Using the dashboard

The dashboard is where you build and manage everything by hand. The menu on the left switches between areas. The main panel shows the one you picked. It opens on Chat.

Down the left

If you use Atlas Studio (a computer is linked, or you are in Studio's Cloud mode), Local comes after Chat, then Connect, and Setups is in More, until you arrange them yourself.

On a phone the first three buttons and More sit along the bottom of the screen. Recents, your widgets and your name are in the side panel behind the button at the top left. It covers the whole screen; swipe left anywhere on it, or press its X, to put it away.

Widgets

Under Recents, the + beside Widgets asks what you want to see: My trades, Signals, Alerts or A workflow, then all of them or just one (one workflow, one signal group, one alert, one trade or one play). Each widget is drawn live: a trade shows where it is between its stop and its next target, an alert what it saw the last time it went off, a workflow when it runs next and its last message.

The buttons on a widget are the dashboard's own: Take profit and Close on your own trade, Close all on one you follow, Run now on a workflow. Each asks before it does anything. Pressing an alert or a play opens it as a page of its own.

You can have up to 20. Press and hold one (or right click) for Change, Arrange and Remove. Arrange lists your widgets: drag one by its handle to where you want it (or use the arrow keys), and Back to how it came puts the newest on top again. The order you give them stays; a widget you add later goes under them. Your widgets are saved to your account, so they are the same on every device and in the phone apps.

Make the menu yours

Press and hold (or right click) almost anything, such as a tab, a workflow, a trigger, an alert, a folder, a signal group or a project, and choose Add to panel. It becomes a button in the menu, with the icon of what it opens; the round button before its name picks another icon (search by name or by what it means). Hold a button for Name and icon to change either later.

What a button opens is a page of its own: a workflow, a signal group or one alert, with its own buttons and a Refresh, and nothing of the list it came from.

The menu shows the first three and the rest are under More. More → Arrange lets you put the buttons in the order you want and pick the page the dashboard opens on. The menu is saved to your account, so it is the same on every device.

Tabs in your order

Every row of tabs (Setups, Signals, Profile, Connect, a project's tabs, and the rest) can be put in the order you like: drag a tab to its place, or hold it (or right click) for Arrange, where Move to More takes a tab off the row and Back to how it came undoes it all. The first tab is the one that screen opens on. A More shows at the end of a row only when something is in it. The order is saved to your account.

Getting back

To go back to a list, press the tab you are on again. Pressing Workflows while reading a workflow (or its Performance, a version, a folder or its Files) brings back the list of workflows; the same goes for Triggers, Alerts, Signals, Local and Marketplace. So the pages that only show something have no Back button. Forms keep theirs, so nothing you typed is thrown away.

Inside Setups

Performance is not a tab of its own. It opens from the Performance button on any trading workflow.

When it updates

• Workflows update on their own: every few seconds while one is running, and about three times a minute otherwise.
• Signals update on their own while the market is open and a play is live.
• Performance, Marketplace, Strategies, Alerts and Connect load once when you open them. Click Refresh to load them again.