Navigating TradeServer Cloud

When you log into TradeServer Cloud, you land on the main dashboard. This is your central hub for monitoring bots, positions, portfolio performance, and navigating to every other part of the platform.

The Main Dashboard

The dashboard is divided into several areas:

• A welcome banner with quick-action buttons to Create a Bot or review the Getting Started guide
• Three core widgets: Portfolio Growth, Bot Activity, and Bot Positions
• A Latest shared scripts table showing community contributions
• A community poll widget (top right)

Each widget has time-range toggles (D, W, M) and filters for live data.

Portfolio Growth Widget

Tracks your balance over time:

• Start Balance -- your balance at the beginning of the selected period
• Change -- absolute dollar change
• Change (%) -- percentage change
• End Balance -- your current balance

Bot Activity Widget

Shows bot trading metrics for the selected period:

• Placed orders -- total orders submitted
• Executed trades -- orders that filled
• Trade volume -- total dollar volume traded
• Fee costs -- cumulative exchange fees
• Realized profits -- profit from closed positions

Bot Positions Widget

Ranks your open positions by performance, showing your biggest gainers and biggest losers.

Latest Shared Scripts

A table of recently shared HaasScript community scripts with view, share, and download counts. This is a good place to discover scripts others have published.

The Sidebar Navigation

The left sidebar is your primary navigation. It collapses and expands sections with arrow toggles.

Section	Sub-items
Dashboards	Main dashboard view
Bots	Create Bot, Bot Management, Bot Templates, Bot Backtests
HaasScript	Web Editor, Backtest Lab, Backtest History, Manage Scripts, Manage Signals
Tools	Marketview, Market Intelligence, Exchange Profiler, Markets Explorer, News
Finance	Portfolio Management

Click any section header to expand or collapse its sub-items.

The Top-Right Menu

The hamburger icon in the top-right corner opens a dropdown with account-level options:

Menu Item	What it does
Exchange Accounts	Manage connected exchange API keys
Settings	Open the settings panel (General, Notifications, Security)
License information	View your current license tier and details
Change logs	Read platform update notes
Help	Access documentation and support
Restart First-Time Wizard	Re-run the initial setup wizard
Restart Product Tour	Replay the platform tour
Logout	Sign out of TradeServer Cloud

The Footer Bar

The bottom of the screen shows:

• Copyright notice -- Haasonline Technology Limited
• Price tickers -- real-time prices for your tracked markets
• Version number -- current platform build
• Date and time -- your local time