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Tutorial 09 · 4 min
How to use the dashboard effectively
The Dashboard is your home base. It analyses your watchlist (or popular stocks) and surfaces the seasonal opportunities that are about to begin — grouped by how soon they start.
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- 1Countdown — how soon the pattern starts.
- 2The stock symbol from your watchlist.
- 3Average return for the window.
- 4Win-rate bar and quality rating.
Real-world example
With AAPL, MSFT and TSLA on your watchlist, the Dashboard shows their upcoming patterns grouped into Starting Today, This Week, and Coming Up — each with a rating and win-rate bar.
Step-by-step
- 1Add stocks to your watchlist so the Dashboard can personalise to them (or switch to ‘Popular’).
- 2Pick a look-ahead range: Next 7 / 20 / 30 days.
- 3Set your criteria: Min Return and Min Win Rate.
- 4Scan the grouped opportunities; each row shows entry/exit dates, return, win rate, rating, σ, and ‘This Year’.
- 5Click any row to open the full pattern detail.
What to expect & how to read it
A prioritised, scannable list of timely opportunities — the soonest and strongest at the top — so you never miss a seasonal window.
Common mistakes to avoid
- ✕ Leaving the watchlist empty and wondering why it shows generic stocks — add your picks first.
- ✕ Setting the look-ahead too short and missing patterns a few weeks out.
Tips for beginners
- ✓ Check the Dashboard a couple of times a week — patterns move into ‘Starting Today’ as their date approaches.
- ✓ Use the Bullish/Bearish filter to focus on the direction you trade.