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Help center › Getting started

The dashboard

Your landing page: the accounts you can see, open orders, what waits for approval, compliance items and alerts.

At a glance

Where
Dashboard (/app)
Who
Everyone. What it shows depends on your role and permissions; a Trader can open it with Dashboard (they land on the blotter). Roles and permissions

Try it in the demo A private sandbox firm, no sign-up. Simulated data only.

On this page

The dashboard is the first page after you sign in (Traders land on the trade blotter and reach the dashboard from the Dashboard menu). It shows only what your role and account permissions allow.

The dashboard of a Portfolio Manager
The dashboard: summary boxes, the accounts you can see, recent orders, a plain-English box for the Intent Pipeline and what compliance needs to look at.

What is on it

  • Ask the Intent Pipeline and New order buttons (greyed when your role cannot use them).
  • Summary boxes: Accounts you can see, Their value (simulated), Open orders, Waiting for approval, Compliance items to review and AI assistance (available, or off for the firm). Each box with a View → link opens the list behind it, already filtered.
  • Accounts: value, cash %, drift from the model in points, and your permissions on each account.
  • Recent orders with their state; All orders opens the order list.
  • Ask in plain English: type a request such as "Rebalance growth accounts" and press Interpret to start it in the Intent Pipeline. Open Navigator asks a question instead.
  • Compliance items to review: orders the pre-trade check stopped and holdings that breach a rule after trading, marked Block or Warn.
  • Open alerts (Admin and Compliance): duplicate and stuck orders, surveillance hits.

By role

  • Viewer: sees only accounts granted view; the action buttons are greyed with the reason.
A Viewer's dashboard
A Viewer sees two accounts and no actions.
  • Trader: lands on the blotter; the dashboard shows the same boxes for the accounts they trade.
  • Compliance and Admin: see every account, with alerts.

Tips

  • The start-of-day banner ("Start of day not complete … Data as of …") means the morning data chain has not finished; see Start of day.
  • The values are at the latest simulated (or uploaded) closes.
  • Portfolio Center: accounts, holdings, drift and risk Every account you can see, valued at the latest closes, with holdings, drift from its model, risk, tax lots and activity.
  • Orders and the order list The life cycle of a (simulated) order, from proposed to filled, and the order list and order page where you act on it.
  • The compliance dashboard Unresolved violations by severity, kind and age; what waits for your sign-off; and the daily compliance brief.
  • The Intent Pipeline Type a request in plain English; Vestoris interprets it, checks entitlements, proposes trades, pre-checks compliance, and creates orders only on your click.
  • Navigator, the AI assistant Ask questions in plain language; Navigator answers only from what you may see, and can only suggest a request for the Intent Pipeline or a command.

Do it with the API

Every action on this screen can also be done by your own systems, under the same permissions. See Authentication to get a token.

Paper trading only: orders and fills in Vestoris are simulated. Nothing here is investment advice.