this warning. Check the tooltip's timestamp and orders. While the web app is visible and online, it automatically requests the saved server snapshot after about a minute without an equity snapshot, and requests complete history if a live update cannot be applied. This can recover updates missed by the connection; it cannot create missing market prices or make an old valuation current. Report persistently stale history through Help, with the strategy and last displayed time. Reloading the page does not run a new backtest or restart the strategy.

For tracked deployments with recorded accounting and position marks, the Deployed list, your profile's deployed rows, strategy details and Terminal can re-price open positions between bar closes. Strategy rows show Return as a percentage, including fresh streamed quotes when available. There is no small Live badge beside the number; the timestamp tooltip explains whether the current estimate includes quotes. They are provisional estimates; charts, observation timestamps, risk metrics and win-rate statistics keep their recorded values. Trades counts filled buy/sell orders, including entries and exits; pending and canceled orders do not count. Win rate remains based on completed positions. Quotes expire after 15 seconds without an update and clear when the connection, account or saved metric snapshot changes; the view then uses the recorded values until a fresh quote arrives. An empty holding snapshot removes the live estimate. A historical selection uses its historical metrics.

The same stored history is used on desktop and mobile web. Explore shows another author's percentage history without their capital or position sizes. These statements describe the durable-history release; older pre-accounting deployments can use the compatibility history path. Updated native clients use the same canonical return and completed-position definitions, with fresh quote estimates disclosed in the detail information; installed builds can differ until updated.

Check the token, account, operating mode and timestamp before comparing values. A historical backtest, a paper ledger and a live wallet describe different state and need not update together.

Portfolio equity, allocation and P&L remain useful for on-chain strategies. A notification is an event record, not proof of a confirmed network transaction. Inspect the relevant transaction or account detail when live activity is involved.

Layout and data

Adding or removing a widget changes the view; it does not itself stop a strategy, liquidate positions or revoke permissions. Use the appropriate strategy and wallet controls for those actions.

If a view is unavailable, check account access, selected source and data freshness. Brokerage onboarding is not part of the current public workflow; legacy connections can be discussed with support.

See Strategies, Orders, and Watchlist data.