Monitoring
Once a strategy is deployed, My Strategies is your control centre. This page covers how to read it.
Four monitoring surfaces exist and they are easy to confuse. Only the first two are complete:
| Surface | Route | State |
|---|---|---|
| My Strategies (this page) | /my-strategies | The working portfolio and per-strategy view |
| Live Terminal | /live-terminal | Live order-flow and event stream |
| Portfolio dashboard | /dashboard | Archived placeholder, see Portfolio dashboard |
| Algo Execution Console | /algo-execution-console | Unwired shell, see Algo Execution Console |
Use My Strategies. The other two are documented so you know what you are looking at if you land on them.
Portfolio overview
The top of My Strategies shows four portfolio-level cards that aggregate all running strategies:
| Card | What it shows |
|---|---|
| Total Capital Deployed | Sum of all live allocations across all strategies |
| Total Portfolio P&L | Combined realised + unrealised gain/loss in base currency |
| Portfolio Risk | Combined margin used across all strategies |
| Active Strategies | Count of strategies currently in paper or live status |
Below the cards, your strategy list shows each strategy with its current P&L (today and total), status badge, and asset/timeframe.
Filtering strategies
Use the filter tabs to focus the list:
- All - every strategy regardless of status
- Live / Paper - active deployments only, by mode
- Paused - deployed but not accepting new entries
- Draft - created but never deployed
- Crypto / Stock - by asset class
The LIVE / PAPER toggle at the top switches the P&L figures between your live and paper deployments. They are tracked independently.
Strategy detail view
Clicking a strategy opens its detail page. What you'll find:
Performance strip
The four summary metrics (total P&L, today's P&L, capital used, total trades) displayed as cards across the top.
Equity curve
A chart of the strategy's cumulative P&L over time since deployment. For live strategies this uses actual fill prices. For paper strategies it uses the simulator's fill prices.
Tabs
| Tab | Content |
|---|---|
| Overview | Performance summary and strategy parameters |
| Performance | Equity curve and rolling metrics |
| Trades | Every completed trade: entry, exit, P&L, reason |
| Orders | Every order sent (pending, filled, rejected) |
| Positions | Currently open positions with unrealised P&L |
| Risk | Margin usage, drawdown from peak, exposure |
| Backtest | The original backtest result for comparison |
The Live Terminal
The Live Terminal is a real-time event log - every order attempt, fill, rejection, and system event appears here as it happens. It is the single most useful screen when a strategy is misbehaving.
The terminal is purely informational. You cannot place or modify orders from it.
Events are colour-coded:
FILLED- greenREJECTED- redPENDING/SENT- grey
If you see repeated REJECTED events, check your broker connection under Profile, verify your capital allocation is sufficient, and confirm your exchange API keys have trading (not just read) permissions.
Orders, positions & manual controls
Most of the time your strategy manages its own orders. When you need to step in, the strategy detail view gives you direct control:
| Action | Where | Effect |
|---|---|---|
| Close a position | Positions tab | Immediately closes one open position at market |
| Close all | Positions tab | Closes every open position for the strategy at once |
| Place / modify / cancel order | Orders view | Manually place, adjust, or cancel a broker order |
| Refresh balance | Strategy header | Re-reads your broker balance so allocation figures are current |
The Orders tab distinguishes what your strategy sent from what the broker did:
| State | Meaning |
|---|---|
| Pending / Sent | Order submitted, awaiting acknowledgement |
| Filled | Executed at the broker/exchange |
| Rejected | Refused - check the reason (funds, permissions, limits) |
| Cancelled | Withdrawn before filling |
Broker orders shown here are reconciled against your actual broker account, so the tab reflects reality at the venue, not just what Stretus intended.
Closing a position by hand overrides the strategy's own exit rules. The strategy will not re-open that position unless its entry conditions trigger again.
Alerts
Strategies can raise alerts when something crosses a threshold you care about, so you don't have to watch the dashboard constantly.
| Alert type | Fires when |
|---|---|
| Breach | A risk or capital limit is crossed (e.g. drawdown or margin threshold) |
| Exposure | Position or symbol exposure exceeds a configured level |
| Status | The strategy changes state - paused, stopped, awaiting approval, etc. |
Configure and review alerts from the strategy detail page. Alerts are informational signals to prompt a decision - they don't automatically pause or close anything on their own.
Alerts to watch
These are the conditions that typically need attention:
| Signal | What to do |
|---|---|
margin_used % at 100% | The strategy has no free capital. It will not open new positions until existing ones close. Consider increasing the allocation or accepting the constraint. |
| Equity curve in sustained drawdown | Check the Markets tab. Is the strategy underperforming on a specific asset? Consider pausing until you've reviewed the current market condition. |
Repeated REJECTED orders | Check broker connection, API keys, and capital availability. |
| Paper and live curves diverging significantly | Slippage or execution differences. Review the Trades tab to compare fill prices. |
Next
- Live Terminal & the other surfaces
- Notifications & Telegram
- Alerts & breaches, what a risk gate looks like when it trips
- Order lifecycle, for debugging a rejected order