> For the complete documentation index, see [llms.txt](https://guida-2.gitbook.io/guida-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guida-2.gitbook.io/guida-docs/features/dashboard.md).

# Portfolio Dashboard

The dashboard is your command center. It gives you a single, clear view of everything Guida is doing on your behalf — so you always know exactly where you stand and what your strategies are up to.

## What it shows

* **Open positions** — everything your strategies are currently holding, with live values.
* **Profit and loss** — real-time P\&L, both per position and across your whole portfolio.
* **Active strategies** — which strategies are running, paused, or stopped, and how each is performing.
* **Trade history** — a complete, timestamped record of every action Guida has taken, and the trigger that caused it.

## Why it matters

Automation should make you *more* informed, not less. A common fear about "letting a bot trade" is losing sight of what's happening. The dashboard is Guida's answer: total transparency. Nothing your agent does is hidden. Every trade has a visible cause, every position a visible value, every strategy a visible status.

## Designed for clarity

* **See the whole picture at a glance.** Your total portfolio value and overall P\&L are front and center.
* **Drill into any strategy.** Understand not just *what* happened but *why* — which rule fired, and when.
* **Spot what needs attention.** Quickly identify strategies that are drifting from expectations or worth reviewing.

## From insight to action

The dashboard isn't just a mirror — it's a control surface. From it you can:

* **Pause** a strategy that you want to temporarily hold.
* **Adjust** a strategy's rules or limits.
* **Stop** a strategy entirely.
* **Review** history to inform your next iteration.

Good monitoring is part of good strategy. The dashboard is built to make checking in quick, so supervising your portfolio is a glance, not a chore.

***

**Related:** [Going Live](/guida-docs/getting-started/going-live.md) · [Risk Controls](/guida-docs/features/risk-controls.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://guida-2.gitbook.io/guida-docs/features/dashboard.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
