What the Dashboard Is For
The Copy Trading dashboard is your daily monitoring workspace. It shows you what the pilots you follow are doing, how they have been performing over time, and where to adjust your settings when your situation changes. Each tab has a specific role in your routine - some are for daily checks that take under a minute, others are for weekly reviews that inform decisions about who to keep following. Knowing what to look for in each tab, and when, is what turns the dashboard from a passive display into an active learning and monitoring tool.
Before you spend time in the dashboard, make sure you have completed the setup steps in Copy Trading Quick Start and evaluated any pilot you are considering following using the framework in Pilot Evaluation. The dashboard is most useful once you have at least one pilot followed and at least a few days of activity to review. Remember that copied trades involve real money and real risk, and a pilot's past results do not guarantee future performance.
When to Use Each Tab
The dashboard has five primary tabs: Overview, Activity Feed, and Performance are the three you will use most often. The Traders tab is for browsing and comparing pilots. The Settings tab is for configuration. The breakdown below covers each one and gives you a concrete routine for incorporating it into your trading day.
Overview Tab
The Overview tab is your starting point every session. It shows a summary of all pilots you are currently following - how many you follow, a condensed view of recent activity from each, and high-level trend lines for their performance. The refresh button at the top right pulls the latest data; hit it when you first open the tab so you are not reading a stale snapshot from a previous session.
What to Check Daily
Your Overview morning check should take under two minutes. Look for three things: any new activity since your last session (positions opened or closed while you were away), any notable trend shifts on the performance lines (a consistent upward trend that has started flattening is a reason to open the Performance tab and look more closely), and whether the number of followed pilots still matches what you expect. If you are on a Monthly or Yearly plan, you can follow one pilot. If you are on the Lifetime plan, you can follow multiple pilots. The Overview gives you the aggregate picture across all of them.
If the Overview shows no activity for several days from a pilot you expect to trade regularly, check the Activity Feed to confirm. It may mean the pilot is waiting for a specific setup - or it may mean something has changed in their pattern.
Activity Feed Tab
The Activity Feed is a chronological log of every trade action from pilots you follow. Each entry shows the ticker, direction (long or short), size relative to the pilot's normal activity, and timestamp. When mirroring is enabled, it also shows whether the corresponding mirrored position was opened in your account.
How to Read It as a Learning Tool
The Activity Feed is where the most practical learning happens, especially during the observation period before you enable mirroring. For each entry that appears, ask yourself three questions before reading any additional context the platform provides: What was happening in the market at that time? What did OptionFlow and DealerEdge show around that timestamp? Does this entry match what I would have expected from this pilot based on their stated style?
If you have real-time alerts enabled, you will see Activity Feed entries appear as they are created. If you use a daily digest, the entries will all be present when you sit down for your evening session. Either way, the goal is to compare the pilot's timing and direction against the data you were already reading. Over time, if the pilot is following signals you recognize, their entries will start to feel predictable. That predictability is a sign you understand their approach.
Patterns Worth Noting
Look for consistent timing patterns: does the pilot tend to enter in the first 30 minutes of the session, or after the first hour of noise settles? Do they typically close positions before the final hour? Do their entries cluster around specific times of day or specific market conditions? These behavioral patterns are part of the pilot's edge. Recognizing them helps you contextualize each entry rather than treating each one in isolation.
Also watch for breaks from pattern. If a pilot who always trades in the first hour starts entering positions at 2:30 PM, or if a swing trader suddenly closes all positions on day one instead of holding through the week, something has changed. That is worth noting in your own records and checking against the Performance tab.
Performance Tab
The Performance tab shows deeper history than the Overview summary. You will find performance curves and trend charts for each followed pilot, with enough granularity to see how their returns have developed week over week and month over month. This is the tab for your weekly review rather than your daily check.
What to Look For in Your Weekly Review
Spend about five minutes per followed pilot during your weekly Performance review. Focus on three questions: Is the overall trend still consistent with what you saw when you decided to follow this pilot? Has there been a drawdown recently, and if so, how does its size compare to the pilot's historical maximum drawdown? Is the recent period representative of their long-run style, or does it look like an outlier month in either direction?
A pilot who is performing at their historical average - returns in a typical range, drawdowns within the usual band - is doing what you followed them to do. A pilot who is running well ahead of their historical average may be in a favorable regime that will not last. A pilot who is running behind may be in a difficult stretch that could continue or resolve. Neither condition is automatically a reason to unfollow, but both are reasons to look more carefully at the Activity Feed and check whether their style has shifted.
Using Performance to Decide Who to Keep Following
The Monthly and Yearly plans allow one followed pilot at a time. If you need to switch to a different pilot, the Performance tab is where you build the case for the change. Look for a consistent underperformance period of at least three to four weeks - not just a bad week - combined with evidence of style drift in the Activity Feed. Short losing stretches are normal for any trader. Acting on one bad week means you will constantly be switching pilots rather than developing a deep understanding of any one approach.
Lifetime plan subscribers can follow multiple pilots simultaneously. The Performance tab makes it easier to compare pilots side by side and allocate attention toward the pilots who are performing most consistently in the current environment.
Traders Tab
The Traders tab is for browsing all pilots available on the platform, not just the ones you currently follow. Each pilot card shows their trading style, a performance summary, and their verification status. Click into any card to see the full profile before deciding whether to follow.
Use the Traders tab when you are considering switching pilots or adding a second pilot (Lifetime plan). Apply the full five-metric evaluation framework from Pilot Evaluation before making a decision based on what you see here. The cards are a starting screen, not a conclusion.
Settings Tab
The Settings tab is where you configure notification preferences, display options, position size caps, daily loss limits, and ticker or direction filters. Changes take effect immediately. You do not need to unfollow a pilot to adjust the settings that govern how their activity is mirrored or how you are notified about it.
Check the Settings tab whenever your account size changes materially, when you add or remove a brokerage connection, or when you decide to change from observation mode to active mirroring. A full walkthrough of each setting and recommended starting values is available in Copy Trading Quick Start.
Building a Sustainable Daily Routine
A consistent monitoring routine is what separates passive following from active learning. The routine below is designed to work across both observation mode and active mirroring. The time commitments are honest - skip any step that does not fit your schedule rather than rushing it.
Pre-Session (1-2 minutes)
Open the Overview tab and hit refresh. Check for any activity that occurred after the previous session closed. If a pilot opened or closed a position in after-hours or pre-market, note it and compare it against any overnight news or gap signals you are tracking for the open.
During the Session (As Needed)
If you have real-time alerts enabled, review each Activity Feed notification as it arrives by checking OptionFlow and DealerEdge around the same time the pilot's entry appeared. You are not trying to replicate their exact decision - you are building pattern recognition. Note one observation per entry: what was the flow showing, and does the pilot's move make sense in that context?
If you use a daily digest, save this review for your end-of-day session rather than trying to reconstruct intraday context from memory.
Post-Session (3-5 minutes)
Open the Activity Feed and scroll through the day's entries. For each position that closed in profit or loss, note the entry timing, the direction, and how it compared to your own read of the flow and GEX data at that time. Write two lines in a trading journal per pilot: what they did and what you learned from it. These notes compound into pattern recognition over weeks.
Weekly (10-15 minutes)
Open the Performance tab and run through your weekly review for each followed pilot using the questions above. Decide whether each pilot's status should stay the same, be watched more closely, or prompt a switch. Update your Settings if your account size or risk tolerance has shifted. If you are on a Monthly or Yearly plan, confirm that the one pilot you are following is still the right fit.
Common Mistakes
- Only checking the Overview and ignoring the Activity Feed. The Overview shows trends and summaries. The learning and the pattern recognition happen in the Activity Feed, where you see each trade in context. Make the Activity Feed a daily stop, not an afterthought.
- Running the weekly Performance review too infrequently. If you only review performance when something feels wrong, you are reacting rather than monitoring. A weekly check catches gradual drift early, before it becomes a reason to unfollow.
- Switching pilots too quickly after a losing week. One losing week is normal for any trader. The Performance tab will show you whether a difficult stretch is within the pilot's historical drawdown pattern. If it is, stay the course and gather more data before deciding to switch.
- Letting Settings drift out of sync with your account. If your account grows and you do not update your position size cap, the cap becomes proportionally smaller in absolute terms and may limit your copying below what you intend. Review Settings monthly or whenever your account size changes by more than 15-20%.
Related: Copy Trading Quick Start - Pilot Evaluation - Copy Trading Feature Overview