The AM Dashboard is designed to provide Account Managers (AMs) with a centralized and intuitive space to manage all open positions effectively. It is divided into two main sections to ensure a streamlined workflow:
Equity: Aggregated data from all accounts, displayed at the top of the screen.
Client Management: A detailed list of individual clients and their specific stats in the lower part of the screen.
Dashboard Overview
Main Features
Aggregated uPnL and Equity
A circle diagram provides a visual representation of:
Used margin vs free margin (Futures markets).
Asset allocation (Spot markets).
An equity chart displays equity fluctuations over time.
PnL includes both unrealized (uPnL) and realized (rPnL) profits across all accounts.
Equity summarizes the total equity for all accounts under management.
Dashboard Tabs
Overview: Displays cumulative and client-specific statistics.
DCA Bots: Identical to the current DCA Bots tab in 3Commas production.
Trades: Combines data from DCA deals and SmartTrades for comprehensive monitoring.
Client Management
Columns:
Client: Name/Tag of the client.
Exchanges: Displays exchanges with open positions or connected accounts.
Positions: Lists open position pairs.
Position Value: Calculated as Lot size × Market price.
uPnL: Unrealized profits for the client
ROI: The profit expressed as a percentage of the initial investment.
Equity: Total equity across all accounts for the client.
Free Funds: Remaining margin available for trading.
Sorting and Filtering:
Sort any column.
Filter by exchange, positions, or a combination of both.
Filters dynamically adjust based on available data (e.g., show only pairs with open positions on the selected exchange).
Client List
The client list includes all clients connected to the AM. Clicking a client’s name opens a detailed Client Card with two tabs:
DCA Bots: Pre-filtered for the selected client.
Trades: Combines DCA deals and SmartTrades for single-trade monitoring and management.
Client Card Features
DCA Bots Tab
Functions like the DCA Bots tab in the 3Commas Control Panel but pre-filtered for the specific client.
Sorting and grouping are available.
Trades Tab
Displays both DCA deals and SmartTrades.
Allows AMs to manage individual trades.
Trading Operations
Use the launcher to interact with positions:
Select one or more positions to activate the launcher.
Perform actions like editing or closing positions.
Trading Operations Flow
Start New Trade
Accessible via a button in the header.
Opens a modal to select either DCA Bot or SmartTrade creation forms.
Redirects for Instruments
Clicking an instrument in the Client Card redirects AMs to the relevant trading section (e.g., DCA or SmartTrade) with preloaded account credentials and pair details.
Post-Operation Navigation
After completing operations, AMs are redirected back to the respective tab in the Client Card:
For SmartTrades, return to the Trades tab with the last modified trade at the top.
For DCA Bots, return to the DCA Bots tab with the last modified bot at the top.