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3.x
3.x
  • Welcome
  • Getting Started
    • What is Haas Trade Server?
    • System Requirements
    • Installation
      • Windows
      • Linux
        • Downgrading Mono
      • MacOS
    • Configuration
      • License Key
        • Upgrading Your License
      • Price Drivers & Accounts
      • Exchanges
        • Binance
        • Binance USDT Futures
        • Binance COIN Futures
        • Binance US
        • Bitfinex
        • BitMEX
        • Bitpanda Pro
        • Bitstamp
        • Bittrex
        • Bybit
        • (Unsupported) C-Cex
        • Cex.IO
        • (Unsupported) CobinHood
        • Coinbase PRO
        • Deribit
        • (Unsupported) FTX
        • Gemini
        • HitBTC
        • Huobi
        • Ionomy
        • Kraken
        • Kraken Futures
        • KuCoin
        • (Unsupported) NovaExchange
        • OKCoin
        • OKEX
        • OKEX-Futures
        • OKEX-Swap
        • Poloniex
        • Scripted Driver
    • Updating HTS
      • Stable Update
      • Beta Update
    • Apps
      • Discord
      • Telegram
    • Security
      • Two-factor Authentication (2FA)
    • Troubleshooting
      • Frequently Asked Questions
      • Two-factor Authentication (2FA)
      • Debugging & Logs
      • Exchange API
      • Invalid License
      • Lost Login Credentials
      • Orders Being Rejected
      • Unresponsive HTS UI
      • Using Safe Mode
    • Tips & Tricks
      • Keyboard Shortcuts
      • Migrating Your HTS
      • Never Logout
      • Reactivate Bots on Startup
      • Used Symbols
  • Trade Bots
    • Getting Started
    • General Settings
    • Trade Settings
    • Bot Charts
    • Indicators
      • Candlestick Patterns
        • Advance Block
        • Belt Hold
          • Belt Hold Bearish
          • Belt Hold Bullish
        • Break Away
          • Breakaway Bearish
          • Breakaway Bullish
        • Closing Marubozu
        • Concealing Baby Swallow
        • Counter Attack
          • Counter Attack Bullish
          • Counter Attack Bearish
        • Doji
        • Doji Star
        • Dragon Fly Doji
        • Engulfing Bearish
        • Engulfing Bullish
        • Gap Side-by-Side White Lines
        • Gravestone Doji
        • Hammer
        • Hanging Man
        • Harami
          • Harami Bearish
          • Harami Bullish
        • Harami Cross
          • Harami Cross Bearish
          • Harami Cross Bullish
        • High Wave
        • Hikkake
          • Hikkake Bearish
          • Hikkake Bullish
        • Homing Pigeon
        • Identical Three Crows
        • In Neck
        • Inverted Hammer
        • Kicking Bearish
        • Kicking Bullish
        • Ladder Bottom
        • Long Legged Doji
        • Long Line
        • Matching Low
        • Marubozu
          • Marubozu Bearish
          • Marubozu Bullish
        • On Neck
        • Rickshaw Man
        • Rise Fall Three Methods
        • Separating Lines
        • Shooting Star
        • Short Line
        • Simple Double Down Candle
        • Simple Double Up Candle
        • Simple Down Candle
        • Simple Up Candle
        • Spinning Top
        • Stalled Pattern
        • Stick Sandwich Down
        • Stick Sandwich Up
        • Tasuki Gap
        • Three Black Crows
        • Three Inside Down
        • Three Inside Up
        • Three Line Strike
          • Three Line Strike Bearish
          • Three Line Strike Bullish
        • Three Outside Down
        • Three Outside Up
        • Three Stars in North
        • Three Stars in South
        • Three White Soldiers
        • Tristar
        • Thrusting
        • Two Crows
      • Aroon
      • Aroon Oscillator
      • Awesome Oscillator
      • Balance of Power (BOP)
      • Blind Indicator
      • Bollinger Bands
      • Bollinger Bands %B
      • Bollinger Bands %W
      • Commodity Channel Index (CCI)
      • Chande Momentum Oscillator (CMO)
      • Connors RSI (CRSI)
      • Coppock Curve
      • Detrended Price Oscillator (DPO)
      • Donchian Channels
      • Double Exponential Moving Average (DEMA)
      • Dynamic Buy/Sell
      • Elliot Wave Prediction
      • Exponential Moving Average (EMA)
      • Fast RSI
      • Fibonacci Retracements
      • Fixed Buy/Sell
      • Fractals
      • Ichi Clouds
      • Kaufmans Adaptive Moving Average (KAMA)
      • Keltner Channels
      • Momentum
      • Money Flow Index
      • Moving Average Convergence Divergence (MACD)
      • Parabolic SAR
      • Percentage Price Oscillator
      • Rate Of Change (ROC)
      • Rate Of Change Percent (Alternative) (ROC)
      • Regression Slope Cross
      • Relative Strength Index (RSI)
      • Script Indicator (C#)
      • Simple Moving Average (SMA)
      • Slow RSI
      • Small Fractals
      • Stochastic Oscillator
      • StochRSI
      • Stochastic^2
      • Timed Blind Indicator
      • Tom Demark Sequential (TD)
      • Triangular Moving Average (TRIMA)
      • Triple Exponential Average (TRIX)
      • Triple Exponential Moving Average (TEMA)
      • Ultimate Oscillator
      • Weighted Moving Average (WMA)
      • Williams %R
    • Safeties
      • Stop Loss
        • Stop Loss
        • Stop Loss (Fixed)
        • Stop Loss (Dynamic)
        • Stop Loss (Trailing)
        • Close position below % loss
      • Take Profit
        • Take Profit
        • Take Profit (Fixed)
        • Take Profit (Dynamic)
        • Close position above x% profit
      • Roof-In
        • Roof-In
        • Roof-In (Fixed)
        • Roof-In (Dynamic)
        • Roof-In (Trailing)
      • Disable Bot
        • Deactivate bot after buy
        • Deactivate bot after sell
        • Deactivate after X Minutes
        • Deactivate after X Idle Trades
        • Deactivate After X Trades
      • Others
        • Close Before Settlement
        • Force Bot to stay Bought/Long
        • Force Bot to Stay Sold/Short
        • Price Dump
        • Price Pump
        • Reset last buy price
        • Reset last sell price
        • Trade On Trend Lines
      • Script
        • Script Safety (C#)
    • Insurances
      • Fee
        • Overcome Double The Fee Costs
        • Overcome Fee Costs
      • Script
        • Script Insurance (C#)
      • Others
        • Wait after order
      • Price
        • Never Buy Higher
        • Never Sell Lower
        • Absolute Price Change
        • Percentage Price Change
      • Profit/Loss
        • Be Profitable In X Trades
        • Disable on Losses
        • Stay Profitable
      • Trend
        • Trade Only Sideways
        • Trade Only Trending
  • Custom Bots
    • Accumulation Bot
    • Advanced Index Bot
    • C# Script Bot
    • Crypto Index Bot
    • Email Bot
      • Email provider guide
      • Tradingview alert guide
      • Troubleshooting
    • Flash Crash Bot
      • Setup guide
      • Profit calculation
      • Price spread examples
      • Full screen mode
      • Follow the trend
      • Deactivation safety
      • Order management
      • Amount calculator
    • Intelli Alice Bot
    • Inter-Exchange Arbitrage Bot
    • MadHatter Bot
      • Setup Guide
      • Full screen mode
    • Market Making Bot
    • Order Bot
      • Full screen mode
      • Template Manager
    • Ping Pong Bot
    • Scalper Bot
      • Replicating the Scalper Bot in a Trade Bot
    • Trend Lines Bot
    • Zone Recovery Bot
  • Bot Tools
    • Backtesting & Paper Trading
    • Bot Dashboard
    • Bot List
    • Bot Performance Analyzer
    • Haas Labs
  • Bot Extensions
    • Deactivate After Order
    • Deactivate On Safety
    • Flash Crash Bot Manager
    • Manage Bots On Email Alarm
    • Manage Bots On Price Alarm
    • Manage Bots On Indicator
    • Order Persistence
    • Panic Move
    • Trailing Stop
  • Asset Management
    • Portfolio
      • Settings
      • History Synchronisation
      • Dashboard
      • Asset Information
      • Asset Location
      • Asset Trends
      • Trade Profit
      • Trade Volume
      • Trade Frequency
      • Balance Per Day
      • Trade History
      • Deposit & Withdrawal History
      • Position History
    • External Wallet
  • Other Features
    • Advanced Orders
      • Stop Loss
      • Take Profit
      • Trailing Stop
    • Dashboard
      • Alarms
      • Bots Related
      • Bulk Widgets
      • Account Related
      • Calculators
      • Charts
      • Clocks
      • News & Media
      • Order book & Trades
      • Portfolio
      • Tickers
    • Indicator Scanner
    • Manual Trading
    • Marketview
    • Market Compare
    • Order Templates
    • Technical Analysis
  • Changelog
    • Stable Release
    • Beta Release
  • Other Resources
    • YouTube
    • Guides & Tutorials
    • Questions & Answers
    • Community Projects
  • Need Help?
    • Ask on Discord
    • Submit support ticket
Powered by GitBook
On this page
  • Account Statistics
  • Account Balance Chart
  • Account Distribution
  • Balance per Day
  • Balance Chart
  • Balance Table
  • Asset Information
  • Asset Location
  • Asset Trend
  • Trade Profit
  • Profit Statistics
  • Profit Per Market
  • Trade Volume
  • Volume Statistics
  • Volume Chart
  • Volume Table
  • Trade Frequency
  • Frequency Statistics
  • Frequency Chart
  • Trades per Market
  • Trades Per month

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  1. Other Features
  2. Dashboard

Portfolio

Create your custom dashboard with information about your portfolio.

PreviousOrder book & TradesNextTickers

Last updated 6 years ago

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Account Statistics

Displays some basic account statistics.

Account Balance Chart

Displays a simple line graph of your account (or wallet) balance over time.

Account Distribution

The distribution widget will display a pie chart of Wallet funds.

Balance per Day

Balance Chart

Displays a simple line graph showing your balance over time.

Balance Table

A table view is also available if the line graph doesn't suit your needs.

Asset Information

Provides a table view of your assets with useful information such as current price, Profit/Loss, etc.

Asset Location

The asset location view is meant to give some basic information about your assets. The "In Order" column will display the amount that is currently tied up in an open order.

Asset Trend

This table view provides a quick way to see how your assets have been performing over some common time intervals. If you have a sizable portfolio, this table will be a valuable time saver for analyzing the performance of all your assets.

Trade Profit

Profit Statistics

Displays basic trade metrics. Simply select the exchange and currency.

Profit Per Market

Creates a table view of your assets based on the market currency you select.

Trade Volume

Volume Statistics

Shows basic volume information about the exchange account selected.

Volume Chart

Shows a simple line graph of volume information, for the selected assets, in the selected exchange account.

Volume Table

A nice table view of asset volume information.

Trade Frequency

Frequency Statistics

Displays basic trade frequency information.

Frequency Chart

Shows a nice bar chart of trade frequency for the account selected.

Trades per Market

Displays how many trades were executed for each market on the selected exchange.

Trades Per month

Displays a table showing how many trades were executed per month.