Morning Brief

Dashboard

Start the session knowing what needs you.

Included with Pro (and during your trial)

Why it matters

Your dashboard opens on a Morning Brief — open-book metrics and Defend / Manage / On-the-radar queues so you spend less time hunting and more time managing.

  • Live-book snapshot: open positions, month P/L, and closed trades
  • Attention columns for trades that need defense or active management
  • Pinned reports open as Dashboard tabs with the full report view

Ready to journal with clarity?