Chapter 10 - Trading Dashboard & APM
Trading Dashboard Overview & APM
Last Updated: November 6, 2026Start here for the Trading Dashboard and Autonomous Portfolio Management. Follow eight focused guides with annotated screenshots covering accounts, funding, order settings, and broker reconciliation.
Connect Accounts to the Trading Dashboard
Last Updated: November 6, 2026Connect paper, live, or unconnected accounts; follow the Interactive Brokers checklist; match ports; and choose manual confirmation or automatic order transmission.
Monitor Account Value and Allocation
Last Updated: November 6, 2026Read account balances, strategy values, allocation colors, performance previews, connection status, and the APM plan indicator.
Add Strategies and Inspect Positions
Last Updated: November 6, 2026Find Add strategy, open strategy configuration and details, read data messages, inspect holdings, and use the Manage controls.
Manage Strategy Funding and Rebalancing
Last Updated: November 6, 2026Set an account-percentage target or change strategy funding manually, review cash history, and understand when auto-rebalancing takes place.
Configure Trading Order Settings
Last Updated: November 6, 2026Understand global, account, and strategy setting inheritance; entry and exit order choices; relative orders; and settings that apply immediately.
Review Orders and Reconcile Broker Positions
Last Updated: November 6, 2026Read completed and canceled orders, quantities and fill details, then compare broker positions with Portfolio Boss strategy assignments.
Reset, Stop Trading, and Remove a Strategy
Last Updated: November 6, 2026Identify the Reset and stop/remove controls, follow the position-closing instructions, and verify remaining broker holdings before considering the workflow complete.
