Invested Strategies
The Strategies tab on Dashboard is where you manage live allocations.
Table columns
Section titled “Table columns”| Column | Description |
|---|---|
| Strategy | Name (opens the editor) |
| Value | Current managed equity for that strategy |
| Allocation | Share of total managed portfolio |
| Today’s change | Session P&L for the strategy |
| Return | Cumulative return over the selected range |
A filter label such as “3 of 5 strategies” reflects your search filter, not a separate portfolio metric.
Actions
Section titled “Actions”From each strategy row you can:
- Manage capital - add or withdraw managed allocation
- Trade now - run the strategy immediately (when allowed)
- Dry run - preview orders without submitting
- Go to cash - sell positions; strategy stays active with cash inside it
- Hold until - pause rebalancing until a date (Hold Until)
- Skip trading - keep holdings unchanged for the next run
Related
Section titled “Related”- Invest and Deploy - first-time allocation
- Holdings - positions inside these strategies
- Hold Until - pause rebalancing