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Today View

The Today page is a calendar-style view of your deployed strategies and positions, designed for day-to-day monitoring.

Video tutorial​

Usage​

To access the Today view, click on the Today item in the navigation bar.

Use this page to:

  • Run your daily “what’s active / what’s coming up” review
  • Jump quickly from a calendar item → a position (open/closed) or build flow (upcoming)
  • Keep a split view of calendar + market chart on one screen

Page layout​

The Today page has two panes:

  • Top pane: the positions calendar (Day/Week/Month)
  • Bottom pane: a TradingView chart widget (defaults to S&P 500)

You can resize the split; the Portal saves the split size in your browser.

Todays View

Account filtering​

If you have multiple accounts, use the Accounts selector to control which accounts are shown in the calendar. This selection is saved in your browser and is also used by other account-filtered dashboards.

Calendar interactions​

  • Switch between Day / Week / Month views.
  • Hover an item to see a tooltip.
  • Click an item:
    • If the item represents a tracked position, it opens that position (/positions/{PositionId}).
    • Otherwise it opens the build flow for that strategy (/strategies/{StrategyId}/new-position).
  • Hold Ctrl (Windows/Linux) or Cmd (macOS) while clicking to open in a new tab.

Calendar colors​

  • Open positions:
    • Profit: light green
    • Loss: light red
  • Closed positions:
    • Closed in profit: dark green
    • Closed in loss: dark red
  • Upcoming entry windows (schedule-driven): blue

Timezone and “current time” marker​

  • Times are shown in US/Eastern (market time).
  • The red “current time” marker updates with ~30-minute resolution.

S&P 500 chart​

Below the position calendar, you'll find a real-time S&P 500 chart. This chart provides live market updates, helping you make informed decisions for your positions.

Todays Chart

Troubleshooting​