Using the App
The Web Dashboard
The web dashboard is the remote control for the Companion App. Create and control strategies, read your performance, and manage your account from any browser.
The Cloud Dashboard at dashboard.tradelabs.org is the remote control for your Companion App. Open it in any browser, on a phone, tablet, or a laptop that is not your trading machine, to create and edit strategies, start and stop them, and read your performance. Sign in with the account you created during registration.
The Main Dashboard: your account at a glance, from any browser.
Remote control
The Companion App on your Windows computer does the real work: it connects to your brokers, watches your signals, and places every trade. The dashboard controls that app and reviews its results. Both read and write the same shared cloud storage, so a change in one shows up in the other within seconds. There is no manual sync.
The Companion App must be running and connected for anything to trade. The dashboard can flip a strategy on or off remotely, but the app is what places orders. If the app is closed or offline, the dashboard shows a “Companion not connected” warning and the on/off switches are disabled until the app comes back. Strategies that were already active stay as they are.
While the app runs it sends a heartbeat to the cloud every few seconds. When a fresh heartbeat is arriving, the app reads as connected and your switches are live; when it stops (app closed, computer asleep, internet dropped), the dashboard flips to offline within a few seconds and locks the switches. The status updates on its own, so you never refresh.
Data flows both directions: strategy config and on/off state go dashboard → app, and trades, fills, and performance come back app → dashboard.
The dashboard works on desktop and mobile. A few dense pages (Trade History, the Strategy Builder) show a “best on desktop” note on small screens because they are built around wide tables and multi-column layouts.
Strategies from the web
The Strategies panel is the page you open most: it lists every strategy on your account, shows how each is doing, and lets you turn them on and off remotely. An aggregate bar at the top reads your whole account (strategies running out of total, combined P&L, total closed trades, average win rate). A toolbar below it offers search (by name, source, or ticker), filters (All, Active, Paused, Winning, Losing), sort (P&L, Name, Most recent, Trades, Win rate), and a list/grid view toggle.
The Strategies panel. Note the amber notice: toggles are disabled while your Companion App is offline.
Each row shows the strategy name with a colored source chip, its source/instrument/ticker/broker, its P&L, win rate, and closed trades, a Live or Paused pill, and an on/off toggle. A freshly created strategy shows a dash for P&L and win rate until it has one closed trade.
The on/off toggle starts and stops a strategy: On (Live) executes signals in real time while the app is connected, Off (Paused) records the strategy for analysis but never submits orders. When the app is offline the toggle is disabled and hovering it explains why. Flip it with the app online and the change is written to cloud storage and picked up within seconds.
- Create. New strategy opens a template gallery; pick a template to open the Strategy Builder pre-filled, or Start from scratch for a blank form.
- Edit. Click a row to open a details drawer with a Net P&L and win-rate hero, a Configuration card (source, instrument, direction, position size, entry, time in force, expiration, take profit, stop loss, trailing stop, ticker, broker), a Pause/Resume button and an on/off toggle (both respect the offline lock), an Edit strategy button, and a Danger zone to delete. Deleting is permanent but leaves your trade history intact.
- The builder is a three-column workspace: a section rail (the sections vary by instrument), a form panel, and a live preview with a plain-English summary of what the strategy will do. Templates are offered only while creating, never while editing, so a stray tap cannot wipe a saved strategy. Save is explicit, with a status line for unsaved changes and validation problems.
The Strategy Builder. The right column previews, in plain English, what the strategy will do.
Performance & PnL
Two read-only pages, both built entirely from your closed trades (open positions have no final result yet, so they do not count until they close). The first time you open them, TradeLabs indexes your history once with an “Indexing your trade history…” banner; later visits are instant.
The Strategy Performance page, built entirely from your closed trades.
The Main Dashboard is your at-a-glance scorecard: a large Net P&L number with range tabs (1D, 7D, 30D, YTD, ALL) that update every figure, a delta versus the prior period, closed-trade count, win rate, profit factor, a strategies count, and best/worst/average trade percentages. An equity curve plots running P&L across the range. Below, Top strategies ranks strategies by net P&L with contribution bars, Recent activity interleaves the latest fills and closed trades, and a P&L calendar and a P&L contribution strip round out the page.
The Strategy Performance page is the deeper view, with a strategy dropdown and range toggle. Its metrics:
| Metric | What it means |
|---|---|
| Net P&L | Total profit or loss in the window, with a delta versus the prior period. |
| Win rate | Share of closed trades that made money, with a W/L count (e.g. 12W · 8L). |
| Profit factor | Winner profit divided by loser loss. Above 1 means winners outweigh losers; 2+ is a strong edge. Shows ∞ with winners but no losers. |
| Avg R | Average result per trade as a percentage. Positive means the typical trade came out ahead. |
| Max drawdown | Largest drop from a peak in the window, in dollars, with the percentage from that peak. |
A stacked equity and drawdown chart shares one timeline (equity on top, drawdown below, marking the deepest trough). A sortable strategy ranking table lists every strategy that traded (Strategy, Net P&L, Closed, Win %, PF, Avg R), and a filterable trade history sits at the bottom.
Trade history
The Trade History page: every closed trade, filterable and exportable to CSV.
The Trade History page is the complete record of every trade your strategies have run. A trade tape scrolls recent closed fills like a terminal ticker (time, side, ticker, P&L; hover to pause), and a caption strip carries the window’s Net, Closed count, and Hit rate.
Filters split into two scopes, and the page reminds you which is which:
- Across all your trades: time range (1D, 7D, 30D, YTD, All time), strategy, and instrument type (Stocks, Options, Crypto, Spreads, Memecoins, Prediction).
- Only the loaded page: side (All/Long/Short), ticker search, and column sorting.
Columns are When, Ticker, Side (instrument-native: Long/Short for stocks, Calls/Puts for options, Yes/No for prediction), Strategy, Type, Entry → Exit, P&L %, P&L $, and Status. Sort by When, Ticker, P&L %, or P&L $. The table paginates with Earlier/Later. Export page (CSV) downloads the trades currently loaded (time, strategy, ticker, side, type, entry, exit, quantity, P&L %, P&L $, status), named with the date and page number; to export more, page through or widen your filters first.
Signal providers
The Signal Providers marketplace.
The Signal Providers page is a marketplace of operators who publish automated strategies. Category tabs filter by asset class (Options, Stocks, Crypto, Spreads, Memecoins, Congress, plus All), and search matches a provider’s name, creator, or topic. Each tile shows the provider’s image and name, creator, asset classes, brokers their strategies route through, a monthly price (or “Free”), and a free-trial badge when offered.
View strategies opens a modal listing each strategy with its name, broker, ticker, direction, and (when set) type and size. Providers are paid operators, so Subscribe on provider site opens their page in a new tab. Each strategy row has an Import button that copies the strategy into your account; it lands paused in your Strategies panel, where you set your channel, adjust size and risk, and turn it on. You must be subscribed to the provider and have their channel connected for the alerts to fire.
A provider’s strategy is a starting point, not a finished setup. Before you run one, set your own position size, pick a connected broker, and set stop-loss and take-profit levels that match your risk. Make sure the broker each strategy routes through is connected in your Companion App.
Upcoming splits (RSA+)
Upcoming Splits is RSA+ only. On other plans the page shows an upgrade prompt. See Account & billing to upgrade.
The Upcoming Splits calendar (RSA+), with the reverse-split price math worked out.
A live calendar of forward stock splits scheduled across U.S. exchanges, with the price math worked out for reverse-split arbitrage. A hero card surfaces the soonest split (ticker, company, a countdown and date, current → estimated post-split price, expected move percentage and per-share difference, and a buy/sell badge). Below, a strip of day cards groups splits by date, and a sortable table lists the full set with All/Buy/Sell chips, search, and refresh.
| Column | What it shows |
|---|---|
| Side | Buy or Sell |
| Ticker | The symbol |
| Company | The company name |
| Split date | When the split happens |
| Days out | Days until the split |
| Current | Current share price |
| Est. target | Estimated post-split price |
| Move | Expected percentage move |
A Sell row is a “collect now” instruction for a stock that has already rounded up, so it has no future date, target, or move; those cells read as a dash and Move shows a Collect tag.
This page only shows the opportunities. The buying and selling is done by an RSA strategy running in your Companion App across your connected brokers. See RSA+ Trading.
Account & billing
The User Profile page: your plan, license key, and account controls.
Everything about your account lives on the User Profile page (there is no separate Settings page in v2); Sign out is top-right. A trader card shows your avatar, name, email, and tier badge, plus a lifetime KPI strip (closed trades, net P&L, win rate, profit factor) and your license key (click to copy). Your license key is tied to your account; do not share it.
Membership shows your plan and status (Active, Trial, Inactive), renewal or expiry, a period progress bar, strategy usage against your plan cap, and your monthly price. Billing opens the Stripe customer portal to update payment, view invoices, or cancel. To change plans, go to License Upgrade:
| Plan | Price | Highlights |
|---|---|---|
| Copy Trading | $49.99 / month | Up to 20 strategies, all brokers, curated signal providers, auto-execution, premium order routing |
| RSA+ | $149.99 / month | Up to 60 strategies, all brokers plus RSA routing, multi-account fan-out, custom integrations, beta feature access |
Manage billing and Switch to … open the Stripe portal; your license binds automatically, with no key to paste.
Notifications. Connect links your Discord account (approve access in a new tab), which verifies your subscription and syncs your roles. Paste a Discord webhook URL into Trade alert webhook to receive alerts in your own channel, with Test, a Webhook enabled switch, Compact format, and Broker error alerts. Click Save to store changes.
Security shows how you sign in (Google, or email and password), when you joined, and your last sign-in; Send link emails a password-reset link for email accounts.
License and device. The License panel reveals your bound key, runs an activation checklist (license active, account linked, Discord linked), offers Download Companion, and Reset hardware binding. Your license is tied to one computer at a time; when you move to a new machine, click Reset hardware binding, confirm, then sign in on the new device.
The Danger zone holds three permanent resets, each confirmed before it runs: Reset trade history (deletes trades and their stats, keeps strategies), Reset strategies (deletes strategies, keeps history), and Reset entire account (erases everything, no recovery).