Understanding the FinRev dashboard

This article will walk you through each feature on the FinRev dashboard.

Key Features of the FinRev Dashboard

1. Dashboard

By clicking on 'Dashboard', you will be returned to the screen that you see in the image above. You can click this at any time while naviagting through the FinRev Portal.

2. Lite Dashboard

By clicking on the 'Lite Dashboard', you will be taken to the FinRev lite Dashboard. FinRev Lite is a manual signal service, in which users can trade daily signals.

Note: If you have not previously purchased FinRev lite, you will not be able to see this option on your dashboard.

3. Portfolio

By clicking on 'Portfolio', you will be taken to a page that lists your current holdings in your FinRev account. Please see the image below for an example of what this may look like.

Symbol - The coin that is currently being traded.

Position Size - The amount of perpetual futures contracts open for this coin

Notional Value - The $ amount of the position

Average Open Price - The average position open price

Collateral Used - The amount of capital used to open the position

Side - Which direction this trade has been opened in

4. Trade History

By clicking on 'Trade History', you will be taken to a page that lists the trade history for your FinRev account. Please see the image below for an example of what this may look like.

Date - The date that the trade was made

Green Arrow - Represents that the trade was a buy order

Red Arrow - Represents that the trade was a sell order

Buy/Sell [number] - Represents the number for contracts that were bough or sold

@ [number] - Represents the price that the order was executed

Time - Represents the time that the order was executed

5. Support

By clicking on 'Support', you will be directed to our FinRev support options. The screen looks as follows:

6. Profit

The 'Profit' section on the dashboard represents the $ amount of profit you have made on your FinRev account.

7. Net Principal

The 'Profit' section on the dashboard represents the total amount of $ that you have deposited itno your FinRev account.

8. Market Value

The 'Market Value' section on the dashboard represents the total Market Value, including both realised & unrealised profits, at the time of the most recent rollover. This figure will update at each rollover (00:00 UTC).

9. Profile Icon

By clicking on the 'Profile Icon' in the top right hand side of the FinRev dashboard, you will be presented with several options.

Signed In As - The email address that you are currently signed in as

Manage Account - Will take you to account management options (please see below for further information)

Switch Account - Allows you to switch between subaccounts. Please note that this option will only appear for those who are eligible for, and have activated their subaccount.

Logout - Allows you to securely log out of your FinRev account.

Account Management Options

By clicking on the 'Profile Icon' in the top right hand side of the FinRev dashboard, you will be presented with several options on the following image.

Profile - Contains the basic information of your FinRev account

Password - Allows you to reset your password securely

Authenticator - Allows you to reset, edit or adjust the authenticator that is associated with your account securely

API Credentials - Allows you to submit your API keys to connect FinRev to the exchange you wish to trade on

Deposits/Withdrawals - Allows you to manually log deposits/withdrawals going into/out of your FinRev account.

For further information on submitting API credentials, please click here.

For further information on manually logging deposits/withdrawals, please click here.