Dashboard
Fund performance overview & portfolio summary
Portfolio Allocation
Recent Closed Trades
| Symbol | Direction | Entry | Exit | P&L | Return | Strategy | Regime | Date |
|---|
Fund Performance
All fund metrics, returns, and risk statistics
Fund Performance Summary
| Fund | AUM | Gross Return | Net Return | Sharpe | Sortino | Max DD | Trades | Open | Leverage | Regime |
|---|
Portfolio Analysis
Asset allocation, sector and geographic breakdown
Asset Class Allocation
Sector Breakdown
Positions
| Ticker | Fund | Class | Direction | Qty | Entry | Current | Market Value | Unrealised P&L | Weight |
|---|
Trade History
Searchable log of all closed trades
All Trades
| Date | Symbol | Direction | Strategy | Entry | Exit | Qty | P&L | Return | Status | Regime |
|---|
Settings
Profile and notification preferences
Profile
Security
MFA is managed via COCOON.FIN. Contact your administrator for changes.
AI Trading Dashboard
Demo portfolio performance overview
Risk Tolerance Settings
Configure your risk appetite and trading preferences
Risk Profile
Conservative
Moderate
Aggressive
Custom
Maximum Drawdown Tolerance
5%
Target Return per Day
3%
Leverage Preference
1×
2×
3×
4×
5×
Asset Class Preferences
Market Preferences
Portfolio Monitor
Real-time positions and P&L across demo portfolios
Live Positions
| Ticker | Fund | Class | Direction | Qty | Entry | Current | Unrealised P&L | Leverage |
|---|
Performance Analytics
Returns analysis across demo portfolios
Equity Curve
Performance Breakdown by Fund
| Fund | Starting Capital | Current Equity | P&L | Return | Win Rate Target | Max DD Target | Actual DD | Leverage |
|---|
Currency Settings
Base currency and approved trading currencies
Base Currency
Approved Trading Currencies
Trade Log
All executed trades with strategy abstractions
SaaS Demo Trades
| Date | Symbol | Direction | Strategy | Entry | Exit | Qty | P&L | Return | Status | Regime |
|---|