Using the dashboard
Workflows tab
The Workflows tab shows your helpers as cards. This is where you make and manage them.
Reading a card
Each card shows:
- The name and whether it is On (running) or Off (paused).
- What starts it: a schedule ("Runs on Mon at 9:40 in the morning") or an alert ("On alert: SPY king node").
- A daily limit bar ("Runs today 0/3") when a daily trade limit is set. It turns orange at the limit.
- A Subscribed tag if it is a copy of someone else's workflow.
Buttons on a card
| Button | What it does |
|---|---|
| Run now | Runs it right away. Running by hand does not count against the daily limit. |
| Pause / Activate | Stops or starts automatic runs. Turning it on resets today's count. |
| Performance | See the profit and loss. |
| Delete | Removes the workflow. |
| Discover & Import | Browse shared or ready made workflows and add a copy. |
| New workflow | Opens the workflow form. |
Open a card to see its history, why it made each choice, and a picture of its flow.