Accounts & equity
Connected account values and balances stay scoped to their source.
Features / Dashboard & Portfolio
ReleasedDashboard & Portfolio for cross-account control.
Bring balances, positions, PnL, active bots, AI credits and relevant risk signals into one surface without hiding partial failures.
AI assists. You decide.Capabilities
The overview keeps its evidence.
Positions & PnL
Open exposure, entry context and outcomes remain visible together.
Bots & AI credits
Active automation and remaining model-powered usage appear with current state.
Risk & data health
Alerts, freshness and provider degradation remain part of the view.
How it works
Cross-account does not mean context-free.
The Desk reads each connected source independently, normalizes the result and combines it without removing account identity or health context.
Read
Request balances, positions, bots and relevant notices per account.
Normalize
Present comparable values without rewriting their source identity.
Combine
Build portfolio exposure and performance views across successful reads.
Explain health
Mark partial, stale or unavailable inputs beside the affected data.
Safeguards
Degraded is not empty.
A failed venue read remains visible as a degraded state, not an empty account or a zero balance.
Account scope
Every value remains bound to the correct account and workspace.
Partial failure
One unavailable source does not erase healthy account data.
Critical absence
Missing state can restrict value-moving actions instead of implying safety.
Availability
Released as a control surface.
Dashboard and portfolio views are released, while the actions reached from them retain their own permissions and rollout boundaries.
Read-only first
Visibility is established before write access.
Source-specific health
Availability can still differ by connected venue.
Traceable context
Relevant state transitions and decisions remain reviewable.
Evaluation guide
Evaluate portfolio context before acting.
The surface is designed to answer practical account questions without presenting incomplete data as certainty.
Source coverage
Confirm which connected accounts returned current balances, positions and orders, and which source is delayed, unavailable or only partly represented.
Exposure review
Compare open positions, direction, entry context and PnL while retaining the account and venue responsible for each value.
Operational state
Review active bot status, AI Credit usage and relevant notices without treating those indicators as authority to place or change an order.
Decision boundary
Use the combined view to identify what needs attention, then continue to the appropriate feature where its own permissions and safeguards apply.
Connected workflow