Interface reference
Index of captured pages and component-level detail pages.
Dashboard details
Full-page and component-level visual documentation for Dashboard.
Main interface areas
| Area | What users do | Typical checks |
|---|---|---|
| Sign in | Authenticate and enter the terminal workspace. | Confirm user, language, time zone, and session context. |
| Account selector | Choose the account before reviewing balances or placing orders. | Verify account, group, permissions, and selected workspace. |
| Market view | Search symbols, review watchlists, and inspect depth or chart context. | Confirm symbol, market state, spread, depth, and recent trading activity. |
| Order ticket | Enter symbol, side, price, quantity, and order type before submitting. | Check buying power, price limits, quantity, and order mode. |
| Order management | Track live orders, child fills, latency, and status changes. | Compare order detail, fill progress, and operational alerts. |
| Portfolio view | Review positions, exposure, P&L, allocation, and concentration. | Validate selected account, valuation time, and risk concentration. |
| Operation and System | Manage accounts, rules, approvals, users, audit, and latency views. | Check filters, selected records, service health, and audit trail context. |
Standard operating sequence
Sign in and verify context
Start from the login screen, complete authentication, then confirm the selected language, time zone, user context, and workspace.
Choose the account
Select the trading account before opening the order ticket or reviewing account-specific records.
Review the market context
Review watchlists, symbol search, price depth, and charts to verify the instrument before preparing an order.
Submit and monitor orders
Place the order from the ticket or drawer, then monitor order status, fills, latency, and notifications.
Order ticket checklist
| Field | Check before submitting |
|---|---|
| Account | The selected account matches the intended trading account. |
| Symbol | The symbol exists in the market view and matches the instrument the user expects. |
| Side | Buy or sell direction is correct. |
| Price | Price follows the product tick size and the user’s trading intent. |
| Quantity | Quantity matches account limits, product rules, and order type constraints. |
| Order type | Normal, stop, or bracket order mode matches the intended strategy. |
Troubleshooting from the interface
| Symptom | First check |
|---|---|
| Login fails | Confirm credentials, selected environment, and current session state. |
| Account data is missing | Refresh the account selector and verify the user has account permissions. |
| Symbol cannot be found | Search again with the expected exchange symbol and confirm the market group. |
| Order submission fails | Compare the UI input with the visible validation message and order summary. |
| Order status is stale | Refresh the order blotter and confirm streaming or service health indicators. |
| Audit context is unclear | Open the selected record detail panel and verify filters, time range, and request id. |