Dashboard Overview

Welcome to the Nexgent AI dashboard - your central hub for managing trading agents, monitoring performance, and controlling your automated trading strategy.

Dashboard Layout

The dashboard is organized into three main areas:

Overview of the dashboard structure showing sidebar, content area, and header

1. Sidebar Navigation

The left sidebar provides quick access to all major features:

Section	Features
Agent Activity	Performance Overview, Trading Signals, Transaction History
Agent Configuration	Profile & Strategy, Wallet management
Settings	General settings, Integrations
Resources	Documentation, API reference, changelog

Left sidebar with navigation menu, agent switcher, and create agent button

2. Main Content Area

The center panel displays the current page content:

Performance metrics and charts
Position tables
Configuration forms
Transaction history

3. Header Bar

The top header includes:

Feature	Description
Breadcrumb navigation	Shows your current location
Agent Switcher	Switch between different trading agents
Trading Mode Toggle	Switch between Simulation and Live modes
Currency Toggle	View values in SOL or USD

Top header with breadcrumbs, trading mode toggle, and currency toggle

Performance Overview

The Performance Overview page is your main dashboard - accessed by clicking "Performance Overview" in the sidebar. It provides a comprehensive view of your agent's activity.

Main performance overview page showing metrics, charts, and tables

Key Metrics Cards

At the top of the page, you'll see four key metric cards:

Metric	Description
Portfolio Balance	Current total balance (SOL or USD) - includes all open positions and available funds
Total Profit/Loss	Net profit or loss across all trades - green for profit, red for loss
Average Return	Average return percentage per trade - calculated from all closed positions
Win Rate	Percentage of profitable trades - based on closed positions only

Four metric cards showing portfolio balance, profit/loss, average return, and win rate

Balance History Chart

A visual chart showing your portfolio balance over time:

View	Description
24h View	Last 24 hours of balance changes
All Time View	Complete balance history since agent creation

The chart updates in real-time as your balance changes from trades, DCA purchases, or position closures.

Live Positions Table

A table showing all currently open positions:

Column	Description
Time	Position creation time
Token	Token symbol and name
Amount	Position size
Average Purchase Price	Average purchase price (SOL or USD based on preference)
Current Price	Current market price (SOL or USD based on preference)
Profit/Loss	Profit/loss amount (SOL or USD based on preference)
Change %	Percentage change from purchase price
Action	Manual close position button

Positions update automatically via WebSocket connection - no page refresh needed.

Table showing all open positions with token details, prices, profit/loss, and actions

Recent Trades Table

A table showing your most recent closed positions:

Column	Description
Time	Position closure time
Token	Token symbol
Amount	Position size
Average Purchase Price	Average purchase price (SOL or USD based on preference)
Sale Price	Sale price (SOL or USD based on preference)
Profit/Loss	Profit/loss amount (SOL or USD based on preference)
Change %	Percentage change from purchase to sale price
Closure Reason	How the position was closed (manual, stop loss, stale trade, etc.)

Table showing recently closed positions with entry/exit prices and profit/loss

Agent Quick Links

Four quick-action buttons for common tasks:

Button	Action
Trading Signals	Access signal management
Configure Wallet	Manage wallet settings
Transactions	View detailed transaction history
Integrations	Set up external services

Quick action buttons for common tasks and features

Navigation Features

Agent Switcher

Located in the sidebar header:

Click to see a dropdown of all your trading agents
Select an agent to switch the entire dashboard context
All metrics, positions, and data update to reflect the selected agent

You can create multiple agents with different strategies and switch between them easily.

Agent switcher dropdown showing available trading agents

Real-Time Updates

The dashboard uses WebSocket connections to provide real-time updates:

Feature	Update Type
Live Positions	Update automatically as prices change
Balance Changes	Portfolio balance updates instantly
New Positions	New positions appear immediately
Position Closures	Closed positions move to Recent Trades automatically
Connection Status	Shows connection indicator in the header

No page refresh needed - everything updates automatically!

Creating Your First Agent

If you haven't created an agent yet:

Click "Create new agent" button in the sidebar
Enter a name for your agent
Configure your trading strategy (stop loss, DCA, etc.)
Select simulation or live wallet
Click "Create"

Once created, your agent appears in the Agent Switcher dropdown.

See Creating Agents for detailed setup instructions.

Dashboard Tips

Quick Navigation

Method	Description
Sidebar icons	Fast navigation between pages
Agent Switcher	Manage multiple agents
Breadcrumbs	Navigate back to previous pages
Keyboard shortcuts	Use browser back/forward buttons

Common Questions

Why don't I see any positions?

If you don't see any positions:

Check your selected agent - Make sure you've selected the correct agent in the Agent Switcher
Check trading mode - Positions are filtered by Simulation/Live mode

Upgrading Creating Agents